We are live on ! Find out more
WLDN icon

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
RWM
201
Revisor Wealth Management
Ohio
$210K +$173K +1,760 New
PS
202
Principal Securities
Iowa
$209K +$114K +1,156 +135%
AI
203
AdvisorShares Investments
Maryland
$202K +$45.1K +458 +31%
MAM
204
Meeder Asset Management
Ohio
$198K +$188K +1,910 New
ME
205
McIlrath & Eck
Washington
$169K -$9.85K -100 -6%
KAS
206
Kestra Advisory Services
Texas
$152K +$145K +1,471 New
KAS
207
Kemnay Advisory Services
New York
$137K +$130K +1,324 New
New York State Teachers Retirement System (NYSTRS)
208
New York State Teachers Retirement System (NYSTRS)
New York
$131K
Canada Life
209
Canada Life
Manitoba, Canada
$129K
AIP
210
Ameritas Investment Partners
Nebraska
$120K
SS
211
Sunbelt Securities
Texas
$82.9K +$78.8K +800 New
KBC Group
212
KBC Group
Belgium
$69K
FFA
213
Farther Finance Advisors
California
$63K +$3.15K +32 +6%
AF
214
Avanza Fonder
Sweden
$58.3K +$55.3K +562 New
SEP
215
Signature Equity Partners
Ohio
$56.4K +$53.6K +544 New
TRCT
216
Tower Research Capital (TRC)
New York
$54.2K -$122K -1,244 -70%
NA
217
NewEdge Advisors
Louisiana
$51.8K
UFF
218
USA Financial Formulas
Michigan
$48K -$54K -549 -54%
IAIM
219
International Assets Investment Management
Florida
$47.4K +$45K +457 New
AB
220
Amalgamated Bank
New York
$46K +$197 +2 +0.5%
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
$44.2K +$1.08K +11 +3%
PWPS
222
Pinnacle Wealth Planning Services
Ohio
$42.6K +$40.5K +411 New
TFA
223
Transamerica Financial Advisors
Florida
$37.7K +$24K +244 +203%
SOW
224
State of Wyoming
Wyoming
$36.6K -$155K -1,575 -82%
SCM
225
Sterling Capital Management
North Carolina
$33.3K -$689 -7 -2%