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Winmark
WINA

Overview Fund Activity

211 hedge funds and large institutions have $1.11B invested in Winmark in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 80 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+17
Holders Change %
+8.76%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
80
Reduced
60
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$31M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$27.8M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$83.3M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$16.6M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$6.76M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$23M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$0
3
VI
3
Vestcor Inc
New Brunswick, Canada
$1.98M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$30.7M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pictet Asset Management
151
Pictet Asset Management
Switzerland
$209K +$209K +553 New
Comerica Bank
152
Comerica Bank
Texas
$138K +$18.1K +48 +15%
SAM
153
Smartleaf Asset Management
Massachusetts
$133K +$43.5K +116 +49%
A
154
AlphaQuest
New York
$131K -$346K -916 -73%
Fidelity Investments
155
Fidelity Investments
Massachusetts
$126K +$59.2K +157 +89%
BTI
156
Blue Trust Inc
Georgia
$113K – – –
Canada Life
157
Canada Life
Manitoba, Canada
$108K – – –
AIP
158
Ameritas Investment Partners
Nebraska
$107K – – –
TRCT
159
Tower Research Capital (TRC)
New York
$80.4K +$12.8K +34 +19%
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$59K +$46.1K +122 +359%
National Bank of Canada
161
National Bank of Canada
Quebec, Canada
$51.2K – – –
FHA
162
First Horizon Advisors
Tennessee
$47.6K +$378 +1 +0.8%
MYIA
163
Mount Yale Investment Advisors
Colorado
$43.2K +$43.2K +114 New
AB
164
Amalgamated Bank
New York
$39K – – –
W
165
WealthCollab
Washington
$32.9K – – –
SCM
166
Sterling Capital Management
North Carolina
$30.6K +$11.7K +31 +62%
HNB
167
Huntington National Bank
Ohio
$29.5K -$9.82K -26 -25%
PA
168
Parallel Advisors
California
$24.2K +$4.15K +11 +21%
GRP
169
Global Retirement Partners
California
$23K +$23K +61 New
AAP
170
Arax Advisory Partners
Colorado
$22.7K -$757 -2 -3%
S
171
SignatureFD
Georgia
$19.6K +$755 +2 +4%
CIAS
172
CBIZ Investment Advisory Services
Ohio
$18.6K +$3.8K +10 +26%
AAM
173
Advisors Asset Management
Colorado
$16.6K +$4.53K +12 +38%
VCM
174
Versant Capital Management
Arizona
$15.9K – – –
EWA
175
EverSource Wealth Advisors
Alabama
$15.1K +$13.6K +36 +900%
5 6
7
8 9