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Willdan Group

190 hedge funds and large institutions have $679M invested in Willdan Group in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 70 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,192% more call options, than puts

Call options by funds: $875K | Put options by funds: $12K

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

59% more capital invested

Capital invested by funds: $428M → $679M (+$251M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 60

11% more funds holding

Funds holding: 171190 (+19)

1.88% more ownership

Funds ownership: 72.95%74.83% (+1.9%)

Holders
190
Holders Change
+19
Holders Change %
+11.11%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
36
Increased
70
Reduced
60
Closed
17
Calls
$875K
Puts
$12K
Net Calls
+$863K
Net Calls Change
-$119K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$73.2M +$1.55M +32,434 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$52.9M +$3.42M +71,701 +9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$26.9M -$2.34M -49,002 -10%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$24.9M -$1.16M -24,280 -6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$21.1M +$1.51M +31,561 +10%
WA
6
Wasatch Advisors
Utah
$20.2M +$15.4M +322,957 New
SCA
7
Summit Creek Advisors
Minnesota
$19.6M -$2.42M -50,845 -14%
N
8
Nuveen
North Carolina
$17.5M +$1.26M +26,380 +10%
DSCM
9
Divisadero Street Capital Management
Florida
$17.4M +$5.1M +107,033 +62%
State Street
10
State Street
Massachusetts
$17.3M +$1.3M +27,190 +11%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$15.1M -$211K -4,424 -2%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$14.1M +$2.51M +52,652 +33%
Millennium Management
13
Millennium Management
New York
$13.5M +$9.08M +190,449 +738%
Swedbank
14
Swedbank
Sweden
$12.6M -$663K -13,900 -6%
VCM
15
Valiant Capital Management
California
$12.4M
Morgan Stanley
16
Morgan Stanley
New York
$12.1M +$5.06M +106,068 +121%
RC
17
RBF Capital
California
$11.6M
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$11.3M +$720K +15,100 +9%
PCM
19
Portolan Capital Management
Massachusetts
$10.5M +$8.04M +168,546 New
FCM
20
Forager Capital Management
Alabama
$10.5M -$22.1M -464,427 -73%
First Trust Advisors
21
First Trust Advisors
Illinois
$9.77M +$361K +7,564 +5%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$9.61M +$35.7K +749 +0.5%
Wells Fargo
23
Wells Fargo
California
$9.33M -$1.68M -35,317 -19%
RPA
24
Rock Point Advisors
Vermont
$9.23M -$1.62M -33,977 -19%
Northern Trust
25
Northern Trust
Illinois
$9.17M +$1M +20,984 +17%

WLDN Hedge Fund Activity: Q2 2025 in Review

190 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q2 2025, worth a combined $679M — up 59% from $428M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new WLDN positions and 17 closed out — a net gain of 19 holders — while 70 added to existing stakes and 60 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $15.4M. The largest seller was Forager Capital Management, cutting an estimated $22.1M.

  • 190 institutional investors held Willdan Group (WLDN) as of Q2 2025, up from 171 in Q1 2025.
  • Funds reported $679M of Willdan Group stock for Q2 2025, up 59% quarter-over-quarter.
  • 36 funds opened new Willdan Group positions in Q2 2025 and 17 closed out, a net change of +19 holders.
  • The largest Willdan Group buyer in Q2 2025 was Wasatch Advisors, an estimated $15.4M added.
  • The largest Willdan Group seller in Q2 2025 was Forager Capital Management, an estimated $22.1M sold.

Based on aggregated 13F filings for Q2 2025.