Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Heritage Finl Corp Wash (HFWA)

179 + 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
↑ +10
Streak
2Q ▲
Buyers last Q
65%

Smart Money Signals — HFWA

Based on 180 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
180 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 (+3 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 65% buying

106 buying58 selling
Last quarter: 106 funds were net buyers (25 opened a brand new position + 81 added to an existing one). Only 58 were sellers (43 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new HFWA position: 17 → 17 → 18 → 25. 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+) ■ 17% medium ■ 18% new
117 out of 180 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.
📈

Growing discovery — still being found

30 → 17 → 17 → 18 → 25 new funds/Q
New funds entering each quarter: 17 → 17 → 18 → 25. A growing number of institutions are discovering HFWA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 22% newcomers

■ 70% veterans ■ 8% 1-2yr ■ 22% new
Entry-cohort mix of 180 holders: 126 (70%) are 2+ year veterans, 14 entered 1–2 years ago, and 40 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
39 of 180 holders are among the 100 largest funds by AUM, controlling 52% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q1, 106 hedge funds were net buyers of HFWA (25 opened a new position, 81 added to an existing one), while 58 reduced or exited (43 trimmed, 15 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 52% of total institutional value in HFWA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 180.

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.

Is It Too Late to Buy Heritage Finl Corp Wash (HFWA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HFWA has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
HFWA
+8.0%
XLF
+8.8%

HFWA outperformed XLF by -0.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
HFWA
+6.0%
XLF
+5.1%

Since the filing became public, HFWA outperformed XLF by +0.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: HFWA
179 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 179 170 5.29%
13F Shares 33M 30M 11.29%
Total Value $838M $698M 20.09%
New Positions 24 18 +6
Increased Positions 81 63 +18
Closed Positions 15 16 -1
Reduced Positions 43 58 -15
Total Calls 0 0 -
Total Puts 0 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)

179 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rhino Investment Partners, Inc 2.39% 330,459 $8.6M
2 Algebris (uk) Ltd 0.97% 518,409 $13.5M
3 Basswood Capital Management, L.L.C. 0.86% 698,904 $18.2M
4 Kiley Juergens Wealth Management, LLC 0.80% 175,051 $4.6M
5 Pacific Asset Management, LLC 0.71% 49,050 $1.3M
6 Martin & Co Inc /Tn/ 0.61% 137,899 $3.6M
7 Heartland Advisors Inc 0.36% 275,000 $7.2M
8 Odyssean, LLC 0.30% 31,917 $830K
9 Pacific Ridge Capital Partners, LLC 0.20% 35,027 $911K
10 Dana Investment Advisors, Inc. 0.17% 219,962 $5.7M
11 Bridgeway Capital Management, LLC 0.15% 288,579 $7.5M
12 iSAM Funds (UK) Ltd 0.12% 9,386 $244K
13 Globeflex Capital L P 0.11% 27,300 $710K
14 Mengis Capital Management, Inc. 0.09% 20,310 $528K
15 Fourthstone LLC 0.09% 19,970 $519K
16 Nwam LLC 0.08% 50,362 $1.3M
17 Deprince Race & Zollo Inc 0.06% 131,566 $3.4M
18 Jennison Associates LLC 0.06% 3,213,473 $83.6M
19 Bensler, LLC 0.05% 20,450 $532K
20 Aspire Capital Advisors LLC 0.05% 8,764 $228K
21 Aster Capital Management (DIFC) Ltd 0.05% 6,204 $151K
22 CGC Financial Services, LLC 0.05% 6,159 $160K
23 Penn Capital Management Company, LLC 0.05% 22,735 $591K
24 Victory Capital Management Inc 0.04% 2,469,315 $64.2M
25 Susquehanna Fundamental Investments, LLC 0.04% 40,293 $1.0M
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 — 2 quarters in a row: For 2 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?

More buyers than sellers — 65% buying: Last quarter: 106 funds were net buyers (25 opened a brand new position + 81 added to an existing one). Only 58 were sellers (43 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HFWA holders?

Elite ownership — 52% AUM from top-100 funds: 39 of 180 holders are among the 100 largest funds by AUM, controlling 52% 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: 117 out of 180 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.

Is it too late to buy Heritage Finl Corp Wash (HFWA) following the 2026 Q1 hedge fund 13F filings?

As of today, HFWA has moved +6.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of +0.9%. Since the quarter end (March 31, 2026), HFWA has gained +8.0% vs +8.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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