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Willamette Valley Vineyards
WVVI

Overview Fund Activity

36 hedge funds and large institutions have $1.94M invested in Willamette Valley Vineyards in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
2
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$39.3K
2
AF
2
Allworth Financial
California
$4.98K
3
HI
3
Human Investing
Oregon
$2.68K
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$2.01K
5
Morgan Stanley
5
Morgan Stanley
New York
$25K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
WS
2
Wedbush Securities
California
$0
3
DLP
3
De Lisle Partners
United Kingdom
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$249K
5
US Bancorp
5
US Bancorp
Minnesota
$1.34K
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.06K 315 – –
PA
27
Parallel Advisors
California
$1.01K 300 – –
Osaic Holdings
28
Osaic Holdings
Arizona
$670 200 -800 -80%
WWM
29
Wolff Wiese Magana
California
$483 144 – –
AEPWM
30
Atlantic Edge Private Wealth Management
Florida
$335 100 – –
AAP
31
Arax Advisory Partners
Colorado
$335 100 – –
FS
32
Financially Speaking
Colorado
$335 100 +100 New
SS
33
SBI Securities
Japan
$248 74 +74 New
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$30 9 – –
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
– – -15,686 Closed
WS
36
Wedbush Securities
California
– – -10,099 Closed
DLP
37
De Lisle Partners
United Kingdom
– – -10,000 Closed
UBS Group
38
UBS Group
Switzerland
– – -28 Closed
CFGS
39
Concourse Financial Group Securities
Alabama
– – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$0 100 – –
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$0 6 – –
1
2