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Willdan Group

171 hedge funds and large institutions have $428M invested in Willdan Group in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,155% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $85K

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

12% more capital invested

Capital invested by funds: $383M → $428M (+$45.5M)

10% more funds holding

Funds holding: 155171 (+16)

1.87% more ownership

Funds ownership: 71.08%72.95% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 60

Holders
171
Holders Change
+16
Holders Change %
+10.32%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
60
Reduced
60
Closed
14
Calls
$1.07M
Puts
$85K
Net Calls
+$982K
Net Calls Change
+$780K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
151
Sterling Capital Management
North Carolina
$8.96K -$6.77K -183 -45%
CCM
152
Coldstream Capital Management
Washington
$6.64K +$6.03K +163 New
VCM
153
Versant Capital Management
Arizona
$6.35K
Group One Trading
154
Group One Trading
Illinois
$6.27K +$5.7K +154 New
HFS
155
Hantz Financial Services
Michigan
$6K +$5.55K +150 New
SC
156
SouthState Corp
Florida
$4.2K +$3.81K +103 New
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$3.91K +$3.14K +85 +773%
CT
158
Colonial Trust
South Carolina
$3K
GI
159
GAMMA Investing
California
$2.16K -$2.22K -60 -53%
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$1.91K +$555 +15 +47%
CIAM
161
Caitong International Asset Management
Hong Kong
$1.47K +$1.33K +36 New
CFB
162
Cullen/Frost Bankers
Texas
$1.14K
RIL
163
Rothschild Investment LLC
Illinois
$814
EWA
164
EverSource Wealth Advisors
Alabama
$692 +$629 +17 New
PFBT
165
Parkside Financial Bank & Trust
Missouri
$611 +$555 +15 New
SS
166
SBI Securities
Japan
$326
US Bancorp
167
US Bancorp
Minnesota
$326 +$296 +8 New
TWD
168
True Wealth Design
Ohio
$286
NFSG
169
Newbridge Financial Services Group
Florida
$244
NSIM
170
North Star Investment Management
Illinois
$81
AF
171
Allworth Financial
California
$39
AIM
172
Ausbil Investment Management
Australia
-$1.46M -37,910 Closed
Calamos Advisors
173
Calamos Advisors
Illinois
-$574K -15,067 Closed
EC
174
EntryPoint Capital
New York
-$441K -11,590 Closed
Federated Hermes
175
Federated Hermes
Pennsylvania
-$270K -7,088 Closed