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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
KK
176
KLP Kapitalforvaltning
Norway
$253K +$21.2K +200 +6%
AWP
177
Abacus Wealth Partners
California
$251K +$61.1K +578 +21%
MFG
178
Merit Financial Group
Georgia
$246K +$340K +3,211 New
I
179
InceptionR
California
$236K +$326K +3,082 New
CC
180
Centiva Capital
New York
$232K +$320K +3,024 New
WA1
181
Wimmer Associates 1
California
$214K -$32.8K -310 -10%
SFA
182
Sequoia Financial Advisors
Ohio
$210K +$290K +2,739 New
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$207K +$286K +2,700 New
PS
184
Principal Securities
Iowa
$204K +$69K +652 +32%
Royal Bank of Canada
185
Royal Bank of Canada
Ontario, Canada
$198K -$9.52K -90 -3%
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$169K -$10.5K -99 -4%
MAM
187
Meeder Asset Management
Ohio
$143K -$4.44K -42 -2%
NA
188
NewEdge Advisors
Louisiana
$108K +$96.3K +910 +182%
ME
189
McIlrath & Eck
Washington
$107K -$24K -227 -14%
PWPS
190
Pinnacle Wealth Planning Services
Ohio
$106K +$103K +973 +237%
New York State Teachers Retirement System (NYSTRS)
191
New York State Teachers Retirement System (NYSTRS)
New York
$97K
Canada Life
192
Canada Life
Manitoba, Canada
$96K
DZ Bank
193
DZ Bank
Germany
$95.9K -$146K -1,382 -52%
AIP
194
Ameritas Investment Partners
Nebraska
$88.9K
TRCT
195
Tower Research Capital (TRC)
New York
$87.2K +$65.2K +616 +118%
Fidelity Investments
196
Fidelity Investments
Massachusetts
$81K -$2.84M -26,860 -96%
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$77.2K +$61.6K +582 +137%
VI
198
Vestcor Inc
New Brunswick, Canada
$71K +$97.4K +921 New
TFA
199
Transamerica Financial Advisors
Florida
$69.7K +$57.9K +547 +150%
SS
200
Sunbelt Securities
Texas
$61.2K