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HES

Hess

Delisted

HES was delisted on the 17th of July, 2025.

757 hedge funds and large institutions have $34.2B invested in Hess in 2023 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 251 increasing their positions, 274 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 57

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

5% more funds holding

Funds holding: 720757 (+37)

1% more capital invested

Capital invested by funds: $33.9B → $34.2B (+$277M)

8% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 274

1.64% less ownership

Funds ownership: 83.65%82.01% (-1.6%)

28% less call options, than puts

Call options by funds: $411M | Put options by funds: $571M

Holders
757
Holders Change
+37
Holders Change %
+5.14%
% of All Funds
11.89%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.2%
New
99
Increased
251
Reduced
274
Closed
57
Calls
$411M
Puts
$571M
Net Calls
-$160M
Net Calls Change
-$87.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
301
Ethic Inc
New York
$2.29M +$971K +7,096 +73%
GWM
302
Geneos Wealth Management
Colorado
$2.28M +$22.3K +163 +1%
Truist Financial
303
Truist Financial
North Carolina
$2.21M -$104K -757 -4%
PFO
304
Pathstone Family Office
New Jersey
$2.21M -$291K -2,123 -12%
Janney Montgomery Scott
305
Janney Montgomery Scott
Pennsylvania
$2.17M -$89.8K -656 -4%
AWM
306
Avitas Wealth Management
California
$2.15M -$11.9K -87 -0.5%
GS
307
GTS Securities
New York
$2.14M +$2.16M +15,764 New
DS
308
DRW Securities
Illinois
$2.13M -$514K -3,754 -19%
Nordea Investment Management
309
Nordea Investment Management
Sweden
$2.12M +$25.7K +188 +1%
KPWS
310
Kestra Private Wealth Services
Texas
$2.08M -$19.2K -140 -0.9%
PA
311
Pinnacle Associates
New York
$2.04M -$94.4K -690 -4%
ECU
312
Eisler Capital (UK)
United Kingdom
$2.03M +$2.05M +14,954 New
Brown Advisory
313
Brown Advisory
Maryland
$2.01M +$325K +2,375 +19%
Luther King Capital Management (LKCM)
314
Luther King Capital Management (LKCM)
Texas
$2.01M +$16.7K +122 +0.8%
Balyasny Asset Management
315
Balyasny Asset Management
Illinois
$1.95M -$228K -1,669 -10%
Creative Planning
316
Creative Planning
Kansas
$1.94M +$47.4K +346 +2%
QCM
317
Quantinno Capital Management
New York
$1.91M +$129K +945 +7%
CGH
318
Crossmark Global Holdings
Texas
$1.87M +$164K +1,196 +11%
E
319
Ergoteles
New York
$1.83M -$836K -6,111 -31%
NMERB
320
New Mexico Educational Retirement Board
New Mexico
$1.83M +$82.1K +600 +5%
Mackenzie Financial
321
Mackenzie Financial
Ontario, Canada
$1.79M +$66.9K +489 +4%
HWM
322
HB Wealth Management
Georgia
$1.78M +$27.1K +198 +2%
NAMA
323
Nikko Asset Management Americas
New York
$1.7M -$43K -314 -2%
Osaic Holdings
324
Osaic Holdings
Arizona
$1.69M +$123K +899 +8%
SIC
325
Schwartz Investment Counsel
Michigan
$1.69M

HES Hedge Fund Activity: Q2 2023 in Review

757 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q2 2023, worth a combined $34.2B — up 0.82% from $33.9B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new HES positions and 57 closed out — a net gain of 42 holders — while 251 added to existing stakes and 274 trimmed.

The largest buyer was DZ Bank, adding an estimated $219M. The largest seller was Fidelity Investments, cutting an estimated $532M.

  • 757 institutional investors held Hess (HES) as of Q2 2023, up from 720 in Q1 2023.
  • Funds reported $34.2B of Hess stock for Q2 2023, up 0.82% quarter-over-quarter.
  • 99 funds opened new Hess positions in Q2 2023 and 57 closed out, a net change of +42 holders.
  • The largest Hess buyer in Q2 2023 was DZ Bank, an estimated $219M added.
  • The largest Hess seller in Q2 2023 was Fidelity Investments, an estimated $532M sold.

Based on aggregated 13F filings for Q2 2023.