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Willdan Group

266 hedge funds and large institutions have $1.15B invested in Willdan Group in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 101 increasing their positions, 79 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

622% more call options, than puts

Call options by funds: $24.4M | Put options by funds: $3.37M

37% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 38

28% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 79

8% more capital invested

Capital invested by funds: $1.07B → $1.15B (+$84.5M)

4% more funds holding

Funds holding: 256266 (+10)

0.01% less ownership

Funds ownership: 75.65%75.64% (-0.01%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
266
Holders Change
+10
Holders Change %
+3.91%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
52
Increased
101
Reduced
79
Closed
38
Calls
$24.4M
Puts
$3.37M
Net Calls
+$21M
Net Calls Change
-$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$285K
AWP
177
Abacus Wealth Partners
California
$280K +$266K +2,698 New
TWC
178
TD Waterhouse Canada
Ontario, Canada
$279K +$266K +2,699 New
Royal Bank of Canada
179
Royal Bank of Canada
Ontario, Canada
$278K +$110K +1,120 +72%
Truist Financial
180
Truist Financial
North Carolina
$275K +$261K +2,651 New
DZ Bank
181
DZ Bank
Germany
$273K +$259K +2,635 New
Wealth Enhancement Advisory Services
182
Wealth Enhancement Advisory Services
Minnesota
$271K +$234K +2,379 New
ProShare Advisors
183
ProShare Advisors
Maryland
$266K +$19K +193 +8%
FRM
184
Fox Run Management
Connecticut
$265K -$735K -7,471 -74%
VOYA Investment Management
185
VOYA Investment Management
Georgia
$265K
Lazard Asset Management
186
Lazard Asset Management
New York
$263K -$6.74M -68,474 -96%
B
187
Bailard
California
$253K +$240K +2,440 New
Pictet Asset Management
188
Pictet Asset Management
Switzerland
$251K +$238K +2,419 New
WAM
189
Wilsey Asset Management
California
$245K
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$239K +$11.6K +118 +5%
Canada Pension Plan Investment Board
191
Canada Pension Plan Investment Board
Ontario, Canada
$228K +$217K +2,200 New
SLAM
192
Swiss Life Asset Management
$222K +$211K +2,143 New
I
193
INVST
Indiana
$221K
ACM
194
Aquatic Capital Management
Illinois
$218K -$4.42M -44,852 -96%
LIP
195
Lighthouse Investment Partners
Florida
$217K +$206K +2,096 New
LA
196
LBP AM
France
$214K +$203K +2,062 New
RPA
197
Rock Point Advisors
Vermont
$214K +$203K +2,060 New
Commonwealth Equity Services
198
Commonwealth Equity Services
Massachusetts
$211K +$201K +2,040 New
GWM
199
GK Wealth Management
Nevada
$211K +$200K +2,036 New
OPWM
200
Oxinas Partners Wealth Management
Indiana
$211K +$200K +2,035 New