We are live on ! Find out more
WINA icon

Winmark

217 hedge funds and large institutions have $1.49B invested in Winmark in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $1.11B → $1.49B (+$375M)

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

1% more funds holding

Funds holding: 214217 (+3)

0.78% more ownership

Funds ownership: 83.54%84.32% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 79

Holders
217
Holders Change
+3
Holders Change %
+1.4%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
71
Reduced
79
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
201
Brown Brothers Harriman & Co
New York
$4.48K +$3.86K +9 New
Mitsubishi UFJ Asset Management
202
Mitsubishi UFJ Asset Management
Japan
$3.98K
TIM
203
Tortoise Investment Management
New York
$3.98K +$429 +1 +14%
CA
204
Clearstead Advisors
Ohio
$3.48K -$10.7K -25 -78%
CPG
205
Cornerstone Planning Group
New Jersey
$3.35K +$31.3K +73 New
HWM
206
Hemington Wealth Management
Virginia
$3K -$429 -1 -13%
AF
207
Allworth Financial
California
$2.99K -$1.72K -4 -40%
AA
208
Ancora Advisors
Ohio
$2.49K
PNC Financial Services Group
209
PNC Financial Services Group
Pennsylvania
$2.49K
EP
210
Essential Partners
California
$1.99K +$429 +1 +33%
AssetMark Inc
211
AssetMark Inc
California
$1.49K
SPIA
212
Steward Partners Investment Advisory
New York
$1.49K
SIC
213
SJS Investment Consulting
Ohio
$998
QL
214
Quarry LP
New York
$996 -$9.02K -21 -91%
RIL
215
Rothschild Investment LLC
Illinois
$996
TFM
216
TFC Financial Management
Massachusetts
$498
Marshall Wace
217
Marshall Wace
United Kingdom
-$6.76M -17,894 Closed
LIP
218
Liontrust Investment Partners
United Kingdom
-$1.64M -4,334 Closed
Acadian Asset Management
219
Acadian Asset Management
Massachusetts
-$1.31M -3,489 Closed
BG
220
Bahl & Gaynor
Ohio
-$978K -2,589 Closed
NRD
221
Nebula Research & Development
New York
-$849K -2,249 Closed
DTL
222
Dynamic Technology Lab
Singapore
-$793K -2,100 Closed
PCM
223
Polymer Capital Management
New York
-$401K -1,063 Closed
MF
224
Magnetar Financial
Illinois
-$351K -930 Closed
DS
225
DRW Securities
Illinois
-$275K -729 Closed

WINA Hedge Fund Activity: Q3 2025 in Review

217 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q3 2025, worth a combined $1.49B — up 34% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WINA positions and 21 closed out — a net gain of 5 holders — while 71 added to existing stakes and 79 trimmed.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $29.5M. The largest seller was Morgan Stanley, cutting an estimated $14.9M.

  • 217 institutional investors held Winmark (WINA) as of Q3 2025, up from 214 in Q2 2025.
  • Funds reported $1.49B of Winmark stock for Q3 2025, up 34% quarter-over-quarter.
  • 26 funds opened new Winmark positions in Q3 2025 and 21 closed out, a net change of +5 holders.
  • The largest Winmark buyer in Q3 2025 was Jacobs Levy Equity Management, an estimated $29.5M added.
  • The largest Winmark seller in Q3 2025 was Morgan Stanley, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2025.