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HES

Hess

Delisted

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

839 hedge funds and large institutions have $37.9B invested in Hess in 2023 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 263 increasing their positions, 266 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more funds holding in top 10

Funds holding in top 10: 1936 (+17)

55% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 117

7% more funds holding

Funds holding: 783839 (+56)

2.63% more ownership

Funds ownership: 83.06%85.69% (+2.6%)

1% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 266

3% less capital invested

Capital invested by funds: $39.1B → $37.9B (-$1.14B)

61% less call options, than puts

Call options by funds: $610M | Put options by funds: $1.58B

Holders
839
Holders Change
+56
Holders Change %
+7.15%
% of All Funds
12.23%
Holding in Top 10
36
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+89.47%
% of All Funds
0.52%
New
181
Increased
263
Reduced
266
Closed
117
Calls
$610M
Puts
$1.58B
Net Calls
-$974M
Net Calls Change
-$929M
Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
451
BOK Financial Private Wealth
Colorado
$967K +$984K +6,710 New
First Manhattan
452
First Manhattan
New York
$964K -$42.7K -291 -4%
CGIM
453
Capital Group Investment Management
Singapore
$948K -$703K -4,793 -42%
NA
454
NewEdge Advisors
Louisiana
$943K -$368K -2,513 -28%
Fifth Third Bancorp
455
Fifth Third Bancorp
Ohio
$935K +$8.94K +61 +0.9%
EP
456
Edgestream Partners
New Jersey
$929K +$944K +6,442 New
IMCOOI
457
Investment Management Corp of Ontario (IMCO)
Canada
$926K +$942K +6,424 New
FHB
458
First Hawaiian Bank
Hawaii
$911K -$751K -5,125 -45%
Hotchkis & Wiley Capital Management
459
Hotchkis & Wiley Capital Management
California
$911K
P
460
Pitcairn
Pennsylvania
$898K +$85.3K +582 +10%
UCFA
461
United Capital Financial Advisors
Texas
$894K +$909K +6,202 New
WTC
462
WhitTier Trust Company
Nevada
$888K -$39.4K -269 -4%
HA
463
Harbor Advisors
Florida
$865K
FSI
464
Flow State Investments
Illinois
$865K +$880K +6,000 New
BL
465
Balentine LLC
Georgia
$861K +$25.2K +172 +3%
PSC
466
Portman Square Capital
United Kingdom
$843K +$533K +3,639 +165%
LA
467
Legacy Advisors
Pennsylvania
$842K +$528K +3,605 +161%
Group One Trading
468
Group One Trading
Illinois
$834K -$2.05M -14,013 -71%
RFC
469
Regions Financial Corp
Alabama
$833K +$90.9K +620 +12%
William Blair & Company
470
William Blair & Company
Illinois
$828K +$27.6K +188 +3%
LFA
471
Legacy Financial Advisors
Kentucky
$821K +$3.23K +22 +0.4%
LNWWM
472
Laird Norton Wetherby Wealth Management
California
$808K -$5.13K -35 -0.6%
CA
473
Cornerstone Advisors
North Carolina
$807K -$73.3K -500 -8%
BB
474
Bell Bank
North Dakota
$803K
GLA
475
Great Lakes Advisors
Illinois
$792K -$20.4K -139 -2%

HES Hedge Fund Activity: Q4 2023 in Review

839 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q4 2023, worth a combined $37.9B — down 2.9% from $39.1B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new HES positions and 117 closed out — a net gain of 64 holders — while 263 added to existing stakes and 266 trimmed.

The largest buyer was HBK Investments, opening a new position worth an estimated $1.23B. The largest seller was Fidelity Investments, cutting an estimated $1.71B.

  • 839 institutional investors held Hess (HES) as of Q4 2023, up from 783 in Q3 2023.
  • Funds reported $37.9B of Hess stock for Q4 2023, down 2.9% quarter-over-quarter.
  • 181 funds opened new Hess positions in Q4 2023 and 117 closed out, a net change of +64 holders.
  • The largest Hess buyer in Q4 2023 was HBK Investments, an estimated $1.23B added.
  • The largest Hess seller in Q4 2023 was Fidelity Investments, an estimated $1.71B sold.

Based on aggregated 13F filings for Q4 2023.