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Willamette Valley Vineyards
WVVI

39 hedge funds and large institutions have $2.52M invested in Willamette Valley Vineyards in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

0.06% more ownership

Funds ownership: 13.95% → 14.01% (+0.06%)

0% more funds holding

Funds holding: 39 → 39 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

34% less capital invested

Capital invested by funds: $3.83M → $2.52M (-$1.31M)

Holders
39
Holders Change
–
Holders Change %
0%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$50K
2
Wells Fargo
Wells Fargo
California
+$3.73K
3
TRCT
Tower Research Capital (TRC)
New York
+$2.9K
4
FL
FreeGulliver LLC
Louisiana
+$2.81K
5
BlackRock
BlackRock
New York
+$1.4K

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$40.9K
2
Morgan Stanley
Morgan Stanley
New York
-$6.99K
3
UBS Group
UBS Group
Switzerland
-$3.41K
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.4K
5
AAS
Ameritas Advisory Services
Nebraska
-$1.24K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
26
Clarity Asset Management
Iowa
$2.5K – – –
FFA
27
Farther Finance Advisors
California
$1.55K – – –
US Bancorp
28
US Bancorp
Minnesota
$1.43K – – –
Osaic Holdings
29
Osaic Holdings
Arizona
$1.39K – – –
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$1.13K – – –
PA
31
Parallel Advisors
California
$1.08K – – –
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
WWM
33
Wolff Wiese Magana
California
$525 – – –
SS
34
SBI Securities
Japan
$403 +$61 +13 +13%
AAP
35
Arax Advisory Partners
Colorado
$364 – – –
AEPWM
36
Atlantic Edge Private Wealth Management
Florida
$364 – – –
FS
37
Financially Speaking
Colorado
$364 – – –
ASN
38
Advisory Services Network
Georgia
$175 +$228 +49 New
Raymond James Financial
39
Raymond James Financial
Florida
– -$40.9K -7,362 Closed
AAS
40
Ameritas Advisory Services
Nebraska
– -$1.24K -225 Closed
1
2

WVVI Hedge Fund Activity: Q3 2025 in Review

39 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q3 2025, worth a combined $2.52M — down 34% from $3.83M a quarter earlier.

Fund positioning in WVVI was balanced in Q3 2025: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 5 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $50K. The largest seller was Raymond James Financial, exiting entirely with an estimated $40.9K sold.

  • 39 institutional investors held Willamette Valley Vineyards (WVVI) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $2.52M of Willamette Valley Vineyards stock for Q3 2025, down 34% quarter-over-quarter.
  • 2 funds opened new Willamette Valley Vineyards positions in Q3 2025 and 2 closed out, a net change of 0 holders.
  • The largest Willamette Valley Vineyards buyer in Q3 2025 was Susquehanna International Group, an estimated $50K added.
  • The largest Willamette Valley Vineyards seller in Q3 2025 was Raymond James Financial, an estimated $40.9K sold.

Based on aggregated 13F filings for Q3 2025.