Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Heritage Finl Corp Wash (HFWA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — HFWA

Based on 190 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added HFWA 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
190 hedge funds hold HFWA right now — the highest count in 3.0 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.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

98 buying77 selling
Last quarter: 98 funds bought or added vs 77 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new HFWA position: 17 → 18 → 25 → 31. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 15% medium ■ 20% new
124 out of 190 hedge funds have held HFWA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +21% but shares only +5% — price-driven

Value
+21%
Shares
+4%
Last quarter: the total dollar value of institutional holdings rose +21%, but actual share count only changed +5%. 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

17 → 17 → 18 → 25 → 31 new funds/Q
New funds entering each quarter: 17 → 18 → 25 → 31. 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.
🏛️

Veteran-anchored — 67% veterans vs 22% newcomers

■ 67% veterans ■ 11% 1-2yr ■ 22% new
Entry-cohort mix of 190 holders: 128 (67%) are 2+ year veterans, 20 entered 1–2 years ago, and 42 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 74% AUM from top-100 funds

74% from top-100 AUM funds
47 of 189 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in HFWA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Institutional Sentiment Summary — HFWA

In 2026 Q2, 98 hedge funds were net buyers of HFWA (31 opened a new position, 67 added to an existing one), while 77 reduced or exited (55 trimmed, 22 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 74% of total institutional value in HFWA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 190.

Hedge Fund Ownership: HFWA

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

Market Analysis: HFWA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HFWA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: HFWA
187 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 187 181 3.31%
13F Shares 33M 33M 0.41%
Total Value $969M $838M 15.58%
New Positions 31 25 +6
Increased Positions 66 81 -15
Closed Positions 24 14 +10
Reduced Positions 54 43 +11
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HFWA

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Institutional Holders (2026 Q2)

187 + investors

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

QUARTER:
Top 25 HFWA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rhino Investment Partners, Inc 3.35% 373,459 $11.1M
2 Algebris (uk) Ltd 0.91% 469,403 $13.9M
3 Basswood Capital Management, L.L.C. 0.81% 689,010 $20.4M
4 Kiley Juergens Wealth Management, LLC 0.81% 175,064 $5.2M
5 Pacific Asset Management, LLC 0.71% 49,050 $1.5M
6 Martin & Co Inc /Tn/ 0.63% 136,107 $4.0M
7 Heartland Advisors Inc 0.36% 275,000 $8.1M
8 Pacific Ridge Capital Partners, LLC 0.19% 34,627 $1.0M
9 Dana Investment Advisors, Inc. 0.17% 216,374 $6.4M
10 Harbor Advisory Corp /Ma/ 0.16% 20,550 $609K
11 Bridgeway Capital Management, LLC 0.16% 301,412 $8.9M
12 Odyssean, LLC 0.15% 31,917 $945K
13 Fortis Capital Management LLC 0.12% 35,807 $1.1M
14 Mengis Capital Management, Inc. 0.09% 20,310 $602K
15 Nwam LLC 0.07% 49,474 $1.5M
16 Jennison Associates LLC 0.06% 3,538,159 $104.8M
17 Bensler, LLC 0.05% 20,450 $606K
18 Aspire Capital Advisors LLC 0.05% 8,764 $260K
19 CGC Financial Services, LLC 0.04% 6,159 $182K
20 Atom Investors LP 0.04% 15,389 $456K
21 Victory Capital Management Inc 0.04% 2,360,915 $69.9M
22 Penn Capital Management Company, LLC 0.04% 20,310 $602K
23 Deprince Race & Zollo Inc 0.04% 71,815 $2.1M
24 Great Lakes Advisors, LLC 0.04% 155,487 $4.6M
25 Empowered Funds, LLC 0.03% 178,912 $5.3M
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 — Heritage Finl Corp Wash (HFWA)

What does the Smart Money Trend signal show for HFWA?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added HFWA 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 HFWA?

Slight buying edge — 56% buying: Last quarter: 98 funds bought or added vs 77 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HFWA holders?

Elite ownership — 74% AUM from top-100 funds: 47 of 189 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in HFWA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HFWA?

65% of holders stayed for 2+ years: 124 out of 190 hedge funds have held HFWA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.

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