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HES

Hess

Delisted

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

783 hedge funds and large institutions have $39.1B invested in Hess in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 269 increasing their positions, 285 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 54

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

14% more capital invested

Capital invested by funds: $34.2B → $39.1B (+$4.86B)

3% more funds holding

Funds holding: 757783 (+26)

1.05% more ownership

Funds ownership: 82.01%83.06% (+1.1%)

6% less repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 285

7% less call options, than puts

Call options by funds: $640M | Put options by funds: $686M

Holders
783
Holders Change
+26
Holders Change %
+3.43%
% of All Funds
12.43%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.3%
New
90
Increased
269
Reduced
285
Closed
54
Calls
$640M
Puts
$686M
Net Calls
-$45.3M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
CWG
301
Cornerstone Wealth Group
North Carolina
$2.71M -$18.5K -123 -0.7%
Nordea Investment Management
302
Nordea Investment Management
Sweden
$2.71M +$297K +1,973 +13%
1IA
303
1834 Investment Advisors
Wisconsin
$2.69M -$64K -425 -2%
Pacer Advisors
304
Pacer Advisors
Pennsylvania
$2.68M +$64.9K +431 +3%
N
305
Natixis
France
$2.66M +$41.3K +274 +2%
LSERS
306
Louisiana State Employees Retirement System
Louisiana
$2.62M
KBC Group
307
KBC Group
Belgium
$2.58M -$1.11M -7,365 -30%
PA
308
Profund Advisors
Maryland
$2.57M -$128K -850 -5%
GWM
309
Geneos Wealth Management
Colorado
$2.56M
PMEF
310
Point72 Middle East FZE
United Arab Emirates
$2.5M -$3.47M -23,034 -58%
EI
311
Ethic Inc
New York
$2.49M -$91.9K -610 -4%
BA
312
Bridgewater Associates
Connecticut
$2.39M -$13M -86,355 -85%
AWM
313
Avitas Wealth Management
California
$2.37M -$48.6K -323 -2%
CWM
314
CIBC World Markets
New York
$2.33M -$5.44M -36,137 -70%
Brown Advisory
315
Brown Advisory
Maryland
$2.32M +$55.4K +368 +2%
QCM
316
Quantinno Capital Management
New York
$2.32M +$175K +1,162 +8%
PA
317
Pinnacle Associates
New York
$2.29M -$4.37K -29 -0.2%
KPWS
318
Kestra Private Wealth Services
Texas
$2.28M -$54.8K -364 -2%
Luther King Capital Management (LKCM)
319
Luther King Capital Management (LKCM)
Texas
$2.25M -$8.28K -55 -0.4%
RL
320
Retireful LLC
Michigan
$2.24M +$2.2M +14,624 New
SCM
321
Saba Capital Management
New York
$2.24M -$2.1M -13,955 -49%
NMERB
322
New Mexico Educational Retirement Board
New Mexico
$2.2M +$136K +900 +7%
ACM
323
Advisors Capital Management
New Jersey
$2.17M +$2.14M +14,210 New
SIC
324
Schwartz Investment Counsel
Michigan
$2.16M +$256K +1,700 +14%
Creative Planning
325
Creative Planning
Kansas
$2.14M -$41.1K -273 -2%

HES Hedge Fund Activity: Q3 2023 in Review

783 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q3 2023, worth a combined $39.1B — up 14% from $34.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new HES positions and 54 closed out — a net gain of 36 holders — while 269 added to existing stakes and 285 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $301M. The largest seller was Fisher Asset Management, cutting an estimated $465M.

  • 783 institutional investors held Hess (HES) as of Q3 2023, up from 757 in Q2 2023.
  • Funds reported $39.1B of Hess stock for Q3 2023, up 14% quarter-over-quarter.
  • 90 funds opened new Hess positions in Q3 2023 and 54 closed out, a net change of +36 holders.
  • The largest Hess buyer in Q3 2023 was Victory Capital Management, an estimated $301M added.
  • The largest Hess seller in Q3 2023 was Fisher Asset Management, an estimated $465M sold.

Based on aggregated 13F filings for Q3 2023.