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Willamette Valley Vineyards
WVVI

37 hedge funds and large institutions have $3.77M invested in Willamette Valley Vineyards in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more capital invested

Capital invested by funds: $1.94M → $3.77M (+$1.84M)

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

3% more funds holding

Funds holding: 36 → 37 (+1)

1.15% more ownership

Funds ownership: 11.63% → 12.78% (+1.1%)

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
FreeGulliver LLC
Louisiana
+$362K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$11.9K
3
Wells Fargo
Wells Fargo
California
+$11.2K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$8.4K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$2.24K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$39.3K
2
TRCT
Tower Research Capital (TRC)
New York
-$4.86K
3
Renaissance Technologies
Renaissance Technologies
New York
-$4.48K
4
HI
Human Investing
Oregon
-$2.68K
5
Morgan Stanley
Morgan Stanley
New York
-$560
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.34M – – –
Renaissance Technologies
2
Renaissance Technologies
New York
$437K -$4.48K -800 -1%
FL
3
FreeGulliver LLC
Louisiana
$384K +$362K +64,715 New
NCM
4
Next Capital Management
New York
$326K – – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$219K +$11.9K +2,124 +6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$187K +$8.4K +1,502 +5%
TA
7
Teton Advisors
New York
$137K – – –
GF
8
Gabelli Funds
New York
$119K – – –
Creative Planning
9
Creative Planning
Kansas
$92.7K – – –
CWA
10
Clearview Wealth Advisors
Oregon
$92.5K – – –
JIR
11
James Investment Research
Ohio
$76.8K – – –
NA
12
NewEdge Advisors
Louisiana
$76.8K – – –
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$65K – – –
State Street
14
State Street
Massachusetts
$63.6K – – –
Morgan Stanley
15
Morgan Stanley
New York
$43.8K -$560 -100 -1%
Wells Fargo
16
Wells Fargo
California
$39.8K +$11.2K +2,000 +43%
SPIA
17
Steward Partners Investment Advisory
New York
$30K – – –
Bank of America
18
Bank of America
North Carolina
$9.73K +$6 +1 +0.1%
National Bank of Canada
19
National Bank of Canada
Quebec, Canada
$6.5K – – –
AF
20
Allworth Financial
California
$5.25K -$112 -20 -2%
CAM
21
Clarity Asset Management
Iowa
$4.16K – – –
Jones Financial Companies
22
Jones Financial Companies
Missouri
$3.63K – – –
TRCT
23
Tower Research Capital (TRC)
New York
$3.09K -$4.86K -868 -63%
US Bancorp
24
US Bancorp
Minnesota
$2.38K – – –
Osaic Holdings
25
Osaic Holdings
Arizona
$2.38K +$1.12K +200 +100%
1
2

WVVI Hedge Fund Activity: Q1 2025 in Review

37 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q1 2025, worth a combined $3.77M — up 95% from $1.94M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new WVVI positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 5 trimmed.

The largest buyer was FreeGulliver LLC, opening a new position worth an estimated $362K. The largest seller was Citadel Advisors, exiting entirely with an estimated $39.3K sold.

  • 37 institutional investors held Willamette Valley Vineyards (WVVI) as of Q1 2025, up from 36 in Q4 2024.
  • Funds reported $3.77M of Willamette Valley Vineyards stock for Q1 2025, up 95% quarter-over-quarter.
  • 4 funds opened new Willamette Valley Vineyards positions in Q1 2025 and 3 closed out, a net change of +1 holder.
  • The largest Willamette Valley Vineyards buyer in Q1 2025 was FreeGulliver LLC, an estimated $362K added.
  • The largest Willamette Valley Vineyards seller in Q1 2025 was Citadel Advisors, an estimated $39.3K sold.

Based on aggregated 13F filings for Q1 2025.