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Winmark

221 hedge funds and large institutions have $1.23B invested in Winmark in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
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
PWPS
176
Pinnacle Wealth Planning Services
Ohio
$30.4K
GWM
177
Geneos Wealth Management
Colorado
$28.3K
QCG
178
Quadrant Capital Group
Ohio
$27.1K
AAP
179
Arax Advisory Partners
Colorado
$26.9K
PA
180
Parallel Advisors
California
$22.7K
BNP Paribas Asset Management
181
BNP Paribas Asset Management
France
$21K
CIAS
182
CBIZ Investment Advisory Services
Ohio
$19.9K
AAM
183
Advisors Asset Management
Colorado
$17.8K
VCM
184
Versant Capital Management
Arizona
$17.4K
S
185
SignatureFD
Georgia
$15.8K
FFA
186
Farther Finance Advisors
California
$15.4K
SOW
187
State of Wyoming
Wyoming
$11.7K
US Bancorp
188
US Bancorp
Minnesota
$9.72K
CPG
189
Cornerstone Planning Group
New Jersey
$9.2K
AF
190
Allworth Financial
California
$8.5K
SWM
191
SHP Wealth Management
Massachusetts
$8.5K
BOJHT
192
Bank of Jackson Hole Trust
Wyoming
$8.1K
Los Angeles Capital Management
193
Los Angeles Capital Management
California
$7.85K
IA
194
IFP Advisors
Florida
$7.69K
CIBC Private Wealth Group
195
CIBC Private Wealth Group
Georgia
$6.48K
PFBT
196
Parkside Financial Bank & Trust
Missouri
$6.08K
WA
197
WPG Advisers
Maryland
$6.07K
RWS
198
Retirement Wealth Solutions
Wisconsin
$5.26K
TWD
199
True Wealth Design
Ohio
$4.86K
GI
200
GAMMA Investing
California
$4.86K