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Winmark

214 hedge funds and large institutions have $1.11B invested in Winmark in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 80 increasing their positions, 61 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

31% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 61

29% more capital invested

Capital invested by funds: $860M → $1.11B (+$254M)

9% more funds holding

Funds holding: 196214 (+18)

7.07% more ownership

Funds ownership: 76.47%83.54% (+7.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
214
Holders Change
+18
Holders Change %
+9.18%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
45
Increased
80
Reduced
61
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
201
Tortoise Investment Management
New York
$2.64K +$2.71K +7 New
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$2.27K +$2.32K +6 New
Jones Financial Companies
203
Jones Financial Companies
Missouri
$2.25K +$2.32K +6 New
TPWA
204
Twin Peaks Wealth Advisors
California
$2.02K +$1.93K +5 New
SC
205
Stephens Consulting
Michigan
$1.89K +$1.93K +5 New
AA
206
Ancora Advisors
Ohio
$1.89K
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$1.89K +$1.93K +5 New
SPIA
208
Steward Partners Investment Advisory
New York
$1.13K
AssetMark Inc
209
AssetMark Inc
California
$1.13K +$1.16K +3 New
EP
210
Essential Partners
California
$1.13K +$1.16K +3 New
SIC
211
SJS Investment Consulting
Ohio
$756 +$773 +2 New
RIL
212
Rothschild Investment LLC
Illinois
$755 -$387 -1 -33%
TFM
213
TFC Financial Management
Massachusetts
$378
Mawer Investment Management
214
Mawer Investment Management
Alberta, Canada
-$8.92M -28,058 Closed
AG
215
Algert Global
California
-$2.55M -8,019 Closed
D.E. Shaw & Co
216
D.E. Shaw & Co
New York
-$1.87M -5,887 Closed
Jane Street
217
Jane Street
New York
-$1.2M -3,787 Closed
SCM
218
Semanteon Capital Management
Massachusetts
-$967K -3,041 Closed
Walleye Capital
219
Walleye Capital
New York
-$888K -2,793 Closed
JFG
220
Jefferies Financial Group
New York
-$583K -1,834 Closed
YIH
221
Y-Intercept (HK)
Hong Kong
-$540K -1,699 Closed
XT
222
XTX Topco
Cayman Islands
-$510K -1,606 Closed
TI
223
TrueMark Investments
Illinois
-$487K -1,533 Closed
GCP
224
GSA Capital Partners
United Kingdom
-$457K -1,437 Closed
CF
225
Corebridge Financial
Texas
-$455K -1,430 Closed

WINA Hedge Fund Activity: Q2 2025 in Review

214 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q2 2025, worth a combined $1.11B — up 29% from $860M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new WINA positions and 26 closed out — a net gain of 19 holders — while 80 added to existing stakes and 61 trimmed.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $31.8M. The largest seller was William Blair Investment Management, cutting an estimated $10.7M.

  • 214 institutional investors held Winmark (WINA) as of Q2 2025, up from 196 in Q1 2025.
  • Funds reported $1.11B of Winmark stock for Q2 2025, up 29% quarter-over-quarter.
  • 45 funds opened new Winmark positions in Q2 2025 and 26 closed out, a net change of +19 holders.
  • The largest Winmark buyer in Q2 2025 was Fisher Asset Management, an estimated $31.8M added.
  • The largest Winmark seller in Q2 2025 was William Blair Investment Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2025.