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Winmark

217 hedge funds and large institutions have $1.49B invested in Winmark in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $1.11B → $1.49B (+$375M)

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

1% more funds holding

Funds holding: 214217 (+3)

0.78% more ownership

Funds ownership: 83.54%84.32% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 79

Holders
217
Holders Change
+3
Holders Change %
+1.4%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
71
Reduced
79
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
176
Jones Financial Companies
Missouri
$23.1K +$17.2K +40 +667%
S
177
SignatureFD
Georgia
$22.4K -$3.01K -7 -13%
AAM
178
Advisors Asset Management
Colorado
$21.9K
VCM
179
Versant Capital Management
Arizona
$20.9K
EWA
180
EverSource Wealth Advisors
Alabama
$19.9K
FHC
181
First Horizon Corporation
Tennessee
$19.4K +$16.7K +39 New
BNP Paribas Asset Management
182
BNP Paribas Asset Management
France
$19K +$2.58K +6 +19%
US Bancorp
183
US Bancorp
Minnesota
$16K -$343K -799 -96%
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$15.9K -$2.15K -5 -14%
FFA
185
Farther Finance Advisors
California
$15.4K +$13.3K +31 New
BI
186
Binnacle Investments
Iowa
$12.9K +$2.58K +6 +30%
ASN
187
Advisory Services Network
Georgia
$11.5K +$9.88K +23 New
SOW
188
State of Wyoming
Wyoming
$11.4K -$1.72K -4 -15%
PS
189
Principal Securities
Iowa
$9.96K -$429 -1 -5%
BOJHT
190
Bank of Jackson Hole Trust
Wyoming
$9.96K
Optiver Holding
191
Optiver Holding
Netherlands
$7.96K +$6.87K +16 New
PFBT
192
Parkside Financial Bank & Trust
Missouri
$7.47K -$8.16K -19 -56%
WA
193
WPG Advisers
Maryland
$7.47K -$859 -2 -12%
RWS
194
Retirement Wealth Solutions
Wisconsin
$6.97K -$3.01K -7 -33%
SWP
195
Strategic Wealth Partners
Ohio
$6.97K
GI
196
GAMMA Investing
California
$6.97K +$429 +1 +8%
IA
197
IFP Advisors
Florida
$5.47K
CIBC Private Wealth Group
198
CIBC Private Wealth Group
Georgia
$4.98K +$4.29K +10 New
Osaic Holdings
199
Osaic Holdings
Arizona
$4.81K -$3.44K -8 -44%
TWD
200
True Wealth Design
Ohio
$4.48K

WINA Hedge Fund Activity: Q3 2025 in Review

217 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q3 2025, worth a combined $1.49B — up 34% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WINA positions and 21 closed out — a net gain of 5 holders — while 71 added to existing stakes and 79 trimmed.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $29.5M. The largest seller was Morgan Stanley, cutting an estimated $14.9M.

  • 217 institutional investors held Winmark (WINA) as of Q3 2025, up from 214 in Q2 2025.
  • Funds reported $1.49B of Winmark stock for Q3 2025, up 34% quarter-over-quarter.
  • 26 funds opened new Winmark positions in Q3 2025 and 21 closed out, a net change of +5 holders.
  • The largest Winmark buyer in Q3 2025 was Jacobs Levy Equity Management, an estimated $29.5M added.
  • The largest Winmark seller in Q3 2025 was Morgan Stanley, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2025.