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Winmark

212 hedge funds and large institutions have $1.48B invested in Winmark in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

Holders
212
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 Sellers

1 -$17.2M
2 -$14.6M
3 -$11.9M
4
Marshall Wace
Marshall Wace
United Kingdom
-$6.76M
5
Squarepoint
Squarepoint
New York
-$5.29M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
176
Advisors Asset Management
Colorado
$21.9K
VCM
177
Versant Capital Management
Arizona
$20.9K
EWA
178
EverSource Wealth Advisors
Alabama
$19.9K
FHC
179
First Horizon Corporation
Tennessee
$19.4K
BNP Paribas Asset Management
180
BNP Paribas Asset Management
France
$19K
US Bancorp
181
US Bancorp
Minnesota
$16K
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$15.9K
FFA
183
Farther Finance Advisors
California
$15.4K
BI
184
Binnacle Investments
Iowa
$12.9K
ASN
185
Advisory Services Network
Georgia
$11.5K
SOW
186
State of Wyoming
Wyoming
$11.4K
PS
187
Principal Securities
Iowa
$9.96K
BOJHT
188
Bank of Jackson Hole Trust
Wyoming
$9.96K
Optiver Holding
189
Optiver Holding
Netherlands
$7.96K
PFBT
190
Parkside Financial Bank & Trust
Missouri
$7.47K
WA
191
WPG Advisers
Maryland
$7.47K
RWS
192
Retirement Wealth Solutions
Wisconsin
$6.97K
SWP
193
Strategic Wealth Partners
Ohio
$6.97K
GI
194
GAMMA Investing
California
$6.97K
CIBC Private Wealth Group
195
CIBC Private Wealth Group
Georgia
$4.98K
Osaic Holdings
196
Osaic Holdings
Arizona
$4.81K
TWD
197
True Wealth Design
Ohio
$4.48K
BBHC
198
Brown Brothers Harriman & Co
New York
$4.48K
Mitsubishi UFJ Asset Management
199
Mitsubishi UFJ Asset Management
Japan
$3.98K
TIM
200
Tortoise Investment Management
New York
$3.98K