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Winmark

230 hedge funds and large institutions have $1.39B invested in Winmark in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 88 increasing their positions, 67 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 67

25% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 36

13% more capital invested

Capital invested by funds: $1.23B → $1.39B (+$159M)

5.96% more ownership

Funds ownership: 84.89%90.85% (+6%)

2% more funds holding

Funds holding: 225230 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
230
Holders Change
+5
Holders Change %
+2.22%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
45
Increased
88
Reduced
67
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QT
176
Quantbot Technologies
New York
$56K +$57.8K +131 New
FFA
177
Farther Finance Advisors
California
$46.8K +$30.9K +70 +184%
SCM
178
Sterling Capital Management
North Carolina
$42.3K -$32.2K -73 -42%
PWPS
179
Pinnacle Wealth Planning Services
Ohio
$41.5K +$9.7K +22 +29%
W
180
WealthCollab
Washington
$38.1K +$882 +2 +2%
BNP Paribas Asset Management
181
BNP Paribas Asset Management
France
$33.8K +$11.5K +26 +49%
S
182
SignatureFD
Georgia
$31.6K +$15.4K +35 +90%
SOW
183
State of Wyoming
Wyoming
$30.4K +$18.5K +42 +145%
GWM
184
Geneos Wealth Management
Colorado
$29.9K
QCG
185
Quadrant Capital Group
Ohio
$28.6K
PA
186
Parallel Advisors
California
$24.8K +$882 +2 +4%
AAP
187
Arax Advisory Partners
Colorado
$23.2K -$5.29K -12 -18%
SL
188
Salomon & Ludwin
Virginia
$19.8K +$20.3K +46 New
VCM
189
Versant Capital Management
Arizona
$19.7K +$1.32K +3 +7%
US Bancorp
190
US Bancorp
Minnesota
$19.7K +$9.7K +22 +92%
GI
191
GAMMA Investing
California
$17.5K +$12.8K +29 +242%
ASN
192
Advisory Services Network
Georgia
$16K +$16.3K +37 New
AAM
193
Advisors Asset Management
Colorado
$13.7K -$5.29K -12 -27%
CIAM
194
Caitong International Asset Management
Hong Kong
$11.1K -$43.2K -98 -79%
SWM
195
SHP Wealth Management
Massachusetts
$8.98K
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$8.98K +$9.26K +21 New
BOJHT
197
Bank of Jackson Hole Trust
Wyoming
$8.55K
AF
198
Align Financial
Minnesota
$7.7K -$3.21M -7,271 -100%
CPG
199
Cornerstone Planning Group
New Jersey
$7.45K +$441 +1 +5%
BBHC
200
Brown Brothers Harriman & Co
New York
$7.27K +$3.97K +9 +113%

WINA Hedge Fund Activity: Q1 2026 in Review

230 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q1 2026, worth a combined $1.39B — up 13% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new WINA positions and 36 closed out — a net gain of 9 holders — while 88 added to existing stakes and 67 trimmed.

The largest buyer was BlackRock, adding an estimated $89M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $21M sold.

  • 230 institutional investors held Winmark (WINA) as of Q1 2026, up from 225 in Q4 2025.
  • Funds reported $1.39B of Winmark stock for Q1 2026, up 13% quarter-over-quarter.
  • 45 funds opened new Winmark positions in Q1 2026 and 36 closed out, a net change of +9 holders.
  • The largest Winmark buyer in Q1 2026 was BlackRock, an estimated $89M added.
  • The largest Winmark seller in Q1 2026 was William Blair Investment Management, an estimated $21M sold.

Based on aggregated 13F filings for Q1 2026.