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Winmark

221 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, 81 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
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
QL
201
Quarry LP
New York
$4.45K
EWA
202
EverSource Wealth Advisors
Alabama
$4.05K
BBHC
203
Brown Brothers Harriman & Co
New York
$3.24K
Osaic Holdings
204
Osaic Holdings
Arizona
$3.24K
Mitsubishi UFJ Asset Management
205
Mitsubishi UFJ Asset Management
Japan
$3.21K
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$2.83K
Jones Financial Companies
207
Jones Financial Companies
Missouri
$2.43K
AGWCA
208
Annis Gardner Whiting Capital Advisors
Florida
$2.43K
FHC
209
First Horizon Corporation
Tennessee
$2.02K
AA
210
Ancora Advisors
Ohio
$2.02K
RIL
211
Rothschild Investment LLC
Illinois
$2.02K
Optiver Holding
212
Optiver Holding
Netherlands
$1.62K
AssetMark Inc
213
AssetMark Inc
California
$1.22K
SIC
214
SJS Investment Consulting
Ohio
$812
LFG
215
Larson Financial Group
Missouri
$810
OC
216
Optima Capital
Oregon
$810
MB
217
MidFirst Bank
Oklahoma
$810
TFM
218
TFC Financial Management
Massachusetts
$405
KFAS
219
Keating Financial Advisory Services
Kansas
$405
MCM
220
MAI Capital Management
Ohio
$405
BA
221
Bridgewater Associates
Connecticut
KWM
222
Kingsview Wealth Management
Oregon
CAU
223
Caxton Associates (UK)
HF
224
HRT Financial
New York
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
225
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada