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Winmark

225 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, 82 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
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
AB
176
Amalgamated Bank
New York
$38K
W
177
WealthCollab
Washington
$35.2K
PWPS
178
Pinnacle Wealth Planning Services
Ohio
$30.4K
GWM
179
Geneos Wealth Management
Colorado
$28.3K
QCG
180
Quadrant Capital Group
Ohio
$27.1K
AAP
181
Arax Advisory Partners
Colorado
$26.9K
PA
182
Parallel Advisors
California
$22.7K
BNP Paribas Asset Management
183
BNP Paribas Asset Management
France
$21K
CIAS
184
CBIZ Investment Advisory Services
Ohio
$19.9K
AAM
185
Advisors Asset Management
Colorado
$17.8K
VCM
186
Versant Capital Management
Arizona
$17.4K
S
187
SignatureFD
Georgia
$15.8K
FFA
188
Farther Finance Advisors
California
$15.4K
SOW
189
State of Wyoming
Wyoming
$11.7K
US Bancorp
190
US Bancorp
Minnesota
$9.72K
CPG
191
Cornerstone Planning Group
New Jersey
$9.2K
AF
192
Allworth Financial
California
$8.5K
SWM
193
SHP Wealth Management
Massachusetts
$8.5K
BOJHT
194
Bank of Jackson Hole Trust
Wyoming
$8.1K
Los Angeles Capital Management
195
Los Angeles Capital Management
California
$7.85K
IA
196
IFP Advisors
Florida
$7.69K
CIBC Private Wealth Group
197
CIBC Private Wealth Group
Georgia
$6.48K
PFBT
198
Parkside Financial Bank & Trust
Missouri
$6.08K
WA
199
WPG Advisers
Maryland
$6.07K
SWP
200
Strategic Wealth Partners
Ohio
$5.67K