WVVI icon

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.

Upgrade to unlock
New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership: →

more funds holding

Funds holding: →

more first-time investments, than exits

New positions opened: | Existing positions closed:

34% less capital invested

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

Holders
39
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
+$50K
2
+$3.73K
3
+$2.9K
4
FL
FreeGulliver LLC
Louisiana
+$2.81K
5
BlackRock
BlackRock
New York
+$1.4K

Top Sellers

1
-$40.9K
2
-$6.99K
3
-$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
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
Raymond James Financial
39
Raymond James Financial
Florida
–
AAS
40
Ameritas Advisory Services
Nebraska
–
1
2