Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HNI CORP (HNI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +23
Streak
2Q ▲
Buyers last Q
67%

Smart Money Signals — HNI

Based on 281 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added HNI 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
281 hedge funds hold HNI 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.
🚀

Fast accumulation — +36% more funds vs a year ago

fund count last 6Q
+74 new funds entered over the past year (+36% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 67% buying

205 buying99 selling
Last quarter: 205 funds were net buyers (62 opened a brand new position + 143 added to an existing one). Only 99 were sellers (60 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~62 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 49 → 32 → 62 → 62. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 17% medium ■ 25% new
162 out of 281 hedge funds have held HNI 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.
🚀

Acceleration phase — new buyers rushing in

25 → 49 → 32 → 62 → 62 new funds/Q
New funds entering each quarter: 49 → 32 → 62 → 62. 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.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 9% 1-2yr ■ 27% new
Of 282 current holders: 180 (64%) 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 — 55% AUM from top-100 funds

55% from top-100 AUM funds
41 of 281 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in HNI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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: HNI

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

Market Analysis: HNI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HNI

-- --

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

46 top-rated funds 2 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: HNI
2026 Q1 Stats Unlock in 11 days 282 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 282 260 8.46%
13F Shares 56M 42M 31.41%
Total Value $2.34B $1.99B 17.97%
New Positions 62 63 -1
Increased Positions 147 89 +58
Closed Positions 39 34 +5
Reduced Positions 60 76 -16
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: HNI

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Valuation Measures Data as of: --

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Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
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Institutional Holders (2026 Q1)

282 + investors

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

Top 25 institutional holders of HNI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 COOKE & BIELER LP 0.36% 966,047 $32.3M
2 GRACE & WHITE INC /NY 0.23% 38,855 $1.3M
3 WEALTHSPAN PARTNERS, LLC 0.18% 15,059 $503K
4 Verity Asset Management, Inc. 0.12% 8,640 $288K
5 OXFORD FINANCIAL GROUP, LTD. LLC 0.11% 63,315 $2.1M
6 Polaris Capital Management, LLC 0.11% 39,400 $1.3M
7 FIFTH THIRD BANCORP 0.10% 1,577,938 $52.7M
8 Douglas Lane & Associates, LLC 0.07% 142,386 $4.8M
9 Covestor Ltd 0.06% 2,664 —
10 HARBOR CAPITAL ADVISORS, INC. 0.06% 21,803 —
11 Inspire Investing, LLC 0.04% 15,322 $512K
12 INTECH INVESTMENT MANAGEMENT LLC 0.04% 111,404 $3.7M
13 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.04% 7,915 $264K
14 City State Bank 0.03% 3,600 $120K
15 AlphaQuest LLC 0.03% 11,185 $470K
16 OP Asset Management Ltd 0.02% 57,775 $2.2M
17 SAPIENT CAPITAL LLC 0.02% 44,144 $1.5M
18 SEB Asset Management AB 0.02% 130,734 $4.4M
19 Integrated Advisors Network LLC 0.02% 10,579 $353K
20 Louisiana State Employees Retirement System 0.02% 30,800 $1K
21 State of Alaska, Department of Revenue 0.02% 48,718 $2K
22 EQUITABLE TRUST CO 0.02% 11,013 $368K
23 Illinois Municipal Retirement Fund 0.02% 38,547 $1.3M
24 FLAGSHIP HARBOR ADVISORS, LLC 0.01% 8,135 $272K
25 RITHOLTZ WEALTH MANAGEMENT 0.01% 13,920 $465K
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 — HNI CORP (HNI)

What does the Smart Money Trend signal show for HNI?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added HNI 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 HNI?

More buyers than sellers — 67% buying: Last quarter: 205 funds were net buyers (62 opened a brand new position + 143 added to an existing one). Only 99 were sellers (60 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HNI holders?

Elite ownership — 55% AUM from top-100 funds: 41 of 281 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in HNI. 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 HNI?

58% of holders stayed for 2+ years: 162 out of 281 hedge funds have held HNI 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.