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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
BCM
451
Bornite Capital Management
New York
$765K -$22.6M -150,000 -97%
AIM
452
Aquila Investment Management
New York
$765K
SM
453
Southport Management
Wyoming
$765K +$753K +5,000 New
SAI
454
Systematic Alpha Investments
New Jersey
$762K
SP
455
Symmetry Partners
Connecticut
$755K
AIM
456
Ausbil Investment Management
Australia
$746K +$753K +5,000 New
Cerity Partners
457
Cerity Partners
New York
$740K -$265K -1,759 -27%
SC
458
Syon Capital
California
$736K +$724K +4,811 New
Carson Wealth (CWM LLC)
459
Carson Wealth (CWM LLC)
Nebraska
$734K -$14.2K -94 -2%
WFC
460
Western Financial Corp
California
$727K -$724K -4,808 -50%
DT
461
Diversified Trust
Tennessee
$713K +$235K +1,558 +50%
APIM
462
Agate Pass Investment Management
Washington
$708K -$7.53K -50 -1%
MML Investors Services
463
MML Investors Services
Massachusetts
$708K -$164K -1,089 -19%
WJWM
464
Williams Jones Wealth Management
New York
$704K -$105K -700 -13%
WW
465
Waterfront Wealth
Kansas
$701K +$16.9K +112 +3%
GT
466
Glenview Trust
Kentucky
$689K
PIFP
467
Partners in Financial Planning
Virginia
$688K
WI
468
Wahed Invest
New York
$680K +$67.6K +449 +11%
CT
469
Chicago Trust
Illinois
$676K +$13.1K +87 +2%
ZDA
470
Zweig-DiMenna Associates
New York
$672K
DWM
471
Drive Wealth Management
Utah
$670K +$30.1K +200 +5%
OTL
472
Oak Thistle LLC
New York
$668K +$658K +4,367 New
GP
473
Greenline Partners
New York
$657K
MC
474
Maverick Capital
Texas
$642K +$632K +4,197 New
Lido Advisors
475
Lido Advisors
California
$642K +$30.7K +204 +5%

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.