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Winmark

196 hedge funds and large institutions have $860M invested in Winmark in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 74 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

37% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 54

6% more funds holding

Funds holding: 185196 (+11)

0.56% more ownership

Funds ownership: 75.91%76.47% (+0.56%)

18% less capital invested

Capital invested by funds: $1.05B → $860M (-$190M)

Holders
196
Holders Change
+11
Holders Change %
+5.95%
% of All Funds
2.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
74
Reduced
54
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOJHT
176
Bank of Jackson Hole Trust
Wyoming
$6.72K
RWS
177
Retirement Wealth Solutions
Wisconsin
$6.68K
TFA
178
Toth Financial Advisory
Virginia
$5.09K +$5.7K +16 New
BI
179
Binnacle Investments
Iowa
$4.77K +$5.34K +15 New
GI
180
GAMMA Investing
California
$3.18K -$1.78K -5 -33%
CPG
181
Cornerstone Planning Group
New Jersey
$2.87K +$2.85K +8 New
TWD
182
True Wealth Design
Ohio
$2.86K +$712 +2 +29%
Mitsubishi UFJ Asset Management
183
Mitsubishi UFJ Asset Management
Japan
$2.54K
CIAM
184
Caitong International Asset Management
Hong Kong
$2.23K +$2.49K +7 New
HWM
185
Hemington Wealth Management
Virginia
$2K
AF
186
Allworth Financial
California
$1.81K
AA
187
Ancora Advisors
Ohio
$1.59K
WA
188
WPG Advisers
Maryland
$1.59K +$1.43K +4 +400%
LC
189
Lindbrook Capital
California
$1.59K +$1.78K +5 New
EWA
190
EverSource Wealth Advisors
Alabama
$1.27K +$712 +2 +100%
RIL
191
Rothschild Investment LLC
Illinois
$954
SPIA
192
Steward Partners Investment Advisory
New York
$954
TFM
193
TFC Financial Management
Massachusetts
$318
CCM
194
Coldstream Capital Management
Washington
$318 +$356 +1 New
SFGP
195
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$318 +$356 +1 New
AAIS
196
ABN AMRO Investment Solutions
-$1.96M -4,987 Closed
Balyasny Asset Management
197
Balyasny Asset Management
Illinois
-$1.36M -3,450 Closed
Canada Pension Plan Investment Board
198
Canada Pension Plan Investment Board
Ontario, Canada
-$1.26M -3,200 Closed
Two Sigma Investments
199
Two Sigma Investments
New York
-$433K -1,101 Closed
CT
200
ClearAlpha Technologies
Connecticut
-$280K -712 Closed

WINA Hedge Fund Activity: Q1 2025 in Review

196 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q1 2025, worth a combined $860M — down 18% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new WINA positions and 20 closed out — a net gain of 13 holders — while 74 added to existing stakes and 54 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $8.6M. The largest seller was Mawer Investment Management, cutting an estimated $17.7M.

  • 196 institutional investors held Winmark (WINA) as of Q1 2025, up from 185 in Q4 2024.
  • Funds reported $860M of Winmark stock for Q1 2025, down 18% quarter-over-quarter.
  • 33 funds opened new Winmark positions in Q1 2025 and 20 closed out, a net change of +13 holders.
  • The largest Winmark buyer in Q1 2025 was Allspring Global Investments, an estimated $8.6M added.
  • The largest Winmark seller in Q1 2025 was Mawer Investment Management, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2025.