We are live on ! Find out more
WINA icon

Winmark

217 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, 71 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $1.11B → $1.49B (+$375M)

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

1% more funds holding

Funds holding: 214217 (+3)

0.78% more ownership

Funds ownership: 83.54%84.32% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 79

Holders
217
Holders Change
+3
Holders Change %
+1.4%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
71
Reduced
79
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
A
151
AlphaQuest
New York
$228K +$47.7K +111 +32%
GF
152
Gabelli Funds
New York
$224K +$193K +450 New
LAM
153
Longboard Asset Management
Arizona
$211K +$182K +423 New
STAS
154
Strong Tower Advisory Services
Minnesota
$204K +$176K +409 New
Fidelity Investments
155
Fidelity Investments
Massachusetts
$193K +$23.2K +54 +16%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$191K +$97.5K +227 +146%
TRCT
157
Tower Research Capital (TRC)
New York
$182K +$65.7K +153 +72%
CF
158
Centaurus Financial
California
$179K -$220K -512 -59%
Comerica Bank
159
Comerica Bank
Texas
$172K -$9.45K -22 -6%
BTI
160
Blue Trust Inc
Georgia
$149K
Canada Life
161
Canada Life
Manitoba, Canada
$145K
SAM
162
Smartleaf Asset Management
Massachusetts
$141K -$33.1K -77 -22%
AIP
163
Ameritas Investment Partners
Nebraska
$124K -$15K -35 -12%
TFA
164
Toth Financial Advisory
Virginia
$108K +$85.9K +200 +1,250%
SCM
165
Sterling Capital Management
North Carolina
$103K +$53.7K +125 +154%
SOADOR
166
State of Alaska Department of Revenue
Alaska
$95K +$82.4K +192 New
AAP
167
Arax Advisory Partners
Colorado
$73.9K +$37.8K +88 +147%
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 +$5.15K +12 +14%
GWM
171
Geneos Wealth Management
Colorado
$34.8K +$26.6K +62 +775%
QCG
172
Quadrant Capital Group
Ohio
$33.4K +$28.8K +67 New
PA
173
Parallel Advisors
California
$27.9K -$3.44K -8 -13%
GRP
174
Global Retirement Partners
California
$25.9K -$3.86K -9 -15%
CIAS
175
CBIZ Investment Advisory Services
Ohio
$24.6K

WINA Hedge Fund Activity: Q3 2025 in Review

217 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q3 2025, worth a combined $1.49B — up 34% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WINA positions and 21 closed out — a net gain of 5 holders — while 71 added to existing stakes and 79 trimmed.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $29.5M. The largest seller was Morgan Stanley, cutting an estimated $14.9M.

  • 217 institutional investors held Winmark (WINA) as of Q3 2025, up from 214 in Q2 2025.
  • Funds reported $1.49B of Winmark stock for Q3 2025, up 34% quarter-over-quarter.
  • 26 funds opened new Winmark positions in Q3 2025 and 21 closed out, a net change of +5 holders.
  • The largest Winmark buyer in Q3 2025 was Jacobs Levy Equity Management, an estimated $29.5M added.
  • The largest Winmark seller in Q3 2025 was Morgan Stanley, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2025.