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Willdan Group

254 hedge funds and large institutions have $1.07B invested in Willdan Group in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 69 increasing their positions, 77 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.79% more ownership

Funds ownership: 74.68%75.47% (+0.79%)

10% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 77

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
254
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$44.5M
Puts
$8.87M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
151
Concurrent Investment Advisors
Florida
$494K
MAM
152
Martingale Asset Management
Massachusetts
$485K
TF
153
Trek Financial
Arizona
$468K
II
154
Inspire Investing
Idaho
$458K
VEA
155
Virtus ETF Advisers
New York
$454K
WA
156
WealthTrust Axiom
Pennsylvania
$454K
CIP
157
Cornerstone Investment Partners
Georgia
$448K
QT
158
Quantbot Technologies
New York
$446K
Creative Planning
159
Creative Planning
Kansas
$444K
VI
160
Versor Investments
New York
$438K
TFS
161
Thoroughbred Financial Services
Tennessee
$437K
PAG
162
Private Advisor Group
New Jersey
$420K
OQS
163
Occudo Quantitative Strategies
Florida
$419K
DT
164
Diversified Trust
Tennessee
$398K
ASRS
165
Arizona State Retirement System
Arizona
$393K
Cambridge Investment Research Advisors
166
Cambridge Investment Research Advisors
Iowa
$389K
CCIA
167
Campbell & Co Investment Adviser
Maryland
$379K
PFSRSONJ
168
Police & Firemen's Retirement System of New Jersey
New Jersey
$372K
VF
169
Virtu Financial
New York
$362K
BHCM
170
Brevan Howard Capital Management
Jersey
$358K
AIM
171
Ausbil Investment Management
Australia
$354K
Corient Private Wealth
172
Corient Private Wealth
Florida
$350K
PCM
173
Prelude Capital Management
New York
$349K
TC
174
Truvestments Capital
Florida
$348K
ET
175
Entropy Technologies
New York
$338K