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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
Goldman Sachs
26
Goldman Sachs
New York
$9.94M -$1.59M -14,987 -10%
Charles Schwab
27
Charles Schwab
California
$9.4M -$326K -3,081 -2%
Morgan Stanley
28
Morgan Stanley
New York
$9.32M -$967K -9,136 -7%
Tudor Investment Corp
29
Tudor Investment Corp
Connecticut
$8.49M +$2.36M +22,310 +25%
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$8.49M -$3.7M -34,960 -24%
VFT
31
Vanguard Fiduciary Trust
Pennsylvania
$7.33M +$10.1M +95,754 New
Russell Investments Group
32
Russell Investments Group
United Kingdom
$7.23M +$3.25M +30,734 +48%
PCM
33
Portolan Capital Management
Massachusetts
$7.19M +$3.85M +36,351 +63%
KCM
34
Kennedy Capital Management
Missouri
$6.4M +$77.3K +731 +0.9%
Point72 Asset Management
35
Point72 Asset Management
Connecticut
$6M +$7.74M +73,172 +1,394%
EIM
36
Essex Investment Management
Massachusetts
$5.99M +$145K +1,371 +2%
HF
37
HRT Financial
New York
$5.98M +$1.29M +12,226 +19%
Lord, Abbett & Co
38
Lord, Abbett & Co
New Jersey
$5.85M -$7.32M -69,211 -48%
NAMI
39
Nomura Asset Management International
Pennsylvania
$5.46M -$3.93M -37,119 -34%
TI
40
Trexquant Investment
Connecticut
$5.37M -$2.13M -20,134 -22%
KCM
41
Kornitzer Capital Management
Kansas
$5.29M -$203K -1,923 -3%
PAM
42
Panagora Asset Management
Massachusetts
$4.69M +$8.15K +77 +0.1%
AllianceBernstein
43
AllianceBernstein
Tennessee
$4.63M -$530K -5,010 -10%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$4.63M +$6.4M +60,465 New
Bank of New York Mellon
45
Bank of New York Mellon
New York
$4.61M -$442K -4,178 -6%
Asset Management One
46
Asset Management One
Japan
$4.6M -$2.1M -19,850 -25%
ECM
47
ExodusPoint Capital Management
New York
$4.19M +$5.78M +54,670 New
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$4.13M -$1.5M -14,175 -21%
Man Group
49
Man Group
United Kingdom
$4.12M +$2.03M +19,156 +55%
AQR Capital Management
50
AQR Capital Management
Connecticut
$4.04M +$1.33M +12,526 +31%