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Willamette Valley Vineyards
WVVI

37 hedge funds and large institutions have $1.87M invested in Willamette Valley Vineyards in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

1.69% less ownership

Funds ownership: 14.01% → 12.33% (-1.7%)

5% less funds holding

Funds holding: 39 → 37 (-2)

26% less capital invested

Capital invested by funds: $2.52M → $1.87M (-$653K)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
37
Holders Change
-2
Holders Change %
-5.13%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$64.6K
2
Wells Fargo
Wells Fargo
California
+$6.87K
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$3.12K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.57K
5
BlackRock
BlackRock
New York
+$1.4K

Top Sellers

Rank Fund Capital Flow
1
FL
FreeGulliver LLC
Louisiana
-$373K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$39.1K
3
Morgan Stanley
Morgan Stanley
New York
-$12.3K
4
Renaissance Technologies
Renaissance Technologies
New York
-$10.9K
5
TA
Teton Advisors
New York
-$7.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
26
Clarity Asset Management
Iowa
$2.13K – – –
FFA
27
Farther Finance Advisors
California
$1.33K – – –
US Bancorp
28
US Bancorp
Minnesota
$1.22K – – –
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1K +$939 +301 +301%
PA
31
Parallel Advisors
California
$915 – – –
WWM
32
Wolff Wiese Magana
California
$440 – – –
SS
33
SBI Securities
Japan
$409 +$66 +21 +19%
AAP
34
Arax Advisory Partners
Colorado
$305 – – –
AEPWM
35
Atlantic Edge Private Wealth Management
Florida
$305 – – –
FS
36
Financially Speaking
Colorado
$305 – – –
SFG
37
Strive Financial Group
Indiana
$134 +$137 +44 New
FL
38
FreeGulliver LLC
Louisiana
– -$373K -102,573 Closed
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
– -$39.1K -10,743 Closed
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
– -$1.13K -315 Closed
Osaic Holdings
41
Osaic Holdings
Arizona
– -$1.39K -300 Closed
ASN
42
Advisory Services Network
Georgia
– -$175 -49 Closed
1
2

WVVI Hedge Fund Activity: Q4 2025 in Review

37 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q4 2025, worth a combined $1.87M — down 26% from $2.52M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of WVVI and 3 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 10 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $64.6K. The largest seller was FreeGulliver LLC, exiting entirely with an estimated $373K sold.

  • 37 institutional investors held Willamette Valley Vineyards (WVVI) as of Q4 2025, down from 39 in Q3 2025.
  • Funds reported $1.87M of Willamette Valley Vineyards stock for Q4 2025, down 26% quarter-over-quarter.
  • 3 funds opened new Willamette Valley Vineyards positions in Q4 2025 and 5 closed out, a net change of -2 holders.
  • The largest Willamette Valley Vineyards buyer in Q4 2025 was Citadel Advisors, an estimated $64.6K added.
  • The largest Willamette Valley Vineyards seller in Q4 2025 was FreeGulliver LLC, an estimated $373K sold.

Based on aggregated 13F filings for Q4 2025.