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Winmark

216 hedge funds and large institutions have $1.49B invested in Winmark in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 79 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)

11% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 79

Holders
216
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 -$14.9M
2 -$12.6M
3 -$10.3M
4
Marshall Wace
Marshall Wace
United Kingdom
-$6.76M
5
Squarepoint
Squarepoint
New York
-$4.56M
Name Holding Trade Value Shares
Change
Change in
Stake
A
151
AlphaQuest
New York
$228K
GF
152
Gabelli Funds
New York
$224K
LAM
153
Longboard Asset Management
Arizona
$211K
STAS
154
Strong Tower Advisory Services
Minnesota
$204K
Fidelity Investments
155
Fidelity Investments
Massachusetts
$193K
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$191K
TRCT
157
Tower Research Capital (TRC)
New York
$182K
CF
158
Centaurus Financial
California
$179K
Comerica Bank
159
Comerica Bank
Texas
$172K
BTI
160
Blue Trust Inc
Georgia
$149K
Canada Life
161
Canada Life
Manitoba, Canada
$145K
SAM
162
Smartleaf Asset Management
Massachusetts
$141K
AIP
163
Ameritas Investment Partners
Nebraska
$124K
TFA
164
Toth Financial Advisory
Virginia
$108K
SCM
165
Sterling Capital Management
North Carolina
$103K
SOADOR
166
State of Alaska Department of Revenue
Alaska
$95K
AAP
167
Arax Advisory Partners
Colorado
$73.9K
National Bank of Canada
168
National Bank of Canada
Quebec, Canada
$67.5K
AB
169
Amalgamated Bank
New York
$51K
W
170
WealthCollab
Washington
$49.3K
GWM
171
Geneos Wealth Management
Colorado
$34.8K
QCG
172
Quadrant Capital Group
Ohio
$33.4K
PA
173
Parallel Advisors
California
$27.9K
GRP
174
Global Retirement Partners
California
$25.9K
CIAS
175
CBIZ Investment Advisory Services
Ohio
$24.6K