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Winmark
WINA

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: 225 → 230 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (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
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$89M
2
State Street
State Street
Massachusetts
+$17.6M
3
Citadel Advisors
Citadel Advisors
Florida
+$6.84M
4
Principal Financial Group
Principal Financial Group
Iowa
+$6.34M
5
Morgan Stanley
Morgan Stanley
New York
+$5.92M

Top Sellers

Rank Fund Capital Flow
1
William Blair Investment Management
William Blair Investment Management
Illinois
-$21M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$6.09M
3
Goldman Sachs
Goldman Sachs
New York
-$5.46M
4
AC
AltraVue Capital
Washington
-$5.39M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$4.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Teachers Retirement System (NYSTRS)
151
New York State Teachers Retirement System (NYSTRS)
New York
$254K +$262K +593 New
Barclays
152
Barclays
United Kingdom
$251K -$2.58M -5,859 -91%
Rafferty Asset Management
153
Rafferty Asset Management
New York
$237K -$133K -302 -35%
IA
154
Inspire Advisors
Idaho
$235K +$242K +549 New
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$233K +$30.4K +69 +14%
Pictet Asset Management
156
Pictet Asset Management
Switzerland
$230K +$237K +537 New
VOYA Investment Management
157
VOYA Investment Management
Georgia
$219K -$3.97K -9 -2%
VT
158
Vise Technologies
New York
$213K – – –
Amundi
159
Amundi
France
$212K +$218K +495 New
Wealth Enhancement Advisory Services
160
Wealth Enhancement Advisory Services
Minnesota
$211K +$216K +490 New
EF
161
Empowered Funds
Pennsylvania
$204K +$210K +476 New
JF
162
JMN Financial
Ohio
$202K +$209K +473 New
Fidelity Investments
163
Fidelity Investments
Massachusetts
$147K +$23.4K +53 +18%
FGP
164
Freestone Grove Partners
California
$145K +$150K +339 New
TRCT
165
Tower Research Capital (TRC)
New York
$144K +$101K +229 +214%
Pacer Advisors
166
Pacer Advisors
Pennsylvania
$143K +$147K +334 New
SG Americas Securities
167
SG Americas Securities
New York
$142K -$1.9M -4,309 -93%
BTI
168
Blue Trust Inc
Georgia
$134K +$5.73K +13 +4%
Acadian Asset Management
169
Acadian Asset Management
Massachusetts
$131K -$336K -761 -71%
CF
170
Centaurus Financial
California
$107K – – –
AIP
171
Ameritas Investment Partners
Nebraska
$106K – – –
TFA
172
Toth Financial Advisory
Virginia
$92.4K – – –
SAM
173
Smartleaf Asset Management
Massachusetts
$90K +$441 +1 +0.5%
National Bank of Canada
174
National Bank of Canada
Quebec, Canada
$67.3K +$1.32K +3 +2%
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$65K -$213K -483 -76%
5 6
7
8 9

WINA Hedge Fund Activity: Q1 2026 in Review

230 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q1 2026, worth a combined $1.39B — up 13% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new WINA positions and 36 closed out — a net gain of 9 holders — while 88 added to existing stakes and 67 trimmed.

The largest buyer was BlackRock, adding an estimated $89M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $21M sold.

  • 230 institutional investors held Winmark (WINA) as of Q1 2026, up from 225 in Q4 2025.
  • Funds reported $1.39B of Winmark stock for Q1 2026, up 13% quarter-over-quarter.
  • 45 funds opened new Winmark positions in Q1 2026 and 36 closed out, a net change of +9 holders.
  • The largest Winmark buyer in Q1 2026 was BlackRock, an estimated $89M added.
  • The largest Winmark seller in Q1 2026 was William Blair Investment Management, an estimated $21M sold.

Based on aggregated 13F filings for Q1 2026.