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Winmark

218 hedge funds and large institutions have $1.23B invested in Winmark in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
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 Buyers

1 +$23.3M
2 +$17.4M
3 +$6.37M
4
ACA
Aptus Capital Advisors
Alabama
+$5.13M
5
State Street
State Street
Massachusetts
+$3.58M

Top Sellers

1 -$8.19M
2 -$8.07M
3 -$7.59M
4
UBS Group
UBS Group
Switzerland
-$7.55M
5
BA
Bridgewater Associates
Connecticut
-$7.33M
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
151
Quantinno Capital Management
New York
$236K
DS
152
DRW Securities
Illinois
$234K
MCCP
153
Mission Creek Capital Partners
California
$231K
ProShare Advisors
154
ProShare Advisors
Maryland
$221K
VT
155
Vise Technologies
New York
$213K
VOYA Investment Management
156
VOYA Investment Management
Georgia
$211K
JFG
157
Jefferies Financial Group
New York
$211K
ECM
158
Evergreen Capital Management
Washington
$210K
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$193K
Comerica Bank
160
Comerica Bank
Texas
$130K
BTI
161
Blue Trust Inc
Georgia
$121K
Fidelity Investments
162
Fidelity Investments
Massachusetts
$117K
CF
163
Centaurus Financial
California
$102K
AIP
164
Ameritas Investment Partners
Nebraska
$101K
TFA
165
Toth Financial Advisory
Virginia
$87.5K
SAM
166
Smartleaf Asset Management
Massachusetts
$85.8K
GRP
167
Global Retirement Partners
California
$76.9K
SCM
168
Sterling Capital Management
North Carolina
$69.7K
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$62.7K
TRCT
170
Tower Research Capital (TRC)
New York
$43.3K
Canada Pension Plan Investment Board
171
Canada Pension Plan Investment Board
Ontario, Canada
$40.5K
AB
172
Amalgamated Bank
New York
$38K
W
173
WealthCollab
Washington
$35.2K
PWPS
174
Pinnacle Wealth Planning Services
Ohio
$30.4K
GWM
175
Geneos Wealth Management
Colorado
$28.3K