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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
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
176
Toth Financial Advisory
Virginia
$5.09K
BI
177
Binnacle Investments
Iowa
$4.77K
GI
178
GAMMA Investing
California
$3.18K
CPG
179
Cornerstone Planning Group
New Jersey
$2.87K
TWD
180
True Wealth Design
Ohio
$2.86K
Mitsubishi UFJ Asset Management
181
Mitsubishi UFJ Asset Management
Japan
$2.54K
CIAM
182
Caitong International Asset Management
Hong Kong
$2.23K
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
LC
187
Lindbrook Capital
California
$1.59K
EWA
188
EverSource Wealth Advisors
Alabama
$1.27K
RIL
189
Rothschild Investment LLC
Illinois
$954
SPIA
190
Steward Partners Investment Advisory
New York
$954
TFM
191
TFC Financial Management
Massachusetts
$318
CCM
192
Coldstream Capital Management
Washington
$318
SFG
193
Stonebridge Financial Group
Pennsylvania
$318
AAIS
194
ABN AMRO Investment Solutions
Balyasny Asset Management
195
Balyasny Asset Management
Illinois
Canada Pension Plan Investment Board
196
Canada Pension Plan Investment Board
Ontario, Canada
Two Sigma Investments
197
Two Sigma Investments
New York
CT
198
ClearAlpha Technologies
Connecticut
KeyBank National Association
199
KeyBank National Association
Ohio
JF
200
Jump Financial
Illinois