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Winmark

216 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, 70 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

11% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 79

Holders
216
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 -$14.9M
2 -$12.6M
3 -$10.3M
4
Marshall Wace
Marshall Wace
United Kingdom
-$6.76M
5
Squarepoint
Squarepoint
New York
-$4.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
176
Jones Financial Companies
Missouri
$23.1K
S
177
SignatureFD
Georgia
$22.4K
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
BNP Paribas Asset Management
182
BNP Paribas Asset Management
France
$19K
US Bancorp
183
US Bancorp
Minnesota
$16K
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$15.9K
FFA
185
Farther Finance Advisors
California
$15.4K
BI
186
Binnacle Investments
Iowa
$12.9K
ASN
187
Advisory Services Network
Georgia
$11.5K
SOW
188
State of Wyoming
Wyoming
$11.4K
PS
189
Principal Securities
Iowa
$9.96K
BOJHT
190
Bank of Jackson Hole Trust
Wyoming
$9.96K
Optiver Holding
191
Optiver Holding
Netherlands
$7.96K
PFBT
192
Parkside Financial Bank & Trust
Missouri
$7.47K
WA
193
WPG Advisers
Maryland
$7.47K
RWS
194
Retirement Wealth Solutions
Wisconsin
$6.97K
SWP
195
Strategic Wealth Partners
Ohio
$6.97K
GI
196
GAMMA Investing
California
$6.97K
IA
197
IFP Advisors
Florida
$5.47K
CIBC Private Wealth Group
198
CIBC Private Wealth Group
Georgia
$4.98K
Osaic Holdings
199
Osaic Holdings
Arizona
$4.81K
TWD
200
True Wealth Design
Ohio
$4.48K