Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ess Tech Inc (GWH)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
2Q ▼
Buyers last Q
51%

Smart Money Signals — GWH

Based on 44 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their GWH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 81% of 2.0Y peak

81% of all-time peak
44 funds currently hold this stock — 81% of the 2.0-year high of 54 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
2 fewer hedge funds hold GWH compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

19 buying18 selling
Last quarter: 19 funds bought or added vs 18 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 — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 18 → 10 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 32% entered in last year

■ 0% conviction (2yr+) ■ 68% medium ■ 32% 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.
💎

Buying through price weakness — shares -4%, value -20%

Value
-20%
Shares
-3%
Last quarter: funds added -4% more shares while total portfolio value only changed -20%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

6 → 8 → 18 → 10 → 8 new funds/Q
New funds entering each quarter: 8 → 18 → 10 → 8. GWH is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 0% veterans, 36% new entrants

■ 0% veterans ■ 64% 1-2yr ■ 36% new
Of 44 current holders: 0 (0%) held 2+ years, 28 held 1–2 years, 16 (36%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
12 of 44 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 — GWH

In 2026 Q2, 19 hedge funds were net buyers of GWH (8 opened a new position, 11 added to an existing one), while 18 reduced or exited (7 trimmed, 11 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 44.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: GWH
44 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 44 47 -6.38%
13F Shares 7M 8M -3.68%
Total Value $7M $9M -20.16%
New Positions 8 10 -2
Increased Positions 11 11 -
Closed Positions 11 16 -5
Reduced Positions 7 6 +1
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) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q2)

44 + investors

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

QUARTER:
Top 25 GWH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Heights Capital Management, Inc 0.12% 548,621 $521K
2 Arosa Capital Management LP 0.09% 550,000 $522K
3 Green Alpha Advisors, LLC 0.07% 115,775 $110K
4 Shay Capital LLC 0.01% 210,146 $200K
5 Softbank Group CORP. 0.01% 2,396,980 $2.3M
6 Primoris Wealth Advisors, LLC 0.01% 16,500 $16K
7 PKS Advisory Services, LLC 0.00% 24,000 $23K
8 Alyeska Investment Group, L.P. 0.00% 1,400,000 $1.3M
9 Bridgeway Capital Management, LLC 0.00% 20,000 $19K
10 Pathstone Holdings, LLC 0.00% 88,982 $85K
11 Golden State Wealth Management, LLC 0.00% 2,707 $3K
12 UBS Group AG 0.00% 602,607 $572K
13 Wolff Wiese Magana LLC 0.00% 66 —
14 Vanguard Fiduciary Trust Co 0.00% 129,877 $123K
15 SBI Securities Co., Ltd. 0.00% 981 —
16 Renaissance Technologies LLC 0.00% 12,700 $12K
17 Vanguard Capital Management LLC 0.00% 638,920 $607K
18 Archer Investment Corp 0.00% 68 —
19 MTM Investment Management, LLC 0.00% 40 —
20 Osaic Holdings, INC. 0.00% 8,359 $8K
21 Smartleaf Asset Management LLC 0.00% 200 —
22 Global Retirement Partners, LLC 0.00% 366 —
23 Harbour Investments, INC. 0.00% 243 —
24 Rockefeller Capital Management L.P. 0.00% 2,024 $2K
25 Fmr LLC 0.00% 52,485 $50K
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?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their GWH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for GWH?

Slight buying edge — 51% buying: Last quarter: 19 funds bought or added vs 18 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 GWH holders?

Smaller funds dominant — 15% AUM from top-100: 12 of 44 holders rank in the top 100 by AUM, but together hold only 15% 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 — 32% 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.

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