We are live on ! Find out more
WVVI icon

Willamette Valley Vineyards
WVVI

39 hedge funds and large institutions have $3.83M invested in Willamette Valley Vineyards in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

5% more funds holding

Funds holding: 37 → 39 (+2)

1.17% more ownership

Funds ownership: 12.78% → 13.95% (+1.2%)

1% more capital invested

Capital invested by funds: $3.77M → $3.83M (+$54.4K)

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
FreeGulliver LLC
Louisiana
+$217K
2
BlackRock
BlackRock
New York
+$59.3K
3
Raymond James Financial
Raymond James Financial
Florida
+$43K
4
UBS Group
UBS Group
Switzerland
+$10.4K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.83K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$6.42K
2
KAS
Kestra Advisory Services
Texas
-$1.78K
3
Osaic Holdings
Osaic Holdings
Arizona
-$584
4
JP Morgan Chase
JP Morgan Chase
New York
-$48
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.24M – – –
FL
2
FreeGulliver LLC
Louisiana
$563K +$217K +37,254 +58%
Renaissance Technologies
3
Renaissance Technologies
New York
$402K -$6.42K -1,100 -1%
NCM
4
Next Capital Management
New York
$302K – – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$204K +$695 +119 +0.3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$179K +$5.83K +998 +3%
TA
7
Teton Advisors
New York
$128K – – –
GF
8
Gabelli Funds
New York
$111K – – –
Creative Planning
9
Creative Planning
Kansas
$86.1K – – –
CWA
10
Clearview Wealth Advisors
Oregon
$86K – – –
JIR
11
James Investment Research
Ohio
$71.7K – – –
NA
12
NewEdge Advisors
Louisiana
$71.7K – – –
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$60K – – –
State Street
14
State Street
Massachusetts
$59.1K – – –
BlackRock
15
BlackRock
New York
$56.4K +$59.3K +10,162 New
Morgan Stanley
16
Morgan Stanley
New York
$40.9K – – –
Raymond James Financial
17
Raymond James Financial
Florida
$40.9K +$43K +7,362 New
Wells Fargo
18
Wells Fargo
California
$37.2K – – –
SPIA
19
Steward Partners Investment Advisory
New York
$28K – – –
UBS Group
20
UBS Group
Switzerland
$9.98K +$10.4K +1,788 +17,880%
Bank of America
21
Bank of America
North Carolina
$9.1K +$12 +2 +0.1%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$6.4K +$3.44K +590 +98%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$6.05K – – –
AF
24
Allworth Financial
California
$4.84K – – –
CAM
25
Clarity Asset Management
Iowa
$3.88K – – –
1
2

WVVI Hedge Fund Activity: Q2 2025 in Review

39 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q2 2025, worth a combined $3.83M — up 1.4% from $3.77M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new WVVI positions and 2 closed out — a net gain of 2 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was FreeGulliver LLC, adding an estimated $217K. The largest seller was Renaissance Technologies, cutting an estimated $6.42K.

  • 39 institutional investors held Willamette Valley Vineyards (WVVI) as of Q2 2025, up from 37 in Q1 2025.
  • Funds reported $3.83M of Willamette Valley Vineyards stock for Q2 2025, up 1.4% quarter-over-quarter.
  • 4 funds opened new Willamette Valley Vineyards positions in Q2 2025 and 2 closed out, a net change of +2 holders.
  • The largest Willamette Valley Vineyards buyer in Q2 2025 was FreeGulliver LLC, an estimated $217K added.
  • The largest Willamette Valley Vineyards seller in Q2 2025 was Renaissance Technologies, an estimated $6.42K sold.

Based on aggregated 13F filings for Q2 2025.