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Willamette Valley Vineyards

34 hedge funds and large institutions have $4.19M invested in Willamette Valley Vineyards in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 6 closing their positions.

Holders
34
Holders Change
-4
Holders Change %
-10.53%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.34M 213,403
Renaissance Technologies
2
Renaissance Technologies
New York
$774K 123,452 -17,905 -13%
NCM
3
Next Capital Management
New York
$343K 54,800
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$314K 50,116 +8,151 +19%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$168K 26,796 +936 +4%
TA
6
Teton Advisors
New York
$144K 23,000
GF
7
Gabelli Funds
New York
$125K 20,000
Creative Planning
8
Creative Planning
Kansas
$99K 15,800 +300 +2%
CWA
9
Clearview Wealth Advisors
Oregon
$98K 15,574
State Street
10
State Street
Massachusetts
$88K 14,112
Bank of America
11
Bank of America
North Carolina
$85K 13,485 +127 +1%
BCM
12
Bridgeway Capital Management
Texas
$82K 13,000
JIR
13
James Investment Research
Ohio
$81K 12,921 +5,000 +63%
NA
14
NewEdge Advisors
Louisiana
$81K 12,921 +12,921 New
BlackRock
15
BlackRock
New York
$80K 12,696 -195 -2%
Wells Fargo
16
Wells Fargo
California
$76K 12,026 +7,302 +155%
Osaic Holdings
17
Osaic Holdings
Arizona
$72K 11,463 +541 +5%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$68K 10,850
Morgan Stanley
19
Morgan Stanley
New York
$26K 4,075 -3 -0.1%
UBS Group
20
UBS Group
Switzerland
$16K 2,535 -3,128 -55%
National Bank of Canada
21
National Bank of Canada
Quebec, Canada
$6K 1,000
TRCT
22
Tower Research Capital (TRC)
New York
$6K 919 +276 +43%
US Bancorp
23
US Bancorp
Minnesota
$3K 400
NIC
24
Northwest Investment Counselors
Oregon
$3K 400
PA
25
Parallel Advisors
California
$2K 300