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Willamette Valley Vineyards

37 hedge funds and large institutions have $1.87M invested in Willamette Valley Vineyards in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

1.69% less ownership

Funds ownership: 14.01%12.33% (-1.7%)

5% less funds holding

Funds holding: 3937 (-2)

26% less capital invested

Capital invested by funds: $2.52M → $1.87M (-$653K)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
37
Holders Change
-2
Holders Change %
-5.13%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$686K
Renaissance Technologies
2
Renaissance Technologies
New York
$209K -$10.9K -3,500 -5%
NCM
3
Next Capital Management
New York
$167K
Geode Capital Management
4
Geode Capital Management
Massachusetts
$116K +$2.57K +823 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$95.5K -$3.54K -1,136 -4%
Citadel Advisors
6
Citadel Advisors
Florida
$63.1K +$64.6K +20,694 New
TA
7
Teton Advisors
New York
$62.5K -$7.8K -2,500 -11%
GF
8
Gabelli Funds
New York
$61K
EWA
9
EP Wealth Advisors
California
$48.2K +$49.3K +15,792 New
CWA
10
Clearview Wealth Advisors
Oregon
$47.6K +$306 +98 +0.6%
Creative Planning
11
Creative Planning
Kansas
$47.6K
JIR
12
James Investment Research
Ohio
$39.4K
NA
13
NewEdge Advisors
Louisiana
$39.4K
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$34K
BlackRock
15
BlackRock
New York
$33.3K +$1.4K +450 +4%
State Street
16
State Street
Massachusetts
$32.6K
Wells Fargo
17
Wells Fargo
California
$29.6K +$6.87K +2,200 +29%
SPIA
18
Steward Partners Investment Advisory
New York
$14.6K -$858 -275 -5%
National Bank of Canada
19
National Bank of Canada
Quebec, Canada
$6.3K +$3.12K +1,000 +91%
Morgan Stanley
20
Morgan Stanley
New York
$5.87K -$12.3K -3,950 -67%
Bank of America
21
Bank of America
North Carolina
$5.22K +$334 +107 +7%
TRCT
22
Tower Research Capital (TRC)
New York
$3.99K +$365 +117 +10%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$3.63K
AF
24
Allworth Financial
California
$3.29K +$624 +200 +23%
UBS Group
25
UBS Group
Switzerland
$2.52K -$749 -240 -23%

WVVI Hedge Fund Activity: Q4 2025 in Review

37 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q4 2025, worth a combined $1.87M — down 26% from $2.52M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of WVVI and 3 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 10 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $64.6K. The largest seller was FreeGulliver LLC, exiting entirely with an estimated $373K sold.

  • 37 institutional investors held Willamette Valley Vineyards (WVVI) as of Q4 2025, down from 39 in Q3 2025.
  • Funds reported $1.87M of Willamette Valley Vineyards stock for Q4 2025, down 26% quarter-over-quarter.
  • 3 funds opened new Willamette Valley Vineyards positions in Q4 2025 and 5 closed out, a net change of -2 holders.
  • The largest Willamette Valley Vineyards buyer in Q4 2025 was Citadel Advisors, an estimated $64.6K added.
  • The largest Willamette Valley Vineyards seller in Q4 2025 was FreeGulliver LLC, an estimated $373K sold.

Based on aggregated 13F filings for Q4 2025.