AG
HES

AlTi Global’s Hess HES Stock Holding History

AlTi Global’s Portfolio HES Stock Details HES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,775
Closed -$247K – 438
2025
Q2 		$247K Sell
1,775
-5,339
-75% -$721K 0.01% 380
2025
Q1 		$1.14M Sell
7,114
-3,088
-30% -$454K 0.03% 193
2024
Q4 		$1.36M Buy
10,202
+3,150
+45% +$440K 0.03% 192
2024
Q3 		$958K Sell
7,052
-16
-0.2% -$2.23K 0.02% 221
2024
Q2 		$1.04M Buy
+7,068
New +$1.08M 0.03% 207

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

AlTi Global's HES Position: Q3 2025 in Review

AlTi Global sold out of Hess (HES) in Q3 2025, closing a stake of 1,775 shares — an estimated $247K sold.

AlTi Global first reported a position in HES in Q2 2024 and held it in 5 quarters. The position peaked at $1.36M in Q4 2024. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • AlTi Global reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • AlTi Global sold 1,775 Hess shares in Q3 2025, an estimated $247K.
  • AlTi Global first reported a position in Hess in Q2 2024 and held it in 5 quarters.
  • AlTi Global's Hess position peaked at $1.36M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on AlTi Global's 13F filing for Q3 2025, filed 6 Nov 2025.