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Winmark

194 hedge funds and large institutions have $857M invested in Winmark in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+9
Holders Change %
+4.86%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
73
Reduced
54
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
151
Smartleaf Asset Management
Massachusetts
$75.3K +$315 +1 +0.4%
TRCT
152
Tower Research Capital (TRC)
New York
$56.9K -$30.5K -96 -35%
Fidelity Investments
153
Fidelity Investments
Massachusetts
$56.2K -$32.7K -103 -37%
National Bank of Canada
154
National Bank of Canada
Quebec, Canada
$43K +$25.6K +81 +147%
FHA
155
First Horizon Advisors
Tennessee
$39.7K +$2.54K +8 +7%
HNB
156
Huntington National Bank
Ohio
$33.1K -$2.54K -8 -7%
AB
157
Amalgamated Bank
New York
$32K +$1.88K +6 +6%
SOW
158
State of Wyoming
Wyoming
$30.2K +$1.27K +4 +4%
W
159
WealthCollab
Washington
$27.7K -$6.68K -21 -19%
QCG
160
Quadrant Capital Group
Ohio
$21.3K
AAP
161
Arax Advisory Partners
Colorado
$19.8K +$956 +3 +5%
PA
162
Parallel Advisors
California
$16.8K -$954 -3 -5%
SCM
163
Sterling Capital Management
North Carolina
$15.9K -$13.4K -42 -46%
S
164
SignatureFD
Georgia
$15.9K +$1.27K +4 +9%
VCM
165
Versant Capital Management
Arizona
$13.4K +$13.4K +42 New
CIAS
166
CBIZ Investment Advisory Services
Ohio
$12.5K
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$11K -$60.2K -186 -85%
CA
168
Clearstead Advisors
Ohio
$10.2K
AAM
169
Advisors Asset Management
Colorado
$10.2K +$5.72K +18 +129%
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$7.95K -$226K -711 -97%
LFG
171
Larson Financial Group
Missouri
$7.95K
PS
172
Principal Securities
Iowa
$7.47K
GWM
173
Geneos Wealth Management
Colorado
$7.31K +$6.04K +19 +475%
BOJHT
174
Bank of Jackson Hole Trust
Wyoming
$6.72K
RWS
175
Retirement Wealth Solutions
Wisconsin
$6.68K