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Winmark
WINA

Overview Fund Activity

185 hedge funds and large institutions have $1.05B invested in Winmark in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 61 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+9
Holders Change %
+5.11%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
34
Increased
61
Reduced
61
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$5.01M
2
Victory Capital Management
Victory Capital Management
Texas
+$4.98M
3
CAM
Congress Asset Management
Massachusetts
+$2.63M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$2.56M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$2.46M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$4.94M
2
Renaissance Technologies
Renaissance Technologies
New York
-$3.89M
3
Morgan Stanley
Morgan Stanley
New York
-$3.52M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.1M
5
Goldman Sachs
Goldman Sachs
New York
-$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWD
176
True Wealth Design
Ohio
$2.75K – – –
AA
177
Ancora Advisors
Ohio
$1.97K – – –
AF
178
Allworth Financial
California
$1.92K -$768 -2 -29%
GWM
179
Geneos Wealth Management
Colorado
$1.57K – – –
RIL
180
Rothschild Investment LLC
Illinois
$1.18K – – –
SPIA
181
Steward Partners Investment Advisory
New York
$1.18K +$1.18K +3 New
EWA
182
EverSource Wealth Advisors
Alabama
$786 +$786 +2 New
TFM
183
TFC Financial Management
Massachusetts
$394 – – –
WA
184
WPG Advisers
Maryland
$393 +$393 +1 New
SS
185
SBI Securities
Japan
$393 +$393 +1 New
HF
186
HRT Financial
New York
– -$1.14M -2,965 Closed
BGIM
187
Brandywine Global Investment Management
Pennsylvania
– -$881K -2,400 Closed
State of Wisconsin Investment Board
188
State of Wisconsin Investment Board
Wisconsin
– -$779K -2,035 Closed
TI
189
Trexquant Investment
Connecticut
– -$773K -2,019 Closed
Two Sigma Advisers
190
Two Sigma Advisers
New York
– -$728K -1,900 Closed
ECM
191
ExodusPoint Capital Management
New York
– -$705K -1,842 Closed
EGM
192
Engineers Gate Manager
New York
– -$663K -1,731 Closed
First Trust Advisors
193
First Trust Advisors
Illinois
– -$546K -1,425 Closed
TI
194
TrueMark Investments
Illinois
– -$411K -1,072 Closed
MHI
195
Miller Howard Investments
New York
– -$398K -1,040 Closed
YIH
196
Y-Intercept (HK)
Hong Kong
– -$388K -1,012 Closed
Lazard Asset Management
197
Lazard Asset Management
New York
– -$302K -791 Closed
CAM
198
Cresset Asset Management
Illinois
– -$258K -673 Closed
State Board of Administration of Florida Retirement System
199
State Board of Administration of Florida Retirement System
Florida
– -$253K -660 Closed
PTC
200
Petrus Trust Company
Texas
– -$228K -595 Closed
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