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Willdan Group

254 hedge funds and large institutions have $1.07B invested in Willdan Group in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 69 increasing their positions, 77 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.79% more ownership

Funds ownership: 74.68%75.47% (+0.79%)

10% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 77

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
254
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$44.5M
Puts
$8.87M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
226
Golden State Wealth Management
California
$16K
QL
227
Quarry LP
New York
$15.3K
Federated Hermes
228
Federated Hermes
Pennsylvania
$15.1K
VCM
229
Versant Capital Management
Arizona
$15.1K
GI
230
GAMMA Investing
California
$14.3K
TFA
231
Transamerica Financial Advisors
Florida
$11.6K
Optiver Holding
232
Optiver Holding
Netherlands
$10.2K
PE
233
Point72 Europe
United Kingdom
$9.97K
BNP Paribas Asset Management
234
BNP Paribas Asset Management
France
$8K
HIM
235
Hillsdale Investment Management
Ontario, Canada
$7.74K
FMTCOCP
236
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K
CIBC Private Wealth Group
237
CIBC Private Wealth Group
Georgia
$5.71K
BBPWM
238
Blue Bell Private Wealth Management
Pennsylvania
$5.03K
MCM
239
MAI Capital Management
Ohio
$4.83K
IA
240
IFP Advisors
Florida
$3.87K
CT
241
Colonial Trust
South Carolina
$3.51K
CIAM
242
Caitong International Asset Management
Hong Kong
$2.32K
AF
243
Allworth Financial
California
$1.64K
CFB
244
Cullen/Frost Bankers
Texas
$1.55K
PFBT
245
Parkside Financial Bank & Trust
Missouri
$1.45K
RIL
246
Rothschild Investment LLC
Illinois
$1.45K
GRP
247
Global Retirement Partners
California
$1.35K
PNC Financial Services Group
248
PNC Financial Services Group
Pennsylvania
$1.06K
CA
249
Clearstead Advisors
Ohio
$967
TWD
250
True Wealth Design
Ohio
$677