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Willdan Group

190 hedge funds and large institutions have $679M invested in Willdan Group in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 70 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,192% more call options, than puts

Call options by funds: $875K | Put options by funds: $12K

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

59% more capital invested

Capital invested by funds: $428M → $679M (+$251M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 60

11% more funds holding

Funds holding: 171190 (+19)

1.88% more ownership

Funds ownership: 72.95%74.83% (+1.9%)

Holders
190
Holders Change
+19
Holders Change %
+11.11%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
36
Increased
70
Reduced
60
Closed
17
Calls
$875K
Puts
$12K
Net Calls
+$863K
Net Calls Change
-$119K
Name Holding Trade Value Shares
Change
Change in
Stake
SGI
76
Summit Global Investments
Utah
$1.06M -$68K -1,426 -8%
UBS Group
77
UBS Group
Switzerland
$1.04M -$1.46M -30,647 -65%
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$1M -$436K -9,151 -36%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$979K +$64.8K +1,359 +9%
Legal & General Group
80
Legal & General Group
United Kingdom
$966K +$613K +12,861 +495%
Osaic Holdings
81
Osaic Holdings
Arizona
$963K -$10.6K -223 -1%
MCP
82
Militia Capital Partners
Nevada
$938K -$47.7K -1,000 -6%
II
83
Inspire Investing
Idaho
$909K -$162K -3,387 -19%
OAC
84
OMERS Administration Corp
Ontario, Canada
$900K +$148K +3,100 +27%
Los Angeles Capital Management
85
Los Angeles Capital Management
California
$873K -$1.26M -26,400 -65%
MAM
86
Martingale Asset Management
Massachusetts
$864K -$183K -3,843 -22%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$858K +$28.7K +601 +5%
Stifel Financial
88
Stifel Financial
Missouri
$818K -$122K -2,550 -16%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$804K +$1.53K +32 +0.2%
T. Rowe Price Associates
90
T. Rowe Price Associates
Maryland
$734K +$40.8K +855 +8%
CIC
91
Chase Investment Counsel
Virginia
$725K
YIH
92
Y-Intercept (HK)
Hong Kong
$713K +$544K +11,402 New
IIM
93
INTECH Investment Management
Florida
$711K +$184K +3,850 +51%
TA
94
Teton Advisors
New York
$688K -$191K -4,000 -27%
UBS AM
95
UBS AM
Illinois
$686K +$524K +10,979 New
PAS
96
Parsonex Advisory Services
Colorado
$625K +$477K +10,000 New
Mackenzie Financial
97
Mackenzie Financial
Ontario, Canada
$604K +$50.7K +1,064 +12%
BHCM
98
Brevan Howard Capital Management
Jersey
$596K +$455K +9,537 New
Comerica Bank
99
Comerica Bank
Texas
$587K -$39.9K -836 -8%
Principal Financial Group
100
Principal Financial Group
Iowa
$585K +$39.5K +828 +10%

WLDN Hedge Fund Activity: Q2 2025 in Review

190 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q2 2025, worth a combined $679M — up 59% from $428M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new WLDN positions and 17 closed out — a net gain of 19 holders — while 70 added to existing stakes and 60 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $15.4M. The largest seller was Forager Capital Management, cutting an estimated $22.1M.

  • 190 institutional investors held Willdan Group (WLDN) as of Q2 2025, up from 171 in Q1 2025.
  • Funds reported $679M of Willdan Group stock for Q2 2025, up 59% quarter-over-quarter.
  • 36 funds opened new Willdan Group positions in Q2 2025 and 17 closed out, a net change of +19 holders.
  • The largest Willdan Group buyer in Q2 2025 was Wasatch Advisors, an estimated $15.4M added.
  • The largest Willdan Group seller in Q2 2025 was Forager Capital Management, an estimated $22.1M sold.

Based on aggregated 13F filings for Q2 2025.