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Winmark

214 hedge funds and large institutions have $1.48B invested in Winmark in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 77

Holders
214
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$17.2M
2 -$14.6M
3 -$11.9M
4
Marshall Wace
Marshall Wace
United Kingdom
-$6.76M
5
Squarepoint
Squarepoint
New York
-$5.29M
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
151
Longboard Asset Management
Arizona
$211K
STAS
152
Strong Tower Advisory Services
Minnesota
$204K
Fidelity Investments
153
Fidelity Investments
Massachusetts
$193K
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$191K
TRCT
155
Tower Research Capital (TRC)
New York
$182K
CF
156
Centaurus Financial
California
$179K
Comerica Bank
157
Comerica Bank
Texas
$172K
BTI
158
Blue Trust Inc
Georgia
$149K
Canada Life
159
Canada Life
Manitoba, Canada
$145K
SAM
160
Smartleaf Asset Management
Massachusetts
$141K
AIP
161
Ameritas Investment Partners
Nebraska
$124K
TFA
162
Toth Financial Advisory
Virginia
$108K
SCM
163
Sterling Capital Management
North Carolina
$103K
SOADOR
164
State of Alaska Department of Revenue
Alaska
$95K
AAP
165
Arax Advisory Partners
Colorado
$73.9K
National Bank of Canada
166
National Bank of Canada
Quebec, Canada
$67.5K
AB
167
Amalgamated Bank
New York
$51K
W
168
WealthCollab
Washington
$49.3K
GWM
169
Geneos Wealth Management
Colorado
$34.8K
QCG
170
Quadrant Capital Group
Ohio
$33.4K
PA
171
Parallel Advisors
California
$27.9K
GRP
172
Global Retirement Partners
California
$25.9K
CIAS
173
CBIZ Investment Advisory Services
Ohio
$24.6K
Jones Financial Companies
174
Jones Financial Companies
Missouri
$23.1K
S
175
SignatureFD
Georgia
$22.4K