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Willdan Group

252 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, 101 increasing their positions, 78 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

16% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 58

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
252
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11M
Puts
$4.97M
Net Calls
Net Calls Change

Top Buyers

1 +$22.8M
2 +$18.2M
3 +$12.7M
4
Jane Street
Jane Street
New York
+$10.4M
5
Ameriprise
Ameriprise
Minnesota
+$9.78M

Top Sellers

1 -$14.2M
2 -$9.71M
3 -$7.74M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$7.32M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$6.43M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
151
Independent Advisor Alliance
North Carolina
$365K
WA
152
WealthTrust Axiom
Pennsylvania
$359K
DT
153
Diversified Trust
Tennessee
$356K
William Blair & Company
154
William Blair & Company
Illinois
$348K
New York State Common Retirement Fund
155
New York State Common Retirement Fund
New York
$337K
KWM
156
Kassira Wealth Management
Tennessee
$336K
Amundi
157
Amundi
France
$334K
VOYA Investment Management
158
VOYA Investment Management
Georgia
$333K
Creative Planning
159
Creative Planning
Kansas
$331K
IIM
160
INTECH Investment Management
Florida
$331K
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$326K
ASRS
162
Arizona State Retirement System
Arizona
$310K
Cambridge Investment Research Advisors
163
Cambridge Investment Research Advisors
Iowa
$309K
TC
164
TwinBeech Capital
New York
$305K
I
165
INVST
Indiana
$302K
PFSRSONJ
166
Police & Firemen's Retirement System of New Jersey
New Jersey
$296K
AI
167
AdvisorShares Investments
Maryland
$286K
Truist Financial
168
Truist Financial
North Carolina
$285K
VIA
169
Vanguard Investments Australia
Australia
$284K
Canada Pension Plan Investment Board
170
Canada Pension Plan Investment Board
Ontario, Canada
$283K
EFG
171
Elevated Financial Group
Indiana
$273K
VA
172
Vident Advisory
Georgia
$272K
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