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Winmark

225 hedge funds and large institutions have $1.23B invested in Winmark in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 82 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
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
RWS
201
Retirement Wealth Solutions
Wisconsin
$5.26K
TWD
202
True Wealth Design
Ohio
$4.86K
GI
203
GAMMA Investing
California
$4.86K
QL
204
Quarry LP
New York
$4.45K
EWA
205
EverSource Wealth Advisors
Alabama
$4.05K
EPL
206
Essential Partners LLC
California
$4.05K
BBHC
207
Brown Brothers Harriman & Co
New York
$3.24K
Osaic Holdings
208
Osaic Holdings
Arizona
$3.24K
Mitsubishi UFJ Asset Management
209
Mitsubishi UFJ Asset Management
Japan
$3.21K
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$2.83K
Jones Financial Companies
211
Jones Financial Companies
Missouri
$2.43K
AGWCA
212
Annis Gardner Whiting Capital Advisors
Florida
$2.43K
FHC
213
First Horizon Corporation
Tennessee
$2.02K
AA
214
Ancora Advisors
Ohio
$2.02K
RIL
215
Rothschild Investment LLC
Illinois
$2.02K
Optiver Holding
216
Optiver Holding
Netherlands
$1.62K
AssetMark Inc
217
AssetMark Inc
California
$1.22K
SIC
218
SJS Investment Consulting
Ohio
$812
MB
219
MidFirst Bank
Oklahoma
$810
LFG
220
Larson Financial Group
Missouri
$810
OC
221
Optima Capital
Oregon
$810
TFM
222
TFC Financial Management
Massachusetts
$405
KFAS
223
Keating Financial Advisory Services
Kansas
$405
MCM
224
MAI Capital Management
Ohio
$405
BA
225
Bridgewater Associates
Connecticut