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Winmark

214 hedge funds and large institutions have $1.11B invested in Winmark in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 80 increasing their positions, 61 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

31% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 61

29% more capital invested

Capital invested by funds: $860M → $1.11B (+$254M)

9% more funds holding

Funds holding: 196214 (+18)

7.07% more ownership

Funds ownership: 76.47%83.54% (+7.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
214
Holders Change
+18
Holders Change %
+9.18%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
45
Increased
80
Reduced
61
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
176
Versant Capital Management
Arizona
$15.9K
EWA
177
EverSource Wealth Advisors
Alabama
$15.1K +$13.9K +36 +900%
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$14K +$4.64K +12 +48%
CIAM
179
Caitong International Asset Management
Hong Kong
$14K +$11.6K +30 +429%
PFBT
180
Parkside Financial Bank & Trust
Missouri
$12.8K +$13.1K +34 New
CA
181
Clearstead Advisors
Ohio
$12.1K
BNP Paribas Asset Management
182
BNP Paribas Asset Management
France
$12K +$12.4K +32 New
AGWCA
183
Annis Gardner Whiting Capital Advisors
Florida
$11.7K +$12K +31 New
SOW
184
State of Wyoming
Wyoming
$10.2K -$26.3K -68 -72%
QL
185
Quarry LP
New York
$8.69K +$8.89K +23 New
RWS
186
Retirement Wealth Solutions
Wisconsin
$7.93K
PS
187
Principal Securities
Iowa
$7.93K +$773 +2 +11%
BOJHT
188
Bank of Jackson Hole Trust
Wyoming
$7.55K
BI
189
Binnacle Investments
Iowa
$7.55K +$1.93K +5 +33%
Osaic Holdings
190
Osaic Holdings
Arizona
$6.8K +$6.96K +18 New
WA
191
WPG Advisers
Maryland
$6.42K +$4.64K +12 +240%
TFA
192
Toth Financial Advisory
Virginia
$6.04K
SWP
193
Strategic Wealth Partners
Ohio
$5.29K +$5.41K +14 New
GI
194
GAMMA Investing
California
$4.91K +$1.16K +3 +30%
IA
195
IFP Advisors
Florida
$4.15K +$4.25K +11 New
AF
196
Allworth Financial
California
$3.78K +$1.93K +5 +100%
TWD
197
True Wealth Design
Ohio
$3.4K
GWM
198
Geneos Wealth Management
Colorado
$3.02K -$5.8K -15 -65%
Mitsubishi UFJ Asset Management
199
Mitsubishi UFJ Asset Management
Japan
$3.02K
HWM
200
Hemington Wealth Management
Virginia
$3K

WINA Hedge Fund Activity: Q2 2025 in Review

214 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q2 2025, worth a combined $1.11B — up 29% from $860M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new WINA positions and 26 closed out — a net gain of 19 holders — while 80 added to existing stakes and 61 trimmed.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $31.8M. The largest seller was William Blair Investment Management, cutting an estimated $10.7M.

  • 214 institutional investors held Winmark (WINA) as of Q2 2025, up from 196 in Q1 2025.
  • Funds reported $1.11B of Winmark stock for Q2 2025, up 29% quarter-over-quarter.
  • 45 funds opened new Winmark positions in Q2 2025 and 26 closed out, a net change of +19 holders.
  • The largest Winmark buyer in Q2 2025 was Fisher Asset Management, an estimated $31.8M added.
  • The largest Winmark seller in Q2 2025 was William Blair Investment Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2025.