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Winmark

230 hedge funds and large institutions have $1.39B invested in Winmark in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 88 increasing their positions, 67 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 67

25% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 36

13% more capital invested

Capital invested by funds: $1.23B → $1.39B (+$159M)

5.96% more ownership

Funds ownership: 84.89%90.85% (+6%)

2% more funds holding

Funds holding: 225230 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
230
Holders Change
+5
Holders Change %
+2.22%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
45
Increased
88
Reduced
67
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
126
Cerity Partners
New York
$435K +$77.6K +176 +21%
BF
127
BOK Financial
Oklahoma
$419K -$111K -251 -20%
OAC
128
OMERS Administration Corp
Ontario, Canada
$412K +$52.9K +120 +14%
MPAM
129
Murphy Pohlad Asset Management
Minnesota
$402K
OFS
130
OneAscent Financial Services
Alabama
$398K +$1.32K +3 +0.3%
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$394K +$406K +921 New
HT
132
Headlands Technologies
Illinois
$390K +$402K +912 New
MCCP
133
Mission Creek Capital Partners
California
$389K +$150K +341 +60%
Mariner
134
Mariner
Kansas
$382K -$241K -547 -38%
AB
135
Amalgamated Bank
New York
$364K +$334K +758 +806%
ASRS
136
Arizona State Retirement System
Arizona
$355K -$5.29K -12 -1%
PFSRSONJ
137
Police & Firemen's Retirement System of New Jersey
New Jersey
$351K
YCM
138
Yousif Capital Management
Michigan
$337K +$348K +788 New
VIA
139
Vanguard Investments Australia
Australia
$335K +$346K +784 New
COPPSERS
140
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$313K +$322K +731 New
Cetera Investment Advisers
141
Cetera Investment Advisers
Illinois
$310K +$1.32K +3 +0.4%
QCM
142
Quantinno Capital Management
New York
$307K +$59.1K +134 +23%
BAM
143
Blueshift Asset Management
New Jersey
$306K +$315K +715 New
OPERF
144
Oregon Public Employees Retirement Fund
Oregon
$290K +$299K +679 New
B
145
Bailard
California
$287K
Balyasny Asset Management
146
Balyasny Asset Management
Illinois
$282K -$3.19M -7,231 -92%
IIM
147
INTECH Investment Management
Florida
$282K -$224K -507 -43%
TRSOTSOK
148
Teachers Retirement System of the State of Kentucky
Kentucky
$277K +$287K +650 New
N
149
Numerai
California
$266K +$274K +621 New
JF
150
Jump Financial
Illinois
$257K +$265K +600 New