Ken Fisher
HES

Ken Fisher’s Hess HES Stock Holding History

Ken Fisher’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
-2,740
Closed -$380K – 1040
2025
Q2 		$380K Buy
2,740
+102
+4% +$13.8K ﹤0.01% 834
2025
Q1 		$421K Sell
2,638
-980
-27% -$144K ﹤0.01% 822
2024
Q4 		$481K Buy
3,618
+681
+23% +$95.1K ﹤0.01% 778
2024
Q3 		$399K Sell
2,937
-478
-14% -$66.5K ﹤0.01% 789
2024
Q2 		$504K Sell
3,415
-475
-12% -$72.8K ﹤0.01% 782
2024
Q1 		$594K Sell
3,890
-57,428
-94% -$8.34M ﹤0.01% 751
2023
Q4 		$8.84M Sell
61,318
-7,907
-11% -$1.16M ﹤0.01% 429
2023
Q3 		$10.6M Sell
69,225
-3,088,049
-98% -$465M 0.01% 430
2023
Q2 		$429M Sell
3,157,274
-1,652,656
-34% -$226M 0.24% 108
2023
Q1 		$637M Buy
4,809,930
+133,858
+3% +$18.6M 0.39% 85
2022
Q4 		$663M Buy
4,676,072
+81,145
+2% +$11.1M 0.45% 71
2022
Q3 		$501M Buy
4,594,927
+151,092
+3% +$16.7M 0.38% 78
2022
Q2 		$471M Buy
4,443,835
+242,700
+6% +$27.5M 0.33% 82
2022
Q1 		$450M Buy
4,201,135
+227,588
+6% +$21.6M 0.27% 88
2021
Q4 		$294M Buy
3,973,547
+217,742
+6% +$17.7M 0.16% 112
2021
Q3 		$293M Buy
3,755,805
+225,422
+6% +$16.6M 0.18% 107
2021
Q2 		$308M Buy
3,530,383
+204,647
+6% +$16.5M 0.19% 103
2021
Q1 		$235M Buy
3,325,736
+209,467
+7% +$13.4M 0.17% 109
2020
Q4 		$165M Buy
3,116,269
+186,811
+6% +$8.49M 0.12% 121
2020
Q3 		$120M Buy
2,929,458
+178,621
+6% +$8.49M 0.1% 128
2020
Q2 		$143M Buy
2,750,837
+203,667
+8% +$9.32M 0.14% 113
2020
Q1 		$84.8M Buy
2,547,170
+93,423
+4% +$5.05M 0.11% 127
2019
Q4 		$164M Buy
2,453,747
+88,400
+4% +$5.78M 0.17% 104
2019
Q3 		$143M Buy
2,365,347
+125,139
+6% +$7.8M 0.16% 107
2019
Q2 		$142M Buy
2,240,208
+195,299
+10% +$12.1M 0.16% 105
2019
Q1 		$123M Buy
+2,044,909
New +$113M 0.14% 103

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 $7.49B AUM 24.82% 1-Year Est. Return

Ken Fisher's HES Position: Q3 2025 in Review

Ken Fisher sold out of Hess (HES) in Q3 2025, closing a stake of 2,740 shares — an estimated $380K sold.

Ken Fisher first reported a position in HES in Q1 2019 and held it in 26 quarters. The position peaked at $663M in Q4 2022. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Ken Fisher reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Ken Fisher sold 2,740 Hess shares in Q3 2025, an estimated $380K.
  • Ken Fisher first reported a position in Hess in Q1 2019 and held it in 26 quarters.
  • Ken Fisher's Hess position peaked at $663M in Q4 2022.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Fisher Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.