WINA icon

Winmark

218 hedge funds and large institutions have $1.23B invested in Winmark in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
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 Buyers

1 +$23.3M
2 +$17.4M
3 +$6.37M
4
ACA
Aptus Capital Advisors
Alabama
+$5.13M
5
State Street
State Street
Massachusetts
+$3.58M

Top Sellers

1 -$8.19M
2 -$8.07M
3 -$7.59M
4
UBS Group
UBS Group
Switzerland
-$7.55M
5
BA
Bridgewater Associates
Connecticut
-$7.33M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
176
Quadrant Capital Group
Ohio
$27.1K
AAP
177
Arax Advisory Partners
Colorado
$26.9K
PA
178
Parallel Advisors
California
$22.7K
BNP Paribas Asset Management
179
BNP Paribas Asset Management
France
$21K
CIAS
180
CBIZ Investment Advisory Services
Ohio
$19.9K
AAM
181
Advisors Asset Management
Colorado
$17.8K
VCM
182
Versant Capital Management
Arizona
$17.4K
S
183
SignatureFD
Georgia
$15.8K
FFA
184
Farther Finance Advisors
California
$15.4K
SOW
185
State of Wyoming
Wyoming
$11.7K
US Bancorp
186
US Bancorp
Minnesota
$9.72K
CPG
187
Cornerstone Planning Group
New Jersey
$9.2K
AF
188
Allworth Financial
California
$8.5K
BOJHT
189
Bank of Jackson Hole Trust
Wyoming
$8.1K
Los Angeles Capital Management
190
Los Angeles Capital Management
California
$7.85K
IA
191
IFP Advisors
Florida
$7.69K
CIBC Private Wealth Group
192
CIBC Private Wealth Group
Georgia
$6.48K
PFBT
193
Parkside Financial Bank & Trust
Missouri
$6.08K
WA
194
WPG Advisers
Maryland
$6.07K
RWS
195
Retirement Wealth Solutions
Wisconsin
$5.26K
TWD
196
True Wealth Design
Ohio
$4.86K
GI
197
GAMMA Investing
California
$4.86K
QL
198
Quarry LP
New York
$4.45K
EWA
199
EverSource Wealth Advisors
Alabama
$4.05K
BBHC
200
Brown Brothers Harriman & Co
New York
$3.24K