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HEES

H&E Equipment Services

Delisted

HEES was delisted on the 30th of May, 2025.

3 hedge funds and large institutions have $296K invested in H&E Equipment Services in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 244 closing their positions.

New
Increased
Maintained
Reduced
Closed

85.66% less ownership

Funds ownership: 85.67%0.02% (-86%)

99% less funds holding

Funds holding: 2503 (-247)

100% less capital invested

Capital invested by funds: $2.97B → $296K (-$2.97B)

100% less funds holding in top 10

Funds holding in top 10: 90 (-9)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 244

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
3
Holders Change
-247
Holders Change %
-98.8%
% of All Funds
0.04%
Holding in Top 10
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-100%
% of All Funds
New
Increased
Reduced
2
Closed
244
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSG
201
Summit Securities Group
New York
-$27.4K -289 Closed
HWM
202
Hemington Wealth Management
Virginia
-$24K -259 Closed
OP
203
ORG Partners
Indiana
-$23.8K -250 Closed
QCG
204
Quadrant Capital Group
Ohio
-$22.9K -242 Closed
PWA
205
Physician Wealth Advisors
Utah
-$22.1K -233 Closed
CCM
206
Coldstream Capital Management
Washington
-$21.8K -230 Closed
Optiver Holding
207
Optiver Holding
Netherlands
-$20K -211 Closed
Nomura Asset Management
208
Nomura Asset Management
Japan
-$19.9K -210 Closed
A
209
AlphaQuest
New York
-$17.3K -182 Closed
BL
210
BFSG LLC
California
-$17.1K -180 Closed
GI
211
GAMMA Investing
California
-$17K -179 Closed
HCA
212
Harbor Capital Advisors
Illinois
-$11K -119 Closed
RA
213
Rise Advisors
New York
-$10.3K -109 Closed
AW
214
Avion Wealth
Texas
-$4K -100 Closed
DB
215
Danske Bank
Denmark
-$9.48K -100 Closed
SAM
216
Smartleaf Asset Management
Massachusetts
-$9.06K -95 Closed
CAL
217
Capital Analysts LLC
Pennsylvania
-$9K -90 Closed
RIL
218
Rothschild Investment LLC
Illinois
-$7.58K -80 Closed
PA
219
Parallel Advisors
California
-$7.37K -78 Closed
SCM
220
Sterling Capital Management
North Carolina
-$7.39K -78 Closed
SS
221
SBI Securities
Japan
-$6.92K -73 Closed
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
-$5.69K -60 Closed
Lazard Asset Management
223
Lazard Asset Management
New York
-$4K -51 Closed
POIA
224
Pin Oak Investment Advisors
Texas
-$5K -50 Closed
HCP
225
Hexagon Capital Partners
Arkansas
-$4.46K -47 Closed

HEES Hedge Fund Activity: Q2 2025 in Review

3 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q2 2025, worth a combined $296K — down 100% from $2.97B a quarter earlier.

Sellers outnumbered buyers: 244 funds closed out of HEES and 0 opened new positions — a net loss of 244 holders — while 2 trimmed existing stakes and 0 added.

The largest seller was Vanguard Group, exiting entirely with an estimated $307M sold.

  • 3 institutional investors held H&E Equipment Services (HEES) as of Q2 2025, down from 250 in Q1 2025.
  • Funds reported $296K of H&E Equipment Services stock for Q2 2025, down 100% quarter-over-quarter.
  • 0 funds opened new H&E Equipment Services positions in Q2 2025 and 244 closed out, a net change of -244 holders.
  • The largest H&E Equipment Services seller in Q2 2025 was Vanguard Group, an estimated $307M sold.

Based on aggregated 13F filings for Q2 2025.