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Willamette Valley Vineyards

35 hedge funds and large institutions have $3.69M invested in Willamette Valley Vineyards in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 1 closing their positions.

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.35M 226,341 +14,366 +7%
Renaissance Technologies
2
Renaissance Technologies
New York
$551K 92,352 -11,400 -11%
NCM
3
Next Capital Management
New York
$328K 54,800
CG
4
Colony Group
Massachusetts
$214K 35,921 +35,921 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$160K 26,740 -56 -0.2%
TA
6
Teton Advisors
New York
$137K 23,000
GF
7
Gabelli Funds
New York
$119K 20,000
Creative Planning
8
Creative Planning
Kansas
$93.4K 15,600 -200 -1%
CWA
9
Clearview Wealth Advisors
Oregon
$92.9K 15,574
State Street
10
State Street
Massachusetts
$84.5K 14,112
Bank of America
11
Bank of America
North Carolina
$79.3K 13,293 -529 -4%
Wells Fargo
12
Wells Fargo
California
$78.3K 13,126 -2,000 -13%
NA
13
NewEdge Advisors
Louisiana
$77.1K 12,921
JIR
14
James Investment Research
Ohio
$77K 12,921
BlackRock
15
BlackRock
New York
$66.4K 11,132 +224 +2%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$65K 10,850
UBS Group
17
UBS Group
Switzerland
$24.6K 4,119 -1,021 -20%
Morgan Stanley
18
Morgan Stanley
New York
$21.9K 3,675 -401 -10%
US Bancorp
19
US Bancorp
Minnesota
$16.1K 2,700
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$13K 2,100 +2,000 +2,000%
Osaic Holdings
21
Osaic Holdings
Arizona
$11K 1,728 -4,088 -70%
TRCT
22
Tower Research Capital (TRC)
New York
$9K 1,523 -55 -3%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$5.99K 1,000
RBC
24
Romano Brothers & Co
Illinois
$5.97K 1,000 +1,000 New
NIC
25
Northwest Investment Counselors
Oregon
$2.4K 400