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Winmark
WINA

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

31% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 67

25% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 36

13% more capital invested

Capital invested by funds: $1.23B → $1.39B (+$159M)

5.96% more ownership

Funds ownership: 84.89% → 90.85% (+6%)

2% more funds holding

Funds holding: 225 → 230 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
230
Holders Change
+5
Holders Change %
+2.22%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
45
Increased
88
Reduced
67
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$89M
2
State Street
State Street
Massachusetts
+$17.6M
3
Citadel Advisors
Citadel Advisors
Florida
+$6.84M
4
Principal Financial Group
Principal Financial Group
Iowa
+$6.34M
5
Morgan Stanley
Morgan Stanley
New York
+$5.92M

Top Sellers

Rank Fund Capital Flow
1
William Blair Investment Management
William Blair Investment Management
Illinois
-$21M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$6.09M
3
Goldman Sachs
Goldman Sachs
New York
-$5.46M
4
AC
AltraVue Capital
Washington
-$5.39M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$4.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
201
Parkside Financial Bank & Trust
Missouri
$6.41K – – –
WA
202
WPG Advisers
Maryland
$6.41K – – –
SWP
203
Strategic Wealth Partners
Ohio
$5.99K – – –
Osaic Holdings
204
Osaic Holdings
Arizona
$5.98K +$2.65K +6 +75%
EWA
205
EverSource Wealth Advisors
Alabama
$4.7K +$441 +1 +10%
Jones Financial Companies
206
Jones Financial Companies
Missouri
$4.59K +$2.21K +5 +83%
AF
207
Allworth Financial
California
$4.28K -$4.85K -11 -52%
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$4.28K +$1.32K +3 +43%
FHC
209
First Horizon Corporation
Tennessee
$4.28K +$2.21K +5 +100%
TWD
210
True Wealth Design
Ohio
$3.85K -$1.32K -3 -25%
EP
211
Essential Partners
California
$3.85K -$441 -1 -10%
Mitsubishi UFJ Asset Management
212
Mitsubishi UFJ Asset Management
Japan
$3.42K – – –
IA
213
IFP Advisors
Florida
$2.99K -$5.29K -12 -63%
MCM
214
MAI Capital Management
Ohio
$2.57K +$2.21K +5 +500%
KFAS
215
Keating Financial Advisory Services
Kansas
$2.56K +$2.21K +5 +500%
RWS
216
Retirement Wealth Solutions
Wisconsin
$2.14K -$3.53K -8 -62%
AGWCA
217
Annis Gardner Whiting Capital Advisors
Florida
$2.14K -$441 -1 -17%
AA
218
Ancora Advisors
Ohio
$2.14K – – –
RIL
219
Rothschild Investment LLC
Illinois
$2.14K – – –
HFS
220
Hantz Financial Services
Michigan
$2K +$2.21K +5 New
TPWA
221
Twin Peaks Wealth Advisors
California
$1.71K +$1.76K +4 New
QL
222
Quarry LP
New York
$1.28K -$3.53K -8 -73%
AssetMark Inc
223
AssetMark Inc
California
$1.28K – – –
SIC
224
SJS Investment Consulting
Ohio
$859 – – –
MB
225
MidFirst Bank
Oklahoma
$855 – – –
7 8
9
10 11

WINA Hedge Fund Activity: Q1 2026 in Review

230 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q1 2026, worth a combined $1.39B — up 13% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new WINA positions and 36 closed out — a net gain of 9 holders — while 88 added to existing stakes and 67 trimmed.

The largest buyer was BlackRock, adding an estimated $89M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $21M sold.

  • 230 institutional investors held Winmark (WINA) as of Q1 2026, up from 225 in Q4 2025.
  • Funds reported $1.39B of Winmark stock for Q1 2026, up 13% quarter-over-quarter.
  • 45 funds opened new Winmark positions in Q1 2026 and 36 closed out, a net change of +9 holders.
  • The largest Winmark buyer in Q1 2026 was BlackRock, an estimated $89M added.
  • The largest Winmark seller in Q1 2026 was William Blair Investment Management, an estimated $21M sold.

Based on aggregated 13F filings for Q1 2026.