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Willdan Group

251 hedge funds and large institutions have $1.06B invested in Willdan Group in 2025 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 68 increasing their positions, 78 reducing their positions, and 24 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

Funds holding:

0.8% more ownership

Funds ownership: 74.58%75.38% (+0.8%)

13% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 78

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
251
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$44.5M
Puts
$8.87M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
201
Royal Bank of Canada
Ontario, Canada
$150K
AI
202
AdvisorShares Investments
Maryland
$145K
AAP
203
Arax Advisory Partners
Colorado
$127K
New York State Teachers Retirement System (NYSTRS)
204
New York State Teachers Retirement System (NYSTRS)
New York
$122K
Canada Life
205
Canada Life
Manitoba, Canada
$120K
AIP
206
Ameritas Investment Partners
Nebraska
$112K
UFF
207
USA Financial Formulas
Michigan
$97.8K
PS
208
Principal Securities
Iowa
$83.1K
SOADOR
209
State of Alaska Department of Revenue
Alaska
$75K
FFA
210
Farther Finance Advisors
California
$55.7K
PTC
211
Private Trust Company
Ohio
$48.3K
NA
212
NewEdge Advisors
Louisiana
$48.3K
AB
213
Amalgamated Bank
New York
$43K
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$40.1K
C
215
Covestor
United Kingdom
$39K
Jones Financial Companies
216
Jones Financial Companies
Missouri
$36.2K
HI
217
Harbour Investments
Wisconsin
$32.1K
SCM
218
Sterling Capital Management
North Carolina
$31.7K
SS
219
SBI Securities
Japan
$25.3K
Nisa Investment Advisors
220
Nisa Investment Advisors
Missouri
$18.6K
EWA
221
EverSource Wealth Advisors
Alabama
$18.1K
GWSG
222
GPS Wealth Strategies Group
Colorado
$17.4K
GSWM
223
Golden State Wealth Management
California
$16K
QL
224
Quarry LP
New York
$15.3K
Federated Hermes
225
Federated Hermes
Pennsylvania
$15.1K