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Willamette Valley Vineyards
WVVI

Overview Fund Activity

36 hedge funds and large institutions have $1.94M invested in Willamette Valley Vineyards in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
2
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$39.3K
2
AF
2
Allworth Financial
California
$4.98K
3
HI
3
Human Investing
Oregon
$2.68K
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$2.01K
5
Morgan Stanley
5
Morgan Stanley
New York
$25K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
WS
2
Wedbush Securities
California
$0
3
DLP
3
De Lisle Partners
United Kingdom
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$249K
5
US Bancorp
5
US Bancorp
Minnesota
$1.34K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$753K 224,812 – –
Renaissance Technologies
2
Renaissance Technologies
New York
$249K 74,352 -3,300 -4%
NCM
3
Next Capital Management
New York
$184K 54,800 – –
Geode Capital Management
4
Geode Capital Management
Massachusetts
$117K 34,786 – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$100K 29,941 – –
TA
6
Teton Advisors
New York
$77.1K 23,000 – –
GF
7
Gabelli Funds
New York
$67K 20,000 – –
Creative Planning
8
Creative Planning
Kansas
$52.3K 15,600 – –
CWA
9
Clearview Wealth Advisors
Oregon
$52.2K 15,574 – –
NA
10
NewEdge Advisors
Louisiana
$43.3K 12,921 – –
JIR
11
James Investment Research
Ohio
$43.3K 12,921 – –
Citadel Advisors
12
Citadel Advisors
Florida
$39.3K 11,726 +11,726 New
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$37K 10,850 – –
State Street
14
State Street
Massachusetts
$35.8K 10,700 – –
Morgan Stanley
15
Morgan Stanley
New York
$25K 7,475 +500 +7%
SPIA
16
Steward Partners Investment Advisory
New York
$16.9K 5,049 – –
Wells Fargo
17
Wells Fargo
California
$15.7K 4,700 -300 -6%
Bank of America
18
Bank of America
North Carolina
$5.48K 1,637 – –
AF
19
Allworth Financial
California
$4.98K 897 +600 +202%
TRCT
20
Tower Research Capital (TRC)
New York
$4.65K 1,388 -323 -19%
National Bank of Canada
21
National Bank of Canada
Quebec, Canada
$3.69K 1,100 – –
HI
22
Human Investing
Oregon
$2.68K 800 +800 New
CAM
23
Clarity Asset Management
Iowa
$2.35K 700 – –
Jones Financial Companies
24
Jones Financial Companies
Missouri
$2.01K 600 +600 New
US Bancorp
25
US Bancorp
Minnesota
$1.34K 400 -2,300 -85%
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