We are live on ! Find out more
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
CW
476
Connectus Wealth
Ohio
$791K +$30.8K +210 +4%
PA
477
Pinnacle Associates
New York
$787K -$1.39M -9,514 -64%
ADIM
478
Alpha DNA Investment Management
Maryland
$783K +$796K +5,431 New
KIC
479
Keating Investment Counselors
Florida
$771K
Wealth Enhancement Advisory Services
480
Wealth Enhancement Advisory Services
Minnesota
$740K -$919K -6,269 -55%
CM
481
CoreCommodity Management
Connecticut
$739K
Carson Wealth (CWM LLC)
482
Carson Wealth (CWM LLC)
Nebraska
$728K +$36.9K +252 +5%
M1FG
483
Mach-1 Financial Group
Arkansas
$727K +$739K +5,044 New
MCM
484
Manchester Capital Management
Vermont
$726K +$1.76K +12 +0.2%
HCA
485
Harbor Capital Advisors
Illinois
$721K -$20.2K -138 -3%
AIM
486
Aquila Investment Management
New York
$721K
CM
487
Crystalline Management
Canada
$721K +$733K +5,000 New
SAI
488
Systematic Alpha Investments
New Jersey
$718K
Northwestern Mutual Wealth Management
489
Northwestern Mutual Wealth Management
Wisconsin
$715K -$29.8K -203 -4%
FI
490
Financial Insights
Washington
$696K +$99.8K +681 +16%
PE
491
Point72 Europe
United Kingdom
$692K +$704K +4,800 New
WI
492
Wahed Invest
New York
$686K +$45.6K +311 +7%
BPA
493
Beacon Pointe Advisors
California
$666K -$174K -1,184 -20%
APIM
494
Agate Pass Investment Management
Washington
$657K -$11K -75 -2%
FTDI
495
First Trust Direct Indexing
Massachusetts
$655K +$64.6K +441 +11%
CT
496
Chicago Trust
Illinois
$653K +$16.4K +112 +3%
GT
497
Glenview Trust
Kentucky
$651K +$1.76K +12 +0.3%
WJWM
498
Williams Jones Wealth Management
New York
$649K -$14.7K -100 -2%
AIM
499
Ausbil Investment Management
Australia
$649K -$73.3K -500 -10%
PIFP
500
Partners in Financial Planning
Virginia
$648K

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.