WINA icon

Winmark

225 hedge funds and large institutions have $1.23B invested in Winmark in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 82 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
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
B
151
Bailard
California
$272K
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$257K
SCA
153
Snowden Capital Advisors
New York
$242K
QCM
154
Quantinno Capital Management
New York
$236K
DS
155
DRW Securities
Illinois
$234K
MCCP
156
Mission Creek Capital Partners
California
$231K
ProShare Advisors
157
ProShare Advisors
Maryland
$221K
VT
158
Vise Technologies
New York
$213K
VOYA Investment Management
159
VOYA Investment Management
Georgia
$211K
JFG
160
Jefferies Financial Group
New York
$211K
ECM
161
Evergreen Capital Management
Washington
$210K
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$193K
Comerica Bank
163
Comerica Bank
Texas
$130K
BTI
164
Blue Trust Inc
Georgia
$121K
Fidelity Investments
165
Fidelity Investments
Massachusetts
$117K
CF
166
Centaurus Financial
California
$102K
AIP
167
Ameritas Investment Partners
Nebraska
$101K
TFA
168
Toth Financial Advisory
Virginia
$87.5K
SAM
169
Smartleaf Asset Management
Massachusetts
$85.8K
GRP
170
Global Retirement Partners
California
$76.9K
SCM
171
Sterling Capital Management
North Carolina
$69.7K
National Bank of Canada
172
National Bank of Canada
Quebec, Canada
$62.7K
CIAM
173
Caitong International Asset Management
Hong Kong
$50.2K
TRCT
174
Tower Research Capital (TRC)
New York
$43.3K
Canada Pension Plan Investment Board
175
Canada Pension Plan Investment Board
Ontario, Canada
$40.5K