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Willdan Group

155 hedge funds and large institutions have $383M invested in Willdan Group in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

12% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $1.64M

8% more funds holding

Funds holding: 143155 (+12)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.38% less ownership

Funds ownership: 73.46%71.08% (-2.4%)

9% less capital invested

Capital invested by funds: $421M → $383M (-$38.8M)

Holders
155
Holders Change
+12
Holders Change %
+8.39%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
61
Reduced
44
Closed
18
Calls
$1.84M
Puts
$1.64M
Net Calls
+$202K
Net Calls Change
+$367K
Name Holding Trade Value Shares
Change
Change in
Stake
A
126
AlphaQuest
New York
$73K -$308K -7,185 -79%
TRCT
127
Tower Research Capital (TRC)
New York
$64.1K +$59.5K +1,387 +470%
AIP
128
Ameritas Investment Partners
Nebraska
$46.8K
New York State Teachers Retirement System (NYSTRS)
129
New York State Teachers Retirement System (NYSTRS)
New York
$43K
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$42K +$5.06K +118 +12%
FFA
131
Farther Finance Advisors
California
$40.2K +$45.3K +1,056 New
PD
132
Point72 (DIFC)
United Arab Emirates
$37.9K +$42.7K +995 New
California State Teachers Retirement System (CalSTRS)
133
California State Teachers Retirement System (CalSTRS)
California
$35.8K +$1.16K +27 +3%
TSMHT
134
Thurston Springer Miller Herd & Titak
Indiana
$31.4K -$10.4K -242 -23%
KIM
135
Kestra Investment Management
Texas
$23.2K +$26.2K +610 New
SCM
136
Sterling Capital Management
North Carolina
$15.3K +$15.4K +359 +816%
AB
137
Amalgamated Bank
New York
$15K
PWMG
138
Prestige Wealth Management Group
New Jersey
$11.4K +$12.9K +300 New
SSG
139
Summit Securities Group
New York
$11.2K +$12.6K +294 New
C
140
Covestor
United Kingdom
$11K +$6.52K +152 +109%
VCM
141
Versant Capital Management
Arizona
$5.94K +$6.69K +156 New
GI
142
GAMMA Investing
California
$4.3K +$2.06K +48 +74%
CT
143
Colonial Trust
South Carolina
$2.81K
Nisa Investment Advisors
144
Nisa Investment Advisors
Missouri
$1.22K
CFB
145
Cullen/Frost Bankers
Texas
$1.07K +$1.2K +28 New
RIL
146
Rothschild Investment LLC
Illinois
$762 +$215 +5 +33%
Creative Planning
147
Creative Planning
Kansas
$609 +$686 +16 New
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$419 -$644 -15 -58%
SS
149
SBI Securities
Japan
$305 +$343 +8 New
TWD
150
True Wealth Design
Ohio
$267