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Willdan Group

253 hedge funds and large institutions have $874M invested in Willdan Group in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 102 increasing their positions, 78 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $11M | Put options by funds: $4.97M

31% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 78

1.57% more ownership

Funds ownership: 75.64%77.21% (+1.6%)

5% less funds holding

Funds holding: 266253 (-13)

14% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 57

24% less capital invested

Capital invested by funds: $1.15B → $874M (-$279M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
253
Holders Change
-13
Holders Change %
-4.89%
% of All Funds
3.11%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
49
Increased
102
Reduced
78
Closed
57
Calls
$11M
Puts
$4.97M
Net Calls
+$6.06M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
151
Independent Advisor Alliance
North Carolina
$365K -$2.53M -23,877 -83%
WA
152
WealthTrust Axiom
Pennsylvania
$359K
DT
153
Diversified Trust
Tennessee
$356K +$36.4K +344 +8%
William Blair & Company
154
William Blair & Company
Illinois
$348K +$138K +1,300 +40%
New York State Common Retirement Fund
155
New York State Common Retirement Fund
New York
$337K
KWM
156
Kassira Wealth Management
Tennessee
$336K +$464K +4,384 New
Amundi
157
Amundi
France
$334K +$155K +1,468 +51%
VOYA Investment Management
158
VOYA Investment Management
Georgia
$333K +$190K +1,800 +70%
Creative Planning
159
Creative Planning
Kansas
$331K -$219K -2,066 -32%
IIM
160
INTECH Investment Management
Florida
$331K -$402K -3,803 -47%
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$326K +$159K +1,503 +55%
ASRS
162
Arizona State Retirement System
Arizona
$310K
Cambridge Investment Research Advisors
163
Cambridge Investment Research Advisors
Iowa
$309K +$1.06K +10 +0.2%
TC
164
TwinBeech Capital
New York
$305K +$422K +3,986 New
I
165
INVST
Indiana
$302K +$192K +1,818 +85%
PFSRSONJ
166
Police & Firemen's Retirement System of New Jersey
New Jersey
$296K
AI
167
AdvisorShares Investments
Maryland
$286K +$188K +1,780 +91%
Truist Financial
168
Truist Financial
North Carolina
$285K +$114K +1,074 +41%
VIA
169
Vanguard Investments Australia
Australia
$284K +$393K +3,710 New
Canada Pension Plan Investment Board
170
Canada Pension Plan Investment Board
Ontario, Canada
$283K +$159K +1,500 +68%
EFG
171
Elevated Financial Group
Indiana
$273K +$32.4K +306 +9%
VA
172
Vident Advisory
Georgia
$272K +$377K +3,559 New
PP
173
PDT Partners
New York
$272K
State Board of Administration of Florida Retirement System
174
State Board of Administration of Florida Retirement System
Florida
$267K
RWM
175
Revisor Wealth Management
Ohio
$265K +$180K +1,706 +97%