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Willdan Group

266 hedge funds and large institutions have $1.15B invested in Willdan Group in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 101 increasing their positions, 79 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

622% more call options, than puts

Call options by funds: $24.4M | Put options by funds: $3.37M

37% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 38

28% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 79

8% more capital invested

Capital invested by funds: $1.07B → $1.15B (+$84.5M)

4% more funds holding

Funds holding: 256266 (+10)

0.01% less ownership

Funds ownership: 75.65%75.64% (-0.01%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
266
Holders Change
+10
Holders Change %
+3.91%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
52
Increased
101
Reduced
79
Closed
38
Calls
$24.4M
Puts
$3.37M
Net Calls
+$21M
Net Calls Change
-$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
226
Harbour Investments
Wisconsin
$31.8K -$2.46K -25 -8%
TSMHT
227
Thurston Springer Miller Herd & Titak
Indiana
$27.6K +$26.2K +266 New
SWM
228
Spire Wealth Management
Virginia
$26.4K +$25.1K +255 New
EWA
229
EverSource Wealth Advisors
Alabama
$26.3K +$6.6K +67 +36%
BNP Paribas Asset Management
230
BNP Paribas Asset Management
France
$26K +$17.1K +174 +215%
FC
231
Financial Consulate
Maryland
$20.7K +$19.7K +200 New
GI
232
GAMMA Investing
California
$20.6K +$5.02K +51 +34%
EP
233
Essential Partners
California
$19.3K
GSWM
234
Golden State Wealth Management
California
$17.1K
VCM
235
Versant Capital Management
Arizona
$16.2K
C
236
Covestor
United Kingdom
$16K -$24.1K -245 -61%
Nisa Investment Advisors
237
Nisa Investment Advisors
Missouri
$15.4K -$4.23K -43 -22%
QL
238
Quarry LP
New York
$11.2K -$4.92K -50 -32%
SS
239
SBI Securities
Japan
$10.8K -$15.6K -158 -60%
Group One Trading
240
Group One Trading
Illinois
$9.33K -$534K -5,423 -98%
HIM
241
Hillsdale Investment Management
Ontario, Canada
$8.29K
FMTCOCP
242
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K
Optiver Holding
243
Optiver Holding
Netherlands
$6.74K -$4.04K -41 -39%
GRP
244
Global Retirement Partners
California
$6.22K +$4.53K +46 +329%
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$6.12K
BBPWM
246
Blue Bell Private Wealth Management
Pennsylvania
$5.39K
LFG
247
Larson Financial Group
Missouri
$5.18K +$4.92K +50 New
IA
248
IFP Advisors
Florida
$4.98K +$788 +8 +20%
CT
249
Colonial Trust
South Carolina
$3.73K
US Bancorp
250
US Bancorp
Minnesota
$2.9K +$2.76K +28 New