Who Owns Willamette Valley Vineyards, Inc. (WVVI)?Hedge Fund & Institutional Holders
Institutional Holders
45
as of Q4 2025
Total Institutional Value
$1.6700047000362818e+61T
% of Float Held
—
QoQ Change in Holders
+12 / -4
Price History
WVVI — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Next Capital Management LLC | New Position | +55K | +$167.0M |
| Clearview Wealth Advisors LLC | New Position | +16K | +$47.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Increased | +342K | +$2.5M |
| Clarity Asset Management, Inc. | New Position | +700 | +$2.0M |
| JAMES INVESTMENT RESEARCH, INC. | New Position | +13K | +$39K |
| CWM, LLC | New Position | +406 | +$1K |
| ROYAL BANK OF CANADA | Increased | +301 | +$0 |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | +823 | +$0 |
| CITADEL ADVISORS LLC | New Position | +21K | +$0 |
| EP Wealth Advisors, LLC | New Position | +16K | +$0 |
| WOLFF WIESE MAGANA LLC | New Position | +144 | +$0 |
| SBI Securities Co., Ltd. | New Position | +134 | +$0 |
| Atlantic Edge Private Wealth Management, LLC | New Position | +100 | +$0 |
| Financially Speaking Inc | New Position | +100 | +$0 |
| Strive Financial Group ,LLC | New Position | +44 | +$0 |
WVVI — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| FreeGulliver LLC | Closed Position | -103K | -$373.4M |
| RENAISSANCE TECHNOLOGIES LLC | Decreased | -4K | -$257.6M |
| DIMENSIONAL FUND ADVISORS LP | Decreased | -1K | -$118.1M |
| Teton Advisors, LLC | Decreased | -3K | -$82.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Closed Position | -11K | -$39.1M |
| Steward Partners Investment Advisory, LLC | Decreased | -275 | -$18.0M |
| UBS Group AG | Decreased | -240 | -$1.8M |
| OSAIC HOLDINGS, INC. | Closed Position | -300 | -$1.4M |
| Advisory Services Network, LLC | Closed Position | -49 | -$175K |
| MORGAN STANLEY | Decreased | -4K | -$20K |
Top Institutional Holders(Q4 2025)
WVVI Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 38 | $223.7M | +9 |
| Q3 2025 | 29 | $1.1B | -5 |
| Q2 2025 | 34 | $1.9B | -3 |
| Q1 2025 | 37 | $2.5B | +3 |
| Q4 2024 | 34 | $902.8M | +6 |
| Q3 2024 | 28 | $661.9M | -1 |
| Q2 2024 | 29 | $868.6M | +1 |
| Q1 2024 | 28 | $64.8T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 45 institutional investors hold WVVI (Willamette Valley Vineyards, Inc.). The largest holder is Next Capital Management LLC with $167.0M in shares. This quarter, 12 institutions opened new positions and 4 closed their positions.
Frequently Asked Questions
How many hedge funds own WVVI?
As of Q4 2025, 45 institutional investors report holding WVVI (Willamette Valley Vineyards, Inc.) in their 13F filings.
Who is the largest institutional holder of WVVI?
The largest institutional holder of WVVI is Next Capital Management LLC with $167.0M in shares.
Is institutional ownership of WVVI increasing or decreasing?
This quarter, 12 institutions opened new positions in WVVI and 4 closed their positions.