Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ESS TECH INC (GWH)

47 + 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
↓ -5
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — GWH

Based on 47 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 — 89% of 1.8Y peak

89% of all-time peak
47 funds currently hold this stock — 89% of the 1.8-year high of 53 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

21 buying21 selling
Last quarter: 21 funds bought or added vs 21 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.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 5 → 8 → 18 → 10. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 43% entered in last year

0% conviction (2yr+) 57% medium 43% 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 +19%, value -27%

Value
-27%
Shares
+19%
Last quarter: funds added +19% more shares while total portfolio value only changed -27%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~10 new funds/quarter

3 → 5 → 8 → 18 → 10 new funds/Q
New funds entering each quarter: 5 → 8 → 18 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 0% veterans, 45% new entrants

0% veterans 55% 1-2yr 45% new
Of 47 current holders: 0 (0%) held 2+ years, 26 held 1–2 years, 21 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
11 of 47 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 Q1, 21 hedge funds were net buyers of GWH (10 opened a new position, 11 added to an existing one), while 21 reduced or exited (6 trimmed, 15 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 47.

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

-- --

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

Is It Too Late to Buy ESS TECH INC (GWH) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GWH has moved relative to its sector benchmark (XLI) 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 · 51d ago
GWH
-21.4%
XLI
+5.6%

GWH outperformed XLI by -27.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
GWH
-1.1%
XLI
-0.3%

Since the filing became public, GWH outperformed XLI by -0.8% .

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: GWH
47 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 47 52 -9.62%
13F Shares 8M 6M 19.23%
Total Value $9M $12M -27.4%
New Positions 10 18 -8
Increased Positions 11 15 -4
Closed Positions 15 9 +6
Reduced Positions 6 5 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GWH

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Financial Highlights

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Institutional Holders (2026 Q1)

47 + 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 institutional holders of GWH — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HEIGHTS CAPITAL MANAGEMENT, INC 0.31% 963,495 $1.1M
2 Arosa Capital Management LP 0.16% 910,000 $1.1M
3 Green Alpha Advisors, LLC 0.13% 114,580 $134K
4 SOFTBANK GROUP CORP. 0.02% 2,396,980 $2.8M
5 Shay Capital LLC 0.02% 180,000 $211K
6 PRIMORIS WEALTH ADVISORS, LLC 0.01% 16,500 $19K
7 GSA CAPITAL PARTNERS LLP 0.01% 145,578
8 Resurgent Financial Advisors LLC 0.01% 15,606 $18K
9 Alyeska Investment Group, L.P. 0.00% 1,400,000 $1.6M
10 TWO SIGMA SECURITIES, LLC 0.00% 16,592 $19K
11 Virtu Financial LLC 0.00% 18,679
12 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% 20,000 $23K
13 Pathstone Holdings, LLC 0.00% 87,448 $102K
14 Golden State Wealth Management, LLC 0.00% 2,707 $3K
15 Missouri Trust & Investment Co 0.00% 633
16 WOLFF WIESE MAGANA LLC 0.00% 66
17 Western Wealth Management, LLC 0.00% 666
18 UBS Group AG 0.00% 149,279 $175K
19 Parkside Financial Bank & Trust 0.00% 233
20 VANGUARD FIDUCIARY TRUST CO 0.00% 69,402 $81K
21 VANGUARD CAPITAL MANAGEMENT LLC 0.00% 634,720 $743K
22 Archer Investment Corp 0.00% 68
23 MTM Investment Management, LLC 0.00% 40
24 SBI Securities Co., Ltd. 0.00% 380
25 OSAIC HOLDINGS, INC. 0.00% 6,239 $7K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 50% buying: Last quarter: 21 funds bought or added vs 21 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 — 7% AUM from top-100: 11 of 47 holders rank in the top 100 by AUM, but together hold only 7% 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 — 43% 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.

Is it too late to buy ESS TECH INC (GWH) following the 2026 Q1 hedge fund 13F filings?

As of today, GWH has moved -1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.3% for the XLI sector ETF — an outperformance of -0.8%. Since the quarter end (March 31, 2026), GWH has gained -21.4% vs +5.6% for XLI. 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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