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.
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0.95% less ownership
Funds ownership: 12.33% → 11.38% (-0.95%)
5% less funds holding
Funds holding: 37 → 35 (-2)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
22% less capital invested
Capital invested by funds: $1.87M → $1.46M (-$410K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$2.65K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.89K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.26K |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$272 |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$272 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$63.1K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$7.9K |
| 3 |
Renaissance Technologies
New York
|
-$7.08K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$6.81K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$5.22K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1.04K | – | – | – |
|
27
US Bancorp
Minneapolis,
Minnesota
| $1.03K | – | – | – |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | -$272 | -100 | -25% |
|
|
PA
29
Parallel Advisors
San Francisco,
California
| $771 | – | – | – |
|
|
SS
30
SBI Securities
Tokyo,
Japan
| $416 | +$76 | +28 | +21% |
|
|
WWM
31
Wolff Wiese Magana
Carslbad,
California
| $371 | – | – | – |
|
|
AAP
32
Arax Advisory Partners
Denver,
Colorado
| $257 | – | – | – |
|
|
AEPWM
33
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| $257 | – | – | – |
|
|
FS
34
Financially Speaking
Greenwood Village,
Colorado
| $257 | – | – | – |
|
|
35
Osaic Holdings
Scottsdale,
Arizona
| $257 | +$272 | +100 | New |
|
|
36
Citadel Advisors
Miami,
Florida
| – | -$63.1K | -20,694 | Closed |
|
|
37
Bank of America
Charlotte,
North Carolina
| – | -$5.22K | -1,711 | Closed |
|
|
SFG
38
Strive Financial Group
Carmel,
Indiana
| – | -$134 | -44 | Closed |
|
WVVI Hedge Fund Activity: Q1 2026 in Review
35 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q1 2026, worth a combined $1.46M — down 22% from $1.87M a quarter earlier.
Fund positioning in WVVI was balanced in Q1 2026: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 7 trimmed.
The largest buyer was BlackRock, adding an estimated $2.65K. The largest seller was Citadel Advisors, exiting entirely with an estimated $63.1K sold.
- 35 institutional investors held Willamette Valley Vineyards (WVVI) as of Q1 2026, down from 37 in Q4 2025.
- Funds reported $1.46M of Willamette Valley Vineyards stock for Q1 2026, down 22% quarter-over-quarter.
- 3 funds opened new Willamette Valley Vineyards positions in Q1 2026 and 3 closed out, a net change of 0 holders.
- The largest Willamette Valley Vineyards buyer in Q1 2026 was BlackRock, an estimated $2.65K added.
- The largest Willamette Valley Vineyards seller in Q1 2026 was Citadel Advisors, an estimated $63.1K sold.
Based on aggregated 13F filings for Q1 2026.