Winmark
WINA
225 hedge funds and large institutions have $1.22B 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.
43% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 23
12% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 73
4% more funds holding
Funds holding: 217 → 225 (+8)
0.57% more ownership
Funds ownership: 84.32% → 84.89% (+0.57%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
18% less capital invested
Capital invested by funds: $1.49B → $1.22B (-$268M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$23.3M |
| 2 |
Goldman Sachs
New York
|
+$17.4M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$6.37M |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$5.13M |
| 5 |
State Street
Boston,
Massachusetts
|
+$3.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAMG
CWA Asset Management Group
Naples,
Florida
|
-$8.19M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$8.07M |
| 3 |
Neuberger Berman Group
New York
|
-$7.59M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$7.55M |
| 5 |
BA
Bridgewater Associates
Westport,
Connecticut
|
-$7.33M |
WINA Hedge Fund Activity: Q4 2025 in Review
225 institutional investors reported a position in Winmark (WINA) for Q4 2025, worth a combined $1.22B — down 18% from $1.49B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new WINA positions and 23 closed out — a net gain of 10 holders — while 82 added to existing stakes and 73 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $23.3M. The largest seller was CWA Asset Management Group, cutting an estimated $8.19M.
- 225 institutional investors held Winmark (WINA) as of Q4 2025, up from 217 in Q3 2025.
- Funds reported $1.22B of Winmark stock for Q4 2025, down 18% quarter-over-quarter.
- 33 funds opened new Winmark positions in Q4 2025 and 23 closed out, a net change of +10 holders.
- The largest Winmark buyer in Q4 2025 was First Trust Advisors, an estimated $23.3M added.
- The largest Winmark seller in Q4 2025 was CWA Asset Management Group, an estimated $8.19M sold.
Based on aggregated 13F filings for Q4 2025.