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Willamette Valley Vineyards

39 hedge funds and large institutions have $2.52M invested in Willamette Valley Vineyards in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

0.06% more ownership

Funds ownership: 13.95%14.01% (+0.06%)

0% more funds holding

Funds holding: 3939 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

34% less capital invested

Capital invested by funds: $3.83M → $2.52M (-$1.31M)

Holders
39
Holders Change
Holders Change %
0%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$818K
FL
2
FreeGulliver LLC
Louisiana
$373K +$2.81K +604 +0.6%
Renaissance Technologies
3
Renaissance Technologies
New York
$258K -$1.4K -300 -0.4%
NCM
4
Next Capital Management
New York
$199K
Geode Capital Management
5
Geode Capital Management
Massachusetts
$135K +$694 +149 +0.4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$118K
TA
7
Teton Advisors
New York
$82.1K
GF
8
Gabelli Funds
New York
$71.4K
Creative Planning
9
Creative Planning
Kansas
$56.8K
CWA
10
Clearview Wealth Advisors
Oregon
$56.5K -$233 -50 -0.3%
JIR
11
James Investment Research
Ohio
$46.1K
NA
12
NewEdge Advisors
Louisiana
$46.1K
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$40K
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$39.1K +$50K +10,743 New
State Street
15
State Street
Massachusetts
$38.9K
BlackRock
16
BlackRock
New York
$37.3K +$1.4K +300 +3%
Wells Fargo
17
Wells Fargo
California
$26.8K +$3.73K +800 +12%
Morgan Stanley
18
Morgan Stanley
New York
$21K -$6.99K -1,500 -20%
SPIA
19
Steward Partners Investment Advisory
New York
$18K
Bank of America
20
Bank of America
North Carolina
$5.73K -$168 -36 -2%
TRCT
21
Tower Research Capital (TRC)
New York
$4.25K +$2.9K +622 +109%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$4.12K
UBS Group
23
UBS Group
Switzerland
$3.81K -$3.41K -732 -41%
National Bank of Canada
24
National Bank of Canada
Quebec, Canada
$3.79K
AF
25
Allworth Financial
California
$3.19K

WVVI Hedge Fund Activity: Q3 2025 in Review

39 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q3 2025, worth a combined $2.52M — down 34% from $3.83M a quarter earlier.

Fund positioning in WVVI was balanced in Q3 2025: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 5 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $50K. The largest seller was Raymond James Financial, exiting entirely with an estimated $40.9K sold.

  • 39 institutional investors held Willamette Valley Vineyards (WVVI) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $2.52M of Willamette Valley Vineyards stock for Q3 2025, down 34% quarter-over-quarter.
  • 2 funds opened new Willamette Valley Vineyards positions in Q3 2025 and 2 closed out, a net change of 0 holders.
  • The largest Willamette Valley Vineyards buyer in Q3 2025 was Susquehanna International Group, an estimated $50K added.
  • The largest Willamette Valley Vineyards seller in Q3 2025 was Raymond James Financial, an estimated $40.9K sold.

Based on aggregated 13F filings for Q3 2025.