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Winmark

230 hedge funds and large institutions have $1.39B invested in Winmark in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 88 increasing their positions, 67 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
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 +$89M
2 +$17.6M
3 +$6.84M
4
Principal Financial Group
Principal Financial Group
Iowa
+$6.34M
5
Morgan Stanley
Morgan Stanley
New York
+$5.92M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
201
Parkside Financial Bank & Trust
Missouri
$6.41K
WA
202
WPG Advisers
Maryland
$6.41K
SWP
203
Strategic Wealth Partners
Ohio
$5.99K
Osaic Holdings
204
Osaic Holdings
Arizona
$5.98K
EWA
205
EverSource Wealth Advisors
Alabama
$4.7K
Jones Financial Companies
206
Jones Financial Companies
Missouri
$4.59K
AF
207
Allworth Financial
California
$4.28K
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$4.28K
FHC
209
First Horizon Corporation
Tennessee
$4.28K
TWD
210
True Wealth Design
Ohio
$3.85K
EPL
211
Essential Partners LLC
California
$3.85K
Mitsubishi UFJ Asset Management
212
Mitsubishi UFJ Asset Management
Japan
$3.42K
IA
213
IFP Advisors
Florida
$2.99K
MCM
214
MAI Capital Management
Ohio
$2.57K
KFAS
215
Keating Financial Advisory Services
Kansas
$2.56K
RWS
216
Retirement Wealth Solutions
Wisconsin
$2.14K
AGWCA
217
Annis Gardner Whiting Capital Advisors
Florida
$2.14K
AA
218
Ancora Advisors
Ohio
$2.14K
RIL
219
Rothschild Investment LLC
Illinois
$2.14K
HFS
220
Hantz Financial Services
Michigan
$2K
TPWA
221
Twin Peaks Wealth Advisors
California
$1.71K
QL
222
Quarry LP
New York
$1.28K
AssetMark Inc
223
AssetMark Inc
California
$1.28K
SIC
224
SJS Investment Consulting
Ohio
$859
MB
225
MidFirst Bank
Oklahoma
$855