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Willamette Valley Vineyards
WVVI

37 hedge funds and large institutions have $3.77M invested in Willamette Valley Vineyards in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more capital invested

Capital invested by funds: $1.94M → $3.77M (+$1.84M)

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

3% more funds holding

Funds holding: 36 → 37 (+1)

1.15% more ownership

Funds ownership: 11.63% → 12.78% (+1.1%)

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
FreeGulliver LLC
Louisiana
+$362K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$11.9K
3
Wells Fargo
Wells Fargo
California
+$11.2K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$8.4K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$2.24K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$39.3K
2
TRCT
Tower Research Capital (TRC)
New York
-$4.86K
3
Renaissance Technologies
Renaissance Technologies
New York
-$4.48K
4
HI
Human Investing
Oregon
-$2.68K
5
Morgan Stanley
Morgan Stanley
New York
-$560
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.24K +400 +6,667%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.87K – – –
FFA
28
Farther Finance Advisors
California
$1.82K +$1.68K +301 New
PA
29
Parallel Advisors
California
$1.78K – – –
KAS
30
Kestra Advisory Services
Texas
$1.78K +$1.68K +300 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1K – – –
WWM
32
Wolff Wiese Magana
California
$856 – – –
AAP
33
Arax Advisory Partners
Colorado
$594 – – –
AEPWM
34
Atlantic Edge Private Wealth Management
Florida
$594 – – –
SS
35
SBI Securities
Japan
$523 +$78 +14 +19%
UBS Group
36
UBS Group
Switzerland
$59 +$56 +10 New
JP Morgan Chase
37
JP Morgan Chase
New York
$48 -$6 -1 -11%
Citadel Advisors
38
Citadel Advisors
Florida
– -$39.3K -11,726 Closed
HI
39
Human Investing
Oregon
– -$2.68K -800 Closed
FS
40
Financially Speaking
Colorado
– -$335 -100 Closed
1
2

WVVI Hedge Fund Activity: Q1 2025 in Review

37 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q1 2025, worth a combined $3.77M — up 95% from $1.94M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new WVVI positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 5 trimmed.

The largest buyer was FreeGulliver LLC, opening a new position worth an estimated $362K. The largest seller was Citadel Advisors, exiting entirely with an estimated $39.3K sold.

  • 37 institutional investors held Willamette Valley Vineyards (WVVI) as of Q1 2025, up from 36 in Q4 2024.
  • Funds reported $3.77M of Willamette Valley Vineyards stock for Q1 2025, up 95% quarter-over-quarter.
  • 4 funds opened new Willamette Valley Vineyards positions in Q1 2025 and 3 closed out, a net change of +1 holder.
  • The largest Willamette Valley Vineyards buyer in Q1 2025 was FreeGulliver LLC, an estimated $362K added.
  • The largest Willamette Valley Vineyards seller in Q1 2025 was Citadel Advisors, an estimated $39.3K sold.

Based on aggregated 13F filings for Q1 2025.