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Willamette Valley Vineyards

32 hedge funds and large institutions have $4M invested in Willamette Valley Vineyards in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
32
Holders Change
-2
Holders Change %
-5.88%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
7
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.31M 211,975 -1,428 -0.7%
Renaissance Technologies
2
Renaissance Technologies
New York
$640K 103,752 -19,700 -16%
NCM
3
Next Capital Management
New York
$338K 54,800
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$318K 51,494 +1,378 +3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$165K 26,796
TA
6
Teton Advisors
New York
$142K 23,000
GF
7
Gabelli Funds
New York
$123K 20,000
Creative Planning
8
Creative Planning
Kansas
$97K 15,800
CWA
9
Clearview Wealth Advisors
Oregon
$96K 15,574
Wells Fargo
10
Wells Fargo
California
$94K 15,126 +3,100 +26%
State Street
11
State Street
Massachusetts
$87K 14,112
Bank of America
12
Bank of America
North Carolina
$85K 13,822 +337 +2%
NA
13
NewEdge Advisors
Louisiana
$80K 12,921
JIR
14
James Investment Research
Ohio
$80K 12,921
BCM
15
Bridgeway Capital Management
Texas
$80K 13,000
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$67K 10,850
BlackRock
17
BlackRock
New York
$66K 10,908 -1,788 -14%
Osaic Holdings
18
Osaic Holdings
Arizona
$36K 5,816 -5,647 -49%
UBS Group
19
UBS Group
Switzerland
$32K 5,140 +2,605 +103%
Morgan Stanley
20
Morgan Stanley
New York
$25K 4,076 +1 +0%
US Bancorp
21
US Bancorp
Minnesota
$17K 2,700 +2,300 +575%
TRCT
22
Tower Research Capital (TRC)
New York
$9K 1,578 +659 +72%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$6K 1,000
NIC
24
Northwest Investment Counselors
Oregon
$2K 400
AF
25
Allworth Financial
California
$2K 297