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Winmark
WINA

Overview Fund Activity

211 hedge funds and large institutions have $1.11B invested in Winmark in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 80 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+17
Holders Change %
+8.76%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
80
Reduced
60
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$31M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$27.8M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$83.3M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$16.6M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$6.76M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$23M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$0
3
VI
3
Vestcor Inc
New Brunswick, Canada
$1.98M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$30.7M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
201
Jones Financial Companies
Missouri
$2.25K +$2.25K +6 New
TPWA
202
Twin Peaks Wealth Advisors
California
$2.02K +$2.02K +5 New
SC
203
Stephens Consulting
Michigan
$1.89K +$1.89K +5 New
AA
204
Ancora Advisors
Ohio
$1.89K – – –
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$1.89K +$1.89K +5 New
SPIA
206
Steward Partners Investment Advisory
New York
$1.13K – – –
AssetMark Inc
207
AssetMark Inc
California
$1.13K +$1.13K +3 New
SIC
208
SJS Investment Consulting
Ohio
$756 +$756 +2 New
RIL
209
Rothschild Investment LLC
Illinois
$755 -$378 -1 -33%
TFM
210
TFC Financial Management
Massachusetts
$378 – – –
Mawer Investment Management
211
Mawer Investment Management
Alberta, Canada
– -$8.92M -28,058 Closed
AG
212
Algert Global
California
– -$2.55M -8,019 Closed
D.E. Shaw & Co
213
D.E. Shaw & Co
New York
– -$1.87M -5,887 Closed
Jane Street
214
Jane Street
New York
– -$1.2M -3,787 Closed
SCM
215
Semanteon Capital Management
Massachusetts
– -$967K -3,041 Closed
Walleye Capital
216
Walleye Capital
New York
– -$888K -2,793 Closed
JFG
217
Jefferies Financial Group
New York
– -$583K -1,834 Closed
YIH
218
Y-Intercept (HK)
Hong Kong
– -$540K -1,699 Closed
XT
219
XTX Topco
Cayman Islands
– -$510K -1,606 Closed
TI
220
TrueMark Investments
Illinois
– -$487K -1,533 Closed
GCP
221
GSA Capital Partners
United Kingdom
– -$457K -1,437 Closed
CF
222
Corebridge Financial
Texas
– -$455K -1,430 Closed
Tudor Investment Corp
223
Tudor Investment Corp
Connecticut
– -$418K -1,315 Closed
EGM
224
Engineers Gate Manager
New York
– -$394K -1,239 Closed
ECM
225
ExodusPoint Capital Management
New York
– -$332K -1,044 Closed
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9
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