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Willamette Valley Vineyards
WVVI

35 hedge funds and large institutions have $1.46M invested in Willamette Valley Vineyards in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 3 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership: →

less funds holding

Funds holding: →

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

22% less capital invested

Capital invested by funds: $1.87M → $1.46M (-$410K)

Holders
35
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
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
+$2.65K
2
+$1.89K
3
+$1.26K
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$272
5
Osaic Holdings
Osaic Holdings
Arizona
+$272

Top Sellers

1
-$63.1K
2
-$7.9K
3
-$7.08K
4
Wells Fargo
Wells Fargo
California
-$6.81K
5
Bank of America
Bank of America
North Carolina
-$5.22K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$1.04K
US Bancorp
27
US Bancorp
Minnesota
$1.03K
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1K
PA
29
Parallel Advisors
California
$771
SS
30
SBI Securities
Japan
$416
WWM
31
Wolff Wiese Magana
California
$371
FS
32
Financially Speaking
Colorado
$257
AAP
33
Arax Advisory Partners
Colorado
$257
AEPWM
34
Atlantic Edge Private Wealth Management
Florida
$257
Osaic Holdings
35
Osaic Holdings
Arizona
$257
Citadel Advisors
36
Citadel Advisors
Florida
–
Bank of America
37
Bank of America
North Carolina
–
SFG
38
Strive Financial Group
Indiana
–
1
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