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Winmark
WINA

Overview Fund Activity

211 hedge funds and large institutions have $1.11B invested in Winmark in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 80 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+17
Holders Change %
+8.76%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
80
Reduced
60
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$31M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$27.8M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$83.3M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$16.6M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$6.76M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$23M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$0
3
VI
3
Vestcor Inc
New Brunswick, Canada
$1.98M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$30.7M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$14K +$4.53K +12 +48%
CIAM
177
Caitong International Asset Management
Hong Kong
$14K +$11.3K +30 +429%
PFBT
178
Parkside Financial Bank & Trust
Missouri
$12.8K +$12.8K +34 New
CA
179
Clearstead Advisors
Ohio
$12.1K – – –
BNP Paribas Asset Management
180
BNP Paribas Asset Management
France
$12K +$12K +32 New
AGWCA
181
Annis Gardner Whiting Capital Advisors
Florida
$11.7K +$11.7K +31 New
SOW
182
State of Wyoming
Wyoming
$10.2K -$25.7K -68 -72%
QL
183
Quarry LP
New York
$8.69K +$8.69K +23 New
RWS
184
Retirement Wealth Solutions
Wisconsin
$7.93K – – –
PS
185
Principal Securities
Iowa
$7.93K +$755 +2 +11%
BOJHT
186
Bank of Jackson Hole Trust
Wyoming
$7.55K – – –
BI
187
Binnacle Investments
Iowa
$7.55K +$1.89K +5 +33%
WA
188
WPG Advisers
Maryland
$6.42K +$4.53K +12 +240%
TFA
189
Toth Financial Advisory
Virginia
$6.04K – – –
SWP
190
Strategic Wealth Partners
Ohio
$5.29K +$5.29K +14 New
GI
191
GAMMA Investing
California
$4.91K +$1.13K +3 +30%
Osaic Holdings
192
Osaic Holdings
Arizona
$4.91K +$4.91K +13 New
IA
193
IFP Advisors
Florida
$4.15K +$4.15K +11 New
AF
194
Allworth Financial
California
$3.78K +$1.89K +5 +100%
TWD
195
True Wealth Design
Ohio
$3.4K – – –
GWM
196
Geneos Wealth Management
Colorado
$3.02K -$5.66K -15 -65%
Mitsubishi UFJ Asset Management
197
Mitsubishi UFJ Asset Management
Japan
$3.02K – – –
HWM
198
Hemington Wealth Management
Virginia
$3K – – –
TIM
199
Tortoise Investment Management
New York
$2.64K +$2.64K +7 New
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$2.27K +$2.27K +6 New
6 7
8
9 10