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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
PNC Financial Services Group
251
PNC Financial Services Group
Pennsylvania
$153 -$212 -2 -50%
NSIM
252
North Star Investment Management
Illinois
$153
CA
253
Clearstead Advisors
Ohio
$77 +$106 +1 New
Two Sigma Advisers
254
Two Sigma Advisers
New York
-$16M -154,300 Closed
Neuberger Berman Group
255
Neuberger Berman Group
New York
-$6.43M -62,031 Closed
SG Americas Securities
256
SG Americas Securities
New York
-$6.26M -60,357 Closed
SCM
257
Shelton Capital Management
Colorado
-$5.18M -50,000 Closed
SCM
258
SG Capital Management
Illinois
-$3.23M -31,183 Closed
EI
259
EAM Investors
California
-$2.93M -28,282 Closed
PWS
260
Precision Wealth Strategies
Missouri
-$1.68M -16,212 Closed
EPI
261
Eddie Patel Inc
Illinois
-$1.51M -14,537 Closed
JF
262
Jump Financial
Illinois
-$1.2M -11,530 Closed
CCA
263
Cadent Capital Advisors
Oklahoma
-$1.18M -11,391 Closed
Verition Fund Management
264
Verition Fund Management
Connecticut
-$1.02M -9,885 Closed
OSAM
265
O'Shaughnessy Asset Management
Connecticut
-$892K -8,601 Closed
PAS
266
Parsonex Advisory Services
Colorado
-$648K -6,250 Closed
FAL
267
Focused Alpha LLC
Colorado
-$627K -6,051 Closed
A
268
AlphaQuest
New York
-$619K -5,972 Closed
TF
269
Trek Financial
Arizona
-$596K -5,746 Closed
JG
270
Jain Global
New York
-$593K -5,720 Closed
HIS
271
Harvest Investment Services
Illinois
-$569K -5,487 Closed
SGI
272
Summit Global Investments
Utah
-$543K -5,235 Closed
OC
273
Oppenheimer & Co
New York
-$531K -5,122 Closed
VEA
274
Virtus ETF Advisers
New York
-$487K -4,700 Closed
PFA
275
Pure Financial Advisors
California
-$482K -4,645 Closed