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Willdan Group

253 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, 102 increasing their positions, 78 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $11M | Put options by funds: $4.97M

31% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 78

1.57% more ownership

Funds ownership: 75.64%77.21% (+1.6%)

5% less funds holding

Funds holding: 266253 (-13)

14% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 57

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
253
Holders Change
-13
Holders Change %
-4.89%
% of All Funds
3.11%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
49
Increased
102
Reduced
78
Closed
57
Calls
$11M
Puts
$4.97M
Net Calls
+$6.06M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
226
Blue Bell Private Wealth Management
Pennsylvania
$7.35K +$4.66K +44 +85%
ACM
227
Accent Capital Management
Ohio
$5.82K +$8.04K +76 New
FMTCOCP
228
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
LFG
229
Larson Financial Group
Missouri
$3.83K
AF
230
Allworth Financial
California
$3.83K +$3.07K +29 +138%
CCMW
231
Cypress Capital Management (Wyoming)
Wyoming
$3.83K +$5.29K +50 New
AAP
232
Arax Advisory Partners
Colorado
$3.61K +$4.23K +40 +2,000%
IA
233
IFP Advisors
Florida
$2.99K -$952 -9 -19%
QL
234
Quarry LP
New York
$2.91K -$7.41K -70 -65%
ZBNA
235
Zions Bancorporation, National Association
Utah
$2.91K +$4.02K +38 New
LWMI
236
Legacy Wealth Management (Idaho)
Idaho
$2.6K +$3.6K +34 New
AA
237
Ancora Advisors
Ohio
$2.6K +$3.6K +34 New
CT
238
Colonial Trust
South Carolina
$2.59K
MCM
239
MAI Capital Management
Ohio
$1.91K +$2.43K +23 +1,150%
PA
240
Parallel Advisors
California
$1.76K +$2.43K +23 New
CFB
241
Cullen/Frost Bankers
Texas
$1.23K
RIL
242
Rothschild Investment LLC
Illinois
$1.15K -$423 -4 -21%
PFBT
243
Parkside Financial Bank & Trust
Missouri
$1.15K
TWC
244
TD Waterhouse Canada
Ontario, Canada
$869 -$284K -2,688 -100%
RFP
245
Root Financial Partners
California
$612 +$846 +8 New
TPCW
246
TD Private Client Wealth
New York
$536
TWD
247
True Wealth Design
Ohio
$536
SIC
248
SJS Investment Consulting
Ohio
$460 -$106 -1 -14%
TPWA
249
Twin Peaks Wealth Advisors
California
$230 +$317 +3 New
QCG
250
Quadrant Capital Group
Ohio
$154 +$212 +2 New