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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
AF
251
Allworth Financial
California
$2.18K +$394 +4 +24%
RIL
252
Rothschild Investment LLC
Illinois
$1.97K +$394 +4 +27%
CFB
253
Cullen/Frost Bankers
Texas
$1.66K
PFBT
254
Parkside Financial Bank & Trust
Missouri
$1.55K
Jones Financial Companies
255
Jones Financial Companies
Missouri
$1.45K -$35.6K -362 -96%
TPCW
256
TD Private Client Wealth
New York
$726
TWD
257
True Wealth Design
Ohio
$726
SIC
258
SJS Investment Consulting
Ohio
$726 +$689 +7 New
NFSG
259
Newbridge Financial Services Group
Florida
$622
BIM
260
Breakwater Investment Management
Washington
$519 +$492 +5 New
CIAM
261
Caitong International Asset Management
Hong Kong
$518 -$1.87K -19 -79%
PNC Financial Services Group
262
PNC Financial Services Group
Pennsylvania
$415 -$689 -7 -64%
MCM
263
MAI Capital Management
Ohio
$208 -$4.72K -48 -96%
AAP
264
Arax Advisory Partners
Colorado
$207 -$129K -1,308 -100%
NSIM
265
North Star Investment Management
Illinois
$207
MPWT
266
MassMutual Private Wealth & Trust
Connecticut
$104 +$98 +1 New
Walleye Capital
267
Walleye Capital
New York
-$10.3M -106,682 Closed
GIPM
268
G2 Investment Partners Management
New York
-$4.47M -46,196 Closed
DRP
269
Decker Retirement Planning
Utah
-$3.26M -33,679 Closed
ECM
270
ExodusPoint Capital Management
New York
-$3.03M -31,349 Closed
DLP
271
De Lisle Partners
United Kingdom
-$1.55M -16,000 Closed
DTL
272
Dynamic Technology Lab
Singapore
-$1.26M -13,083 Closed
Mackenzie Financial
273
Mackenzie Financial
Ontario, Canada
-$1.1M -11,411 Closed
XT
274
XTX Topco
Cayman Islands
-$1.07M -11,042 Closed
Voloridge Investment Management
275
Voloridge Investment Management
Florida
-$1.05M -10,816 Closed