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Willdan Group

252 hedge funds and large institutions have $874M invested in Willdan Group in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 101 increasing their positions, 78 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

16% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 58

24% less capital invested

Capital invested by funds: $1.15B → $874M (-$279M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
252
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11M
Puts
$4.97M
Net Calls
Net Calls Change

Top Buyers

1 +$22.8M
2 +$18.2M
3 +$12.7M
4
Jane Street
Jane Street
New York
+$10.4M
5
Ameriprise
Ameriprise
Minnesota
+$9.78M

Top Sellers

1 -$14.2M
2 -$9.71M
3 -$7.74M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$7.32M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$6.43M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
226
Accent Capital Management
Ohio
$5.82K
FMTCOCP
227
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
LFG
228
Larson Financial Group
Missouri
$3.83K
AF
229
Allworth Financial
California
$3.83K
CCMW
230
Cypress Capital Management (Wyoming)
Wyoming
$3.83K
AAP
231
Arax Advisory Partners
Colorado
$3.61K
IA
232
IFP Advisors
Florida
$2.99K
QL
233
Quarry LP
New York
$2.91K
ZBNA
234
Zions Bancorporation, National Association
Utah
$2.91K
LWMI
235
Legacy Wealth Management (Idaho)
Idaho
$2.6K
AA
236
Ancora Advisors
Ohio
$2.6K
CT
237
Colonial Trust
South Carolina
$2.59K
MCM
238
MAI Capital Management
Ohio
$1.91K
PA
239
Parallel Advisors
California
$1.76K
CFB
240
Cullen/Frost Bankers
Texas
$1.23K
RIL
241
Rothschild Investment LLC
Illinois
$1.15K
PFBT
242
Parkside Financial Bank & Trust
Missouri
$1.15K
TWC
243
TD Waterhouse Canada
Ontario, Canada
$869
RFP
244
Root Financial Partners
California
$612
TPCW
245
TD Private Client Wealth
New York
$536
TWD
246
True Wealth Design
Ohio
$536
SIC
247
SJS Investment Consulting
Ohio
$460
TPWA
248
Twin Peaks Wealth Advisors
California
$230
QCG
249
Quadrant Capital Group
Ohio
$154
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$153