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Winmark

194 hedge funds and large institutions have $857M invested in Winmark in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+9
Holders Change %
+4.86%
% of All Funds
2.64%
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
73
Reduced
54
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
176
Toth Financial Advisory
Virginia
$5.09K +$5.09K +16 New
BI
177
Binnacle Investments
Iowa
$4.77K +$4.77K +15 New
GI
178
GAMMA Investing
California
$3.18K -$1.59K -5 -33%
CPG
179
Cornerstone Planning Group
New Jersey
$2.87K +$2.87K +8 New
TWD
180
True Wealth Design
Ohio
$2.86K +$636 +2 +29%
Mitsubishi UFJ Asset Management
181
Mitsubishi UFJ Asset Management
Japan
$2.54K
CIAM
182
Caitong International Asset Management
Hong Kong
$2.23K +$2.23K +7 New
HWM
183
Hemington Wealth Management
Virginia
$2K
AF
184
Allworth Financial
California
$1.81K
AA
185
Ancora Advisors
Ohio
$1.59K
WA
186
WPG Advisers
Maryland
$1.59K +$1.27K +4 +400%
LC
187
Lindbrook Capital
California
$1.59K +$1.59K +5 New
EWA
188
EverSource Wealth Advisors
Alabama
$1.27K +$636 +2 +100%
SPIA
189
Steward Partners Investment Advisory
New York
$954
RIL
190
Rothschild Investment LLC
Illinois
$954
TFM
191
TFC Financial Management
Massachusetts
$318
SFG
192
Stonebridge Financial Group
Pennsylvania
$318 +$318 +1 New
CCM
193
Coldstream Capital Management
Washington
$318 +$318 +1 New
AAIS
194
ABN AMRO Investment Solutions
-$1.96M -4,987 Closed
Balyasny Asset Management
195
Balyasny Asset Management
Illinois
-$1.36M -3,450 Closed
Canada Pension Plan Investment Board
196
Canada Pension Plan Investment Board
Ontario, Canada
-$1.26M -3,200 Closed
Two Sigma Investments
197
Two Sigma Investments
New York
-$433K -1,101 Closed
CT
198
ClearAlpha Technologies
Connecticut
-$280K -712 Closed
KeyBank National Association
199
KeyBank National Association
Ohio
-$279K -710 Closed
JF
200
Jump Financial
Illinois
-$274K -698 Closed