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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
Morgan Stanley
26
Morgan Stanley
New York
$13.6M +$272K +2,762 +2%
Charles Schwab
27
Charles Schwab
California
$13M +$842K +8,551 +7%
AG
28
Algert Global
California
$11.3M +$668K +6,786 +7%
NAMI
29
Nomura Asset Management International
Pennsylvania
$11.2M +$10.7M +108,400 New
TI
30
Trexquant Investment
Connecticut
$9.36M -$9.59M -97,403 -52%
Tudor Investment Corp
31
Tudor Investment Corp
Connecticut
$9.18M -$43.7K -444 -0.5%
Asset Management One
32
Asset Management One
Japan
$8.85M +$3.92M +39,832 +99%
KCM
33
Kennedy Capital Management
Missouri
$8.59M -$34.1K -346 -0.4%
EIM
34
Essex Investment Management
Massachusetts
$7.97M -$196K -1,994 -3%
Citadel Advisors
35
Citadel Advisors
Florida
$7.94M -$10.8M -109,316 -59%
BA
36
Bard Associates
Illinois
$7.61M -$108K -1,100 -1%
KCM
37
Kornitzer Capital Management
Kansas
$7.36M -$219K -2,229 -3%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$7.07M +$3.71M +37,687 +124%
HF
39
HRT Financial
New York
$6.82M -$7.49M -76,112 -54%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$6.68M +$287K +2,916 +5%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$6.6M +$286K +2,910 +5%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$6.43M +$1.71M +17,354 +39%
PAM
43
Panagora Asset Management
Massachusetts
$6.34M +$336K +3,415 +6%
SG Americas Securities
44
SG Americas Securities
New York
$6.26M +$5.09M +51,753 +601%
PCM
45
Portolan Capital Management
Massachusetts
$5.97M +$3.96M +40,269 +232%
Deutsche Bank
46
Deutsche Bank
Germany
$5.47M +$4.2M +42,621 +418%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$5.37M +$8.86K +90 +0.1%
Invesco
48
Invesco
Georgia
$5.35M +$2.45M +24,889 +93%
Marshall Wace
49
Marshall Wace
United Kingdom
$5.26M +$1.9M +19,260 +61%
SCM
50
Shelton Capital Management
Colorado
$5.18M