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Willdan Group

187 hedge funds and large institutions have $676M invested in Willdan Group in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 60 reducing their positions, and 18 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 in top 10

Funds holding in top 10:

15% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 60

10% more funds holding

Funds holding: 170187 (+17)

1.81% more ownership

Funds ownership: 72.75%74.57% (+1.8%)

Holders
187
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$875K
Puts
$12K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
176
Rothschild Investment LLC
Illinois
$1.25K
GWM
177
Geneos Wealth Management
Colorado
$938
PFBT
178
Parkside Financial Bank & Trust
Missouri
$937
SS
179
SBI Securities
Japan
$813
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$688
AF
181
Allworth Financial
California
$626
NFSG
182
Newbridge Financial Services Group
Florida
$478
TWD
183
True Wealth Design
Ohio
$438
TPWA
184
Twin Peaks Wealth Advisors
California
$237
CA
185
Clearstead Advisors
Ohio
$126
NSIM
186
North Star Investment Management
Illinois
$125
National Bank of Canada
187
National Bank of Canada
Quebec, Canada
$125
Pacer Advisors
188
Pacer Advisors
Pennsylvania
Man Group
189
Man Group
United Kingdom
CM
190
Caption Management
Oklahoma
CP
191
CenterBook Partners
Connecticut
DTL
192
Dynamic Technology Lab
Singapore
IQI
193
Integrated Quantitative Investments
Washington
QC
194
Quadrature Capital
United Kingdom
SPA
195
Sherbrooke Park Advisers
New York
CIS
196
Connors Investor Services
Pennsylvania
CF
197
Corebridge Financial
Texas
PCM
198
Polymer Capital Management
New York
GF
199
Gabelli Funds
New York
MPM
200
MBB Public Markets
Illinois