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Winmark

214 hedge funds and large institutions have $1.11B invested in Winmark in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 80 increasing their positions, 61 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

31% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 61

29% more capital invested

Capital invested by funds: $860M → $1.11B (+$254M)

9% more funds holding

Funds holding: 196214 (+18)

7.07% more ownership

Funds ownership: 76.47%83.54% (+7.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
214
Holders Change
+18
Holders Change %
+9.18%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
45
Increased
80
Reduced
61
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VT
151
Vise Technologies
New York
$217K +$222K +574 New
GS
152
GTS Securities
New York
$211K +$216K +559 New
Pictet Asset Management
153
Pictet Asset Management
Switzerland
$209K +$214K +553 New
Comerica Bank
154
Comerica Bank
Texas
$138K +$18.6K +48 +15%
SAM
155
Smartleaf Asset Management
Massachusetts
$133K +$44.8K +116 +49%
A
156
AlphaQuest
New York
$131K -$354K -916 -73%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$126K +$60.7K +157 +89%
BTI
158
Blue Trust Inc
Georgia
$113K
Canada Life
159
Canada Life
Manitoba, Canada
$108K
AIP
160
Ameritas Investment Partners
Nebraska
$107K
TRCT
161
Tower Research Capital (TRC)
New York
$80.4K +$13.1K +34 +19%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$59K +$47.2K +122 +359%
National Bank of Canada
163
National Bank of Canada
Quebec, Canada
$51.2K
FHA
164
First Horizon Advisors
Tennessee
$47.6K +$387 +1 +0.8%
MYIA
165
Mount Yale Investment Advisors
Colorado
$43.2K +$44.1K +114 New
AB
166
Amalgamated Bank
New York
$39K
W
167
WealthCollab
Washington
$32.9K
SCM
168
Sterling Capital Management
North Carolina
$30.6K +$12K +31 +62%
HNB
169
Huntington National Bank
Ohio
$29.5K -$10.1K -26 -25%
PA
170
Parallel Advisors
California
$24.2K +$4.25K +11 +21%
GRP
171
Global Retirement Partners
California
$23K +$23.6K +61 New
AAP
172
Arax Advisory Partners
Colorado
$22.7K -$773 -2 -3%
S
173
SignatureFD
Georgia
$19.6K +$773 +2 +4%
CIAS
174
CBIZ Investment Advisory Services
Ohio
$18.6K +$3.87K +10 +26%
AAM
175
Advisors Asset Management
Colorado
$16.6K +$4.64K +12 +38%

WINA Hedge Fund Activity: Q2 2025 in Review

214 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q2 2025, worth a combined $1.11B — up 29% from $860M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new WINA positions and 26 closed out — a net gain of 19 holders — while 80 added to existing stakes and 61 trimmed.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $31.8M. The largest seller was William Blair Investment Management, cutting an estimated $10.7M.

  • 214 institutional investors held Winmark (WINA) as of Q2 2025, up from 196 in Q1 2025.
  • Funds reported $1.11B of Winmark stock for Q2 2025, up 29% quarter-over-quarter.
  • 45 funds opened new Winmark positions in Q2 2025 and 26 closed out, a net change of +19 holders.
  • The largest Winmark buyer in Q2 2025 was Fisher Asset Management, an estimated $31.8M added.
  • The largest Winmark seller in Q2 2025 was William Blair Investment Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2025.