Question 1

Which hedge funds and institutional investors hold HFWA?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for HFWA shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for HFWA whale holdings?

Accepted Answer

Conviction level reflects how significant HFWA is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to HFWA, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for HFWA?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about HFWA?

Accepted Answer

QoQ changes for HFWA show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	1.8M	$46.7M	0.0%	$2896.4B
Jennison	828.0K	$21.5M	0.0%	$145.4B
Two Sigma	490.4K	$12.8M	0.0%	$123.9B
Arrowstreet	433.5K	$11.3M	0.0%	$184.8B
Hotchkis & Wiley	270.0K	$7.0M	0.0%	$32.4B
Invesco	226.9K	$5.9M	0.0%	$653.3B
Renaissance Tech	188.3K	$4.9M	0.0%	$63.9B
Geode Capital	139.3K	$3.6M	0.0%	$1607.5B
American Century	103.1K	$2.7M	0.0%	$194.3B
DFA	31.3K	$814K	0.0%	$481.4B
BlackRock	20.0K	$521K	—	$5723.5B
Gabelli	18.7K	$487K	0.0%	$14.8B
Wellington	18.4K	$477K	0.0%	$535.5B
Northern Trust	17.1K	$445K	0.0%	$756.6B
Fidelity (FMR)	278	$7K	—	$1898.4B
AQR Capital	75	$2K	—	$218.4B
LSV	74.5K	$2K	0.0%	$46.4M

HFWA

Who Holds HFWA

Changes This Quarter