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Winmark

221 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, 81 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
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
SCA
151
Snowden Capital Advisors
New York
$242K
QCM
152
Quantinno Capital Management
New York
$236K
DS
153
DRW Securities
Illinois
$234K
MCCP
154
Mission Creek Capital Partners
California
$231K
ProShare Advisors
155
ProShare Advisors
Maryland
$221K
VT
156
Vise Technologies
New York
$213K
VOYA Investment Management
157
VOYA Investment Management
Georgia
$211K
JFG
158
Jefferies Financial Group
New York
$211K
ECM
159
Evergreen Capital Management
Washington
$210K
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$193K
Comerica Bank
161
Comerica Bank
Texas
$130K
BTI
162
Blue Trust Inc
Georgia
$121K
Fidelity Investments
163
Fidelity Investments
Massachusetts
$117K
CF
164
Centaurus Financial
California
$102K
AIP
165
Ameritas Investment Partners
Nebraska
$101K
TFA
166
Toth Financial Advisory
Virginia
$87.5K
SAM
167
Smartleaf Asset Management
Massachusetts
$85.8K
GRP
168
Global Retirement Partners
California
$76.9K
SCM
169
Sterling Capital Management
North Carolina
$69.7K
National Bank of Canada
170
National Bank of Canada
Quebec, Canada
$62.7K
CIAM
171
Caitong International Asset Management
Hong Kong
$50.2K
TRCT
172
Tower Research Capital (TRC)
New York
$43.3K
Canada Pension Plan Investment Board
173
Canada Pension Plan Investment Board
Ontario, Canada
$40.5K
AB
174
Amalgamated Bank
New York
$38K
W
175
WealthCollab
Washington
$35.2K