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Willamette Valley Vineyards

39 hedge funds and large institutions have $3.83M invested in Willamette Valley Vineyards in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.24M 224,812
FL
2
FreeGulliver LLC
Louisiana
$563K 101,969 +37,254 +58%
Renaissance Technologies
3
Renaissance Technologies
New York
$402K 72,452 -1,100 -1%
NCM
4
Next Capital Management
New York
$302K 54,800
Geode Capital Management
5
Geode Capital Management
Massachusetts
$204K 37,029 +119 +0.3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$179K 32,441 +998 +3%
TA
7
Teton Advisors
New York
$128K 23,000
GF
8
Gabelli Funds
New York
$111K 20,000
Creative Planning
9
Creative Planning
Kansas
$86.1K 15,600
CWA
10
Clearview Wealth Advisors
Oregon
$86K 15,574
JIR
11
James Investment Research
Ohio
$71.7K 12,921
NA
12
NewEdge Advisors
Louisiana
$71.7K 12,921
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$60K 10,850
State Street
14
State Street
Massachusetts
$59.1K 10,700
BlackRock
15
BlackRock
New York
$56.4K 10,162 +10,162 New
Morgan Stanley
16
Morgan Stanley
New York
$40.9K 7,375
Raymond James Financial
17
Raymond James Financial
Florida
$40.9K 7,362 +7,362 New
Wells Fargo
18
Wells Fargo
California
$37.2K 6,700
SPIA
19
Steward Partners Investment Advisory
New York
$28K 5,049
UBS Group
20
UBS Group
Switzerland
$9.98K 1,798 +1,788 +17,880%
Bank of America
21
Bank of America
North Carolina
$9.1K 1,640 +2 +0.1%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$6.4K 1,190 +590 +98%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$6.05K 1,100
AF
24
Allworth Financial
California
$4.84K 877
CAM
25
Clarity Asset Management
Iowa
$3.89K 700