WVVI icon

Willamette Valley Vineyards
WVVI

Overview Fund Activity

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
Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.52%
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

1
FL
FreeGulliver LLC
Louisiana
+$206K
2
BlackRock
BlackRock
New York
+$56.4K
3
Raymond James Financial
Raymond James Financial
Florida
+$40.9K
4
UBS Group
UBS Group
Switzerland
+$9.92K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.51K

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$6.11K
2
KAS
Kestra Advisory Services
Texas
-$1.78K
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.01K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$48
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.24M – – –
FL
2
FreeGulliver LLC
Louisiana
$563K +$206K +37,254 +58%
Renaissance Technologies
3
Renaissance Technologies
New York
$402K -$6.11K -1,100 -1%
NCM
4
Next Capital Management
New York
$302K – – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$204K +$657 +119 +0.3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$179K +$5.51K +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 +$56.4K +10,162 New
Morgan Stanley
16
Morgan Stanley
New York
$40.9K – – –
Raymond James Financial
17
Raymond James Financial
Florida
$40.9K +$40.9K +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 +$9.92K +1,788 +17,880%
Bank of America
21
Bank of America
North Carolina
$9.1K +$11 +2 +0.1%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$6.4K +$3.17K +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
$3.89K – – –
1
2