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Winmark

211 hedge funds and large institutions have $1.11B invested in Winmark in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 80 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
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 -$10.4M
2 -$8.92M
3 -$4.82M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.31M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$3.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Pictet Asset Management
151
Pictet Asset Management
Switzerland
$209K
Comerica Bank
152
Comerica Bank
Texas
$138K
SAM
153
Smartleaf Asset Management
Massachusetts
$133K
A
154
AlphaQuest
New York
$131K
Fidelity Investments
155
Fidelity Investments
Massachusetts
$126K
BTI
156
Blue Trust Inc
Georgia
$113K
Canada Life
157
Canada Life
Manitoba, Canada
$108K
AIP
158
Ameritas Investment Partners
Nebraska
$107K
TRCT
159
Tower Research Capital (TRC)
New York
$80.4K
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$59K
National Bank of Canada
161
National Bank of Canada
Quebec, Canada
$51.2K
FHA
162
First Horizon Advisors
Tennessee
$47.6K
MYIA
163
Mount Yale Investment Advisors
Colorado
$43.2K
AB
164
Amalgamated Bank
New York
$39K
W
165
WealthCollab
Washington
$32.9K
SCM
166
Sterling Capital Management
North Carolina
$30.6K
HNB
167
Huntington National Bank
Ohio
$29.5K
PA
168
Parallel Advisors
California
$24.2K
GRP
169
Global Retirement Partners
California
$23K
AAP
170
Arax Advisory Partners
Colorado
$22.7K
S
171
SignatureFD
Georgia
$19.6K
CIAS
172
CBIZ Investment Advisory Services
Ohio
$18.6K
AAM
173
Advisors Asset Management
Colorado
$16.6K
VCM
174
Versant Capital Management
Arizona
$15.9K
EWA
175
EverSource Wealth Advisors
Alabama
$15.1K