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Willamette Valley Vineyards
WVVI

Overview Fund Activity

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.

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

1
FL
1
FreeGulliver LLC
Louisiana
$384K
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$219K
3
Wells Fargo
3
Wells Fargo
California
$39.8K
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$187K
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$2K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
TRCT
2
Tower Research Capital (TRC)
New York
$3.09K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$437K
4
HI
4
Human Investing
Oregon
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$43.8K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.34M 224,812 – –
Renaissance Technologies
2
Renaissance Technologies
New York
$437K 73,552 -800 -1%
FL
3
FreeGulliver LLC
Louisiana
$384K 64,715 +64,715 New
NCM
4
Next Capital Management
New York
$326K 54,800 – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$219K 36,910 +2,124 +6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$187K 31,443 +1,502 +5%
TA
7
Teton Advisors
New York
$137K 23,000 – –
GF
8
Gabelli Funds
New York
$119K 20,000 – –
Creative Planning
9
Creative Planning
Kansas
$92.7K 15,600 – –
CWA
10
Clearview Wealth Advisors
Oregon
$92.5K 15,574 – –
JIR
11
James Investment Research
Ohio
$76.8K 12,921 – –
NA
12
NewEdge Advisors
Louisiana
$76.8K 12,921 – –
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$65K 10,850 – –
State Street
14
State Street
Massachusetts
$63.6K 10,700 – –
Morgan Stanley
15
Morgan Stanley
New York
$43.8K 7,375 -100 -1%
Wells Fargo
16
Wells Fargo
California
$39.8K 6,700 +2,000 +43%
SPIA
17
Steward Partners Investment Advisory
New York
$30K 5,049 – –
Bank of America
18
Bank of America
North Carolina
$9.73K 1,638 +1 +0.1%
National Bank of Canada
19
National Bank of Canada
Quebec, Canada
$6.5K 1,100 – –
AF
20
Allworth Financial
California
$5.25K 877 -20 -2%
CAM
21
Clarity Asset Management
Iowa
$4.16K 700 – –
Jones Financial Companies
22
Jones Financial Companies
Missouri
$3.63K 600 – –
TRCT
23
Tower Research Capital (TRC)
New York
$3.09K 520 -868 -63%
US Bancorp
24
US Bancorp
Minnesota
$2.38K 400 – –
Osaic Holdings
25
Osaic Holdings
Arizona
$2.38K 400 +200 +100%
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