Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HERITAGE FINL CORP WASH (HFWA)

168 + Investors. Track Smart Money conviction in HFWA. 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
↑ +2
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — HFWA

Based on 168 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (96% of max)

96% of all-time peak
168 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding HFWA is almost the same as a year ago (+1 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

80 buying74 selling
Last quarter: 80 funds bought or added vs 74 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.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 29 → 17 → 17 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

71% of holders stayed for 2+ years

71% conviction (2yr+) 14% medium 15% new
120 out of 168 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.
📊

Peak discovery — momentum slowing

21 → 29 → 17 → 17 → 18 new funds/Q
New funds entering each quarter: 29 → 17 → 17 → 18. HFWA is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 74% of holders stayed 2+ years

74% veterans 9% 1-2yr 17% new
Of 168 current holders: 124 (74%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
34 of 168 holders are among the 100 largest funds by AUM, controlling 60% 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.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: HFWA
2026 Q1 Stats Unlock in 12 days 168 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 168 166 1.2%
13F Shares 30M 29M 1.35%
Total Value $696M $703M -0.9%
New Positions 18 17 +1
Increased Positions 62 50 +12
Closed Positions 16 20 -4
Reduced Positions 58 67 -9
Total Calls 0 0 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HFWA

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

168 + investors

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

Top 25 institutional holders of HFWA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 KILEY JUERGENS WEALTH MANAGEMENT, LLC 0.80% 175,051 $4.6M
2 Pacific Asset Management, LLC 0.71% 49,050 $1.3M
3 HEARTLAND ADVISORS INC 0.36% 275,000 $7.2M
4 NWAM LLC 0.08% 50,362 $1.3M
5 DEPRINCE RACE & ZOLLO INC 0.06% 131,566 $3.4M
6 JENNISON ASSOCIATES LLC 0.06% 3,213,473 $83.6M
7 Bensler, LLC 0.05% 20,450 $532K
8 Aspire Capital Advisors LLC 0.05% 8,764 $228K
9 CGC Financial Services, LLC 0.05% 6,159 $160K
10 Penn Capital Management Company, LLC 0.05% 22,735 $591K
11 Badgley Phelps Wealth Managers, LLC 0.01% 20,971 $545K
12 ProShare Advisors LLC 0.01% 249,948 $6.5M
13 Louisiana State Employees Retirement System 0.01% 18,200
14 GAMMA Investing LLC 0.01% 5,809 $151K
15 State of Alaska, Department of Revenue 0.01% 24,848
16 KEYBANK NATIONAL ASSOCIATION/OH 0.01% 66,614 $1.7M
17 Illinois Municipal Retirement Fund 0.01% 18,381 $478K
18 YOUSIF CAPITAL MANAGEMENT, LLC 0.00% 10,819 $281K
19 OREGON PUBLIC EMPLOYEES RETIREMENT FUND 0.00% 9,378 $244K
20 PRINCIPAL FINANCIAL GROUP INC 0.00% 199,588 $5.2M
21 Police & Firemen's Retirement System of New Jersey 0.00% 9,445 $246K
22 STRS OHIO 0.00% 19,200 $499K
23 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.00% 8,597
24 Red Tortoise LLC 0.00% 149 $4K
25 Arizona State Retirement System 0.00% 9,327 $243K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 52% buying: Last quarter: 80 funds bought or added vs 74 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 — 60% AUM from top-100 funds: 34 of 168 holders are among the 100 largest funds by AUM, controlling 60% 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?

71% of holders stayed for 2+ years: 120 out of 168 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.