Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ESS TECH INC (GWH)

52 + Investors. Track Smart Money conviction in GWH. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
1Q ▲
Buyers last Q
70%

Smart Money Signals — GWH

Based on 52 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 5Q
For 1 consecutive quarter, more hedge funds added GWH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
52 hedge funds hold GWH right now — the highest count in 1.5 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding GWH is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 70% buying

33 buying14 selling
Last quarter: 33 funds were net buyers (18 opened a brand new position + 15 added to an existing one). Only 14 were sellers (5 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new GWH position: 3 → 5 → 8 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 40% entered in last year

0% conviction (2yr+) 60% medium 40% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +110% but shares only +70% — price-driven

Value
+109%
Shares
+69%
Last quarter: the total dollar value of institutional holdings rose +110%, but actual share count only changed +70%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

13 → 3 → 5 → 8 → 18 new funds/Q
New funds entering each quarter: 3 → 5 → 8 → 18. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 0% veterans, 52% new entrants

0% veterans 48% 1-2yr 52% new
Of 52 current holders: 0 (0%) held 2+ years, 25 held 1–2 years, 27 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
14 of 52 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: GWH

How many hedge funds hold GWH — quarterly history vs. share price
Quarterly hedge fund ownership of GWH vs. share price

Market Analysis: GWH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GWH

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: GWH
2026 Q1 Stats Unlock in 18 days 52 + Investors

Track Smart Money conviction in GWH. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 52 43 20.93%
13F Shares 6M 4M 69.71%
Total Value $12M $6M 109.9%
New Positions 18 8 +10
Increased Positions 15 12 +3
Closed Positions 9 10 -1
Reduced Positions 5 3 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GWH

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

52 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GWH. Verified SEC 13F-HR filings.

Top 8 institutional holders of GWH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Green Alpha Advisors, LLC 0.13% 114,580 $134K
2 PRIMORIS WEALTH ADVISORS, LLC 0.01% 16,500 $19K
3 Golden State Wealth Management, LLC 0.00% 2,707 $3K
4 WOLFF WIESE MAGANA LLC 0.00% 66
5 SBI Securities Co., Ltd. 0.00% 380
6 Hilton Head Capital Partners, LLC 0.00% 8
7 HARBOR INVESTMENT ADVISORY, LLC 0.00% 33
8 MATHER GROUP, LLC. 0.00% 20
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ESS TECH INC (GWH)

What does the Smart Money Trend signal show for GWH?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added GWH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GWH?

More buyers than sellers — 70% buying: Last quarter: 33 funds were net buyers (18 opened a brand new position + 15 added to an existing one). Only 14 were sellers (5 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GWH holders?

Smaller funds dominant — 14% AUM from top-100: 14 of 52 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GWH?

Mostly new holders — 40% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.