We are live on ! Find out more
HES

Hess

Delisted

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

508 hedge funds and large institutions have $20.2B invested in Hess in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 179 increasing their positions, 183 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% more ownership

Funds ownership: 83.59%83.62% (+0.03%)

2% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 183

5% less funds holding

Funds holding: 536508 (-28)

10% less capital invested

Capital invested by funds: $22.5B → $20.2B (-$2.27B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

24% less call options, than puts

Call options by funds: $201M | Put options by funds: $265M

30% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 71

Holders
508
Holders Change
-28
Holders Change %
-5.22%
% of All Funds
8.89%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
50
Increased
179
Reduced
183
Closed
71
Calls
$201M
Puts
$265M
Net Calls
-$64.2M
Net Calls Change
-$76.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
476
Creative Financial Designs
Indiana
$6K
ZB
477
Zions Bancorporation
Utah
$5K -$221 -3 -5%
WQ
478
Wealth Quarterback
New Jersey
$5K
WWM
479
Wolff Wiese Magana
California
$5K
KIG
480
Kowal Investment Group
Wisconsin
$5K +$4.27K +58 New
TF
481
Tompkins Financial
New York
$5K +$4.42K +60 New
LC
482
Lindbrook Capital
California
$4K -$1.1K -15 -22%
CFGS
483
Concourse Financial Group Securities
Alabama
$4K -$884 -12 -18%
AssetMark Inc
484
AssetMark Inc
California
$4K
BFC
485
Bedel Financial Consulting
Indiana
$4K
BIA
486
Bell Investment Advisors
California
$4K +$3.46K +47 New
Optiver Holding
487
Optiver Holding
Netherlands
$4K +$4.05K +55 New
PCG
488
Private Capital Group
Connecticut
$3K -$14.1K -191 -85%
MCM
489
MV Capital Management
Maryland
$3K -$368 -5 -11%
HI
490
Hudock Inc
Pennsylvania
$3K
JCM
491
Jacobi Capital Management
Pennsylvania
$3K
TFO
492
Tarbox Family Office
California
$3K
TSW
493
Thompson Siegel & Walmsley
Virginia
$3K
ACA
494
Atlas Capital Advisors
Wyoming
$2.34K
BWM
495
BerganKDV Wealth Management
Minnesota
$2K
HPC
496
HM Payson & Co
Maine
$2K
CWC
497
Carolinas Wealth Consulting
North Carolina
$2K +$1.77K +24 New
ED
498
Exane Derivatives
France
$1.41K
CCM
499
Covington Capital Management
California
$1K -$27K -367 -98%
EBA
500
Eagle Bay Advisors
New York
$1K -$5.01K -68 -84%

HES Hedge Fund Activity: Q3 2021 in Review

508 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q3 2021, worth a combined $20.2B — down 10% from $22.5B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of HES and 50 opened new positions — a net loss of 21 holders — while 183 trimmed existing stakes and 179 added.

The largest buyer was UBS AM, adding an estimated $114M. The largest seller was T. Rowe Price Associates, cutting an estimated $147M.

  • 508 institutional investors held Hess (HES) as of Q3 2021, down from 536 in Q2 2021.
  • Funds reported $20.2B of Hess stock for Q3 2021, down 10% quarter-over-quarter.
  • 50 funds opened new Hess positions in Q3 2021 and 71 closed out, a net change of -21 holders.
  • The largest Hess buyer in Q3 2021 was UBS AM, an estimated $114M added.
  • The largest Hess seller in Q3 2021 was T. Rowe Price Associates, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2021.