Winmark
WINA
185 hedge funds and large institutions have $1.05B invested in Winmark in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 61 increasing their positions, 61 reducing their positions, and 22 closing their positions.
55% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 22
5% more funds holding
Funds holding: 176 → 185 (+9)
3% more capital invested
Capital invested by funds: $1.02B → $1.05B (+$30.9M)
0.4% more ownership
Funds ownership: 75.51% → 75.91% (+0.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 61
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$5.01M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$4.98M |
| 3 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
+$2.63M |
| 4 |
Neuberger Berman Group
New York
|
+$2.56M |
| 5 |
Rockefeller Capital Management
New York
|
+$2.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$4.94M |
| 2 |
Renaissance Technologies
New York
|
-$3.89M |
| 3 |
Morgan Stanley
New York
|
-$3.52M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$3.1M |
| 5 |
Goldman Sachs
New York
|
-$2.97M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OQS
201
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| – | -$212K | -554 | Closed |
|
202
Marshall Wace
London,
United Kingdom
| – | -$208K | -543 | Closed |
|
|
NC
203
nVerses Capital
Wellington,
Florida
| – | -$76.6K | -200 | Closed |
|
|
GCM
204
Gladius Capital Management
Chicago,
Illinois
| – | -$66.2K | -173 | Closed |
|
|
BWP
205
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$14.9K | -39 | Closed |
|
|
CPA
206
Capital Performance Advisors
Walnut Creek,
California
| – | -$1.92K | -5 | Closed |
|
WINA Hedge Fund Activity: Q4 2024 in Review
185 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q4 2024, worth a combined $1.05B — up 3% from $1.02B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new WINA positions and 22 closed out — a net gain of 12 holders — while 61 added to existing stakes and 61 trimmed.
The largest buyer was William Blair Investment Management, adding an estimated $5.01M. The largest seller was Mawer Investment Management, cutting an estimated $4.94M.
- 185 institutional investors held Winmark (WINA) as of Q4 2024, up from 176 in Q3 2024.
- Funds reported $1.05B of Winmark stock for Q4 2024, up 3% quarter-over-quarter.
- 34 funds opened new Winmark positions in Q4 2024 and 22 closed out, a net change of +12 holders.
- The largest Winmark buyer in Q4 2024 was William Blair Investment Management, an estimated $5.01M added.
- The largest Winmark seller in Q4 2024 was Mawer Investment Management, an estimated $4.94M sold.
Based on aggregated 13F filings for Q4 2024.