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Winmark

218 hedge funds and large institutions have $1.23B invested in Winmark in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$23.3M
2 +$17.4M
3 +$6.37M
4
ACA
Aptus Capital Advisors
Alabama
+$5.13M
5
State Street
State Street
Massachusetts
+$3.58M

Top Sellers

1 -$8.19M
2 -$8.07M
3 -$7.59M
4
UBS Group
UBS Group
Switzerland
-$7.55M
5
BA
Bridgewater Associates
Connecticut
-$7.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
201
Osaic Holdings
Arizona
$3.24K
Mitsubishi UFJ Asset Management
202
Mitsubishi UFJ Asset Management
Japan
$3.21K
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$2.83K
Jones Financial Companies
204
Jones Financial Companies
Missouri
$2.43K
AGWCA
205
Annis Gardner Whiting Capital Advisors
Florida
$2.43K
FHC
206
First Horizon Corporation
Tennessee
$2.02K
AA
207
Ancora Advisors
Ohio
$2.02K
RIL
208
Rothschild Investment LLC
Illinois
$2.02K
Optiver Holding
209
Optiver Holding
Netherlands
$1.62K
AssetMark Inc
210
AssetMark Inc
California
$1.22K
SIC
211
SJS Investment Consulting
Ohio
$812
LFG
212
Larson Financial Group
Missouri
$810
OC
213
Optima Capital
Oregon
$810
MB
214
MidFirst Bank
Oklahoma
$810
TFM
215
TFC Financial Management
Massachusetts
$405
KFAS
216
Keating Financial Advisory Services
Kansas
$405
MCM
217
MAI Capital Management
Ohio
$405
BA
218
Bridgewater Associates
Connecticut
KWM
219
Kingsview Wealth Management
Oregon
CAU
220
Caxton Associates (UK)
HF
221
HRT Financial
New York
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
222
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
EA
223
Ellsworth Advisors
Ohio
CI
224
Cavalier Investments
Georgia
Capstone Investment Advisors
225
Capstone Investment Advisors
New York