Who Owns WVVI?
Willamette Valley Vineyards, Inc. — Institutional Ownership & 13F Holdings
$2.75
-0.04 (-1.43%)
Market Cap
$13.6M
Shares Outstanding
4,979,529
Institutional Holders
37
Total Inst. Value
$5.8M
% of Float Held
—
QoQ Holder Change
+9
Institutional data as of Q1 2025
New Positions
7
Closed Positions
4
Increased
8
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.9M | 315 |
| 2 | VANGUARD GROUP INC | $1.3M | 224,812 |
| 3 | RENAISSANCE TECHNOLOGIES LLC | $437K | 73,552 |
| 4 | FreeGulliver LLCNew | $384K | 64,715 |
| 5 | Next Capital Management LLC | $326K | 54,800 |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $219K | 36,910 |
| 7 | JONES FINANCIAL COMPANIES LLLP | $198K | 4,077 |
| 8 | DIMENSIONAL FUND ADVISORS LP | $187K | 31,443 |
| 9 | Teton Advisors, Inc. | $137K | 23,000 |
| 10 | GABELLI FUNDS LLC | $119K | 20,000 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| FreeGulliver LLCNew | +65K | $384K |
| GEODE CAPITAL MANAGEMENT, LLC | +2K | $219K |
| JONES FINANCIAL COMPANIES LLLP | +3K | $198K |
| DIMENSIONAL FUND ADVISORS LP | +2K | $187K |
| Clearview Wealth Advisors LLCNew | +16K | $93K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Tower Research Capital LLC (TRC) | -868 | $3K |
| RENAISSANCE TECHNOLOGIES LLC | -800 | $437K |
| MORGAN STANLEY | -100 | $43K |
| Allworth Financial LP | -20 | $5K |
| JPMORGAN CHASE & CO | -1 | $0 |
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Frequently Asked Questions
How many institutional investors hold WVVI?
As of Q1 2025, 37 institutional investors report holding WVVI (Willamette Valley Vineyards, Inc.) in their 13F filings.
Which hedge fund owns the most WVVI?
The largest institutional holder of WVVI is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $1.9M in shares.
Are institutions buying or selling WVVI?
This quarter, 7 institutions opened new positions in WVVI and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.