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Winmark

211 hedge funds and large institutions have $1.11B invested in Winmark in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 80 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$10.4M
2 -$8.92M
3 -$4.82M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.31M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$3.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$14K
CIAM
177
Caitong International Asset Management
Hong Kong
$14K
PFBT
178
Parkside Financial Bank & Trust
Missouri
$12.8K
CA
179
Clearstead Advisors
Ohio
$12.1K
BNP Paribas Asset Management
180
BNP Paribas Asset Management
France
$12K
AGWCA
181
Annis Gardner Whiting Capital Advisors
Florida
$11.7K
SOW
182
State of Wyoming
Wyoming
$10.2K
QL
183
Quarry LP
New York
$8.69K
RWS
184
Retirement Wealth Solutions
Wisconsin
$7.93K
PS
185
Principal Securities
Iowa
$7.93K
BOJHT
186
Bank of Jackson Hole Trust
Wyoming
$7.55K
BI
187
Binnacle Investments
Iowa
$7.55K
WA
188
WPG Advisers
Maryland
$6.42K
TFA
189
Toth Financial Advisory
Virginia
$6.04K
SWP
190
Strategic Wealth Partners
Ohio
$5.29K
GI
191
GAMMA Investing
California
$4.91K
Osaic Holdings
192
Osaic Holdings
Arizona
$4.91K
IA
193
IFP Advisors
Florida
$4.15K
AF
194
Allworth Financial
California
$3.78K
TWD
195
True Wealth Design
Ohio
$3.4K
GWM
196
Geneos Wealth Management
Colorado
$3.02K
Mitsubishi UFJ Asset Management
197
Mitsubishi UFJ Asset Management
Japan
$3.02K
HWM
198
Hemington Wealth Management
Virginia
$3K
TIM
199
Tortoise Investment Management
New York
$2.64K
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$2.27K