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Winmark
WINA

Overview Fund Activity

185 hedge funds and large institutions have $1.05B invested in Winmark in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 61 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+9
Holders Change %
+5.11%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
34
Increased
61
Reduced
61
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$5.01M
2
Victory Capital Management
Victory Capital Management
Texas
+$4.98M
3
CAM
Congress Asset Management
Massachusetts
+$2.63M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$2.56M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$2.46M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$4.94M
2
Renaissance Technologies
Renaissance Technologies
New York
-$3.89M
3
Morgan Stanley
Morgan Stanley
New York
-$3.52M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.1M
5
Goldman Sachs
Goldman Sachs
New York
-$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
151
Sterling Capital Management
North Carolina
$36.2K +$32.2K +82 +820%
SOW
152
State of Wyoming
Wyoming
$35.8K -$3.15K -8 -8%
PAS
153
Point72 Asia (Singapore)
Singapore
$31K +$31K +79 New
CSS
154
Cubist Systematic Strategies
Connecticut
$27.4K -$300K -768 -92%
QCG
155
Quadrant Capital Group
Ohio
$26.3K – – –
AAP
156
Arax Advisory Partners
Colorado
$23.2K +$788 +2 +4%
GRP
157
Global Retirement Partners
California
$23.2K +$11.4K +29 +97%
PA
158
Parallel Advisors
California
$22K – – –
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$21.6K +$21.6K +55 New
S
160
SignatureFD
Georgia
$18.1K – – –
CIAS
161
CBIZ Investment Advisory Services
Ohio
$15.4K +$4.35K +11 +39%
CA
162
Clearstead Advisors
Ohio
$12.6K – – –
CFGS
163
Concourse Financial Group Securities
Alabama
$11.9K -$1.54K -4 -11%
GM
164
GeoWealth Management
Illinois
$11.4K +$3.93K +10 +53%
LFG
165
Larson Financial Group
Missouri
$9.83K +$9.83K +25 New
Osaic Holdings
166
Osaic Holdings
Arizona
$9.52K +$1.59K +4 +20%
BOJHT
167
Bank of Jackson Hole Trust
Wyoming
$7.86K +$7.86K +20 New
RWS
168
Retirement Wealth Solutions
Wisconsin
$7.86K +$7.86K +21 New
PS
169
Principal Securities
Iowa
$7.47K +$1.18K +3 +19%
GI
170
GAMMA Investing
California
$5.9K +$2.36K +6 +67%
AAM
171
Advisors Asset Management
Colorado
$5.5K +$5.5K +14 New
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$4.72K +$4.72K +12 New
NFSG
173
Newbridge Financial Services Group
Florida
$3.93K +$3.93K +10 New
Mitsubishi UFJ Asset Management
174
Mitsubishi UFJ Asset Management
Japan
$3.11K – – –
HWM
175
Hemington Wealth Management
Virginia
$3K – – –
5 6
7
8 9