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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
LFA
426
Legacy Financial Advisors
Kentucky
$868K +$4.52K +30 +0.5%
P
427
Pitcairn
Pennsylvania
$864K +$850K +5,646 New
LNWWM
428
Laird Norton Wetherby Wealth Management
California
$863K -$15.4K -102 -2%
GLA
429
Great Lakes Advisors
Illinois
$862K +$38.8K +258 +5%
BB
430
Bell Bank
North Dakota
$852K
William Blair & Company
431
William Blair & Company
Illinois
$850K +$30K +199 +4%
FRM
432
Fox Run Management
Connecticut
$849K +$121K +805 +17%
VF
433
Virtu Financial
New York
$842K +$45K +299 +6%
EA
434
Emerald Advisers
Pennsylvania
$836K -$17.5K -116 -2%
NRD
435
Nebula Research & Development
New York
$832K +$819K +5,438 New
Baird Financial Group
436
Baird Financial Group
Wisconsin
$829K +$510K +3,387 +167%
KIC
437
Keating Investment Counselors
Florida
$819K
AIM
438
Aigen Investment Management
New York
$816K -$380K -2,524 -32%
PI
439
PineBridge Investments
New York
$812K +$799K +5,308 New
CW
440
Connectus Wealth
Ohio
$808K +$903 +6 +0.1%
Robeco Institutional Asset Management
441
Robeco Institutional Asset Management
Netherlands
$806K
VEA
442
Virtus ETF Advisers
New York
$804K -$17.5K -116 -2%
Northwestern Mutual Wealth Management
443
Northwestern Mutual Wealth Management
Wisconsin
$790K -$19.3K -128 -2%
RFC
444
Regions Financial Corp
Alabama
$789K +$12K +80 +2%
CT
445
Coastline Trust
Rhode Island
$787K +$775K +5,147 New
HCA
446
Harbor Capital Advisors
Illinois
$786K
UFF
447
USA Financial Formulas
Michigan
$785K
CM
448
CoreCommodity Management
Connecticut
$784K -$19K -126 -2%
OAM
449
Oppenheimer Asset Management
New York
$771K +$162K +1,079 +27%
MCM
450
Manchester Capital Management
Vermont
$768K +$2.86K +19 +0.4%

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.