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Winmark

230 hedge funds and large institutions have $1.39B invested in Winmark in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 88 increasing their positions, 67 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
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 +$89M
2 +$17.6M
3 +$6.84M
4
Principal Financial Group
Principal Financial Group
Iowa
+$6.34M
5
Morgan Stanley
Morgan Stanley
New York
+$5.92M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
176
Quantbot Technologies
New York
$56K
FFA
177
Farther Finance Advisors
California
$46.8K
SCM
178
Sterling Capital Management
North Carolina
$42.3K
PWPS
179
Pinnacle Wealth Planning Services
Ohio
$41.5K
W
180
WealthCollab
Washington
$38.1K
BNP Paribas Asset Management
181
BNP Paribas Asset Management
France
$33.8K
S
182
SignatureFD
Georgia
$31.6K
SOW
183
State of Wyoming
Wyoming
$30.4K
GWM
184
Geneos Wealth Management
Colorado
$29.9K
QCG
185
Quadrant Capital Group
Ohio
$28.6K
PA
186
Parallel Advisors
California
$24.8K
AAP
187
Arax Advisory Partners
Colorado
$23.2K
SL
188
Salomon & Ludwin
Virginia
$19.8K
VCM
189
Versant Capital Management
Arizona
$19.7K
US Bancorp
190
US Bancorp
Minnesota
$19.7K
GI
191
GAMMA Investing
California
$17.5K
ASN
192
Advisory Services Network
Georgia
$16K
AAM
193
Advisors Asset Management
Colorado
$13.7K
CIAM
194
Caitong International Asset Management
Hong Kong
$11.1K
SWM
195
SHP Wealth Management
Massachusetts
$8.98K
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$8.98K
BOJHT
197
Bank of Jackson Hole Trust
Wyoming
$8.55K
AF
198
Align Financial
Minnesota
$7.7K
CPG
199
Cornerstone Planning Group
New Jersey
$7.45K
BBHC
200
Brown Brothers Harriman & Co
New York
$7.27K