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HES

Hess

Delisted

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

565 hedge funds and large institutions have $18.9B invested in Hess in 2021 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 177 increasing their positions, 199 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 42

11% more funds holding

Funds holding: 508565 (+57)

1.09% less ownership

Funds ownership: 83.62%82.53% (-1.1%)

6% less capital invested

Capital invested by funds: $20.2B → $18.9B (-$1.28B)

11% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 199

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

32% less call options, than puts

Call options by funds: $167M | Put options by funds: $244M

Holders
565
Holders Change
+57
Holders Change %
+11.22%
% of All Funds
8.69%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
109
Increased
177
Reduced
199
Closed
42
Calls
$167M
Puts
$244M
Net Calls
-$77.4M
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
451
Spire Wealth Management
Virginia
$77K +$39.7K +489 +88%
DMBA
452
Deseret Mutual Benefit Administrators
Utah
$75K -$28.4K -350 -26%
KFI
453
Key Financial Inc
Pennsylvania
$75K
CCC
454
Crescent Capital Consulting
Louisiana
$74K
MHR
455
Matthew Hamilton Rosenberg
$73K
AA
456
Ancora Advisors
Ohio
$72K
T
457
TOBAM
France
$71K -$86.3K -1,064 -53%
CSWM
458
Cassady Schiller Wealth Management
Ohio
$71K +$77.8K +959 New
FCMT
459
Founders Capital Management (Texas)
Texas
$67K +$8.11K +100 +13%
JAM
460
JCIC Asset Management
Ontario, Canada
$66K +$17.4K +215 +32%
LSA
461
Leonteq Securities AG
Switzerland
$63.9K -$163K -2,007 -70%
FF
462
FourThought Financial
Florida
$62K
QCG
463
Quadrant Capital Group
Ohio
$62K +$4.95K +61 +8%
S
464
SignatureFD
Georgia
$62K +$7.78K +96 +13%
HFM
465
Harvest Fund Management
China
$56K
LFA
466
Level Financial Advisors
New York
$56K +$61.6K +760 New
FMII
467
Farmers & Merchants Investments Inc
Nebraska
$54K
TPCW
468
TD Private Client Wealth
New York
$48.7K -$1.46K -18 -3%
NO
469
Ninety One
South Africa
$46K -$2.35K -29 -4%
SC
470
SouthState Corp
Florida
$46K
CT
471
Caldwell Trust
Florida
$44.4K
CFG
472
CKW Financial Group
Hawaii
$40K
CNBTD
473
Citizens National Bank Trust Department
Mississippi
$37K +$40.5K +500 New
CH
474
Canton Hathaway
Rhode Island
$35K
APA
475
American Portfolios Advisors
New York
$33.5K -$6.49K -80 -15%

HES Hedge Fund Activity: Q4 2021 in Review

565 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q4 2021, worth a combined $18.9B — down 6.3% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new HES positions and 42 closed out — a net gain of 67 holders — while 177 added to existing stakes and 199 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $224M. The largest seller was UBS AM, cutting an estimated $317M.

  • 565 institutional investors held Hess (HES) as of Q4 2021, up from 508 in Q3 2021.
  • Funds reported $18.9B of Hess stock for Q4 2021, down 6.3% quarter-over-quarter.
  • 109 funds opened new Hess positions in Q4 2021 and 42 closed out, a net change of +67 holders.
  • The largest Hess buyer in Q4 2021 was Fidelity Investments, an estimated $224M added.
  • The largest Hess seller in Q4 2021 was UBS AM, an estimated $317M sold.

Based on aggregated 13F filings for Q4 2021.