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HES

Hess

Delisted

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

536 hedge funds and large institutions have $22.5B invested in Hess in 2021 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 176 increasing their positions, 179 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 46

24% more capital invested

Capital invested by funds: $18.2B → $22.5B (+$4.3B)

8% more funds holding

Funds holding: 496536 (+40)

6% more call options, than puts

Call options by funds: $227M | Put options by funds: $216M

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.15% less ownership

Funds ownership: 83.74%83.59% (-0.15%)

2% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 179

Holders
536
Holders Change
+40
Holders Change %
+8.06%
% of All Funds
9.33%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
92
Increased
176
Reduced
179
Closed
46
Calls
$227M
Puts
$216M
Net Calls
+$11.9M
Net Calls Change
+$52.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FFG
501
Ford Financial Group
California
$7K +$7.02K +87 New
SWA
502
Sutton Wealth Advisors
Florida
$6.55K
HF
503
Halpern Financial
Virginia
$6.03K
WWM
504
Wolff Wiese Magana
California
$6K -$1.05K -13 -16%
CFGS
505
Concourse Financial Group Securities
Alabama
$6K
IA
506
IFP Advisors
Florida
$6K
ZB
507
Zions Bancorporation
Utah
$6K +$242 +3 +5%
LC
508
Lindbrook Capital
California
$6K +$565 +7 +12%
WQ
509
Wealth Quarterback
New Jersey
$6K +$4.84K +60 New
AssetMark Inc
510
AssetMark Inc
California
$5K
BFC
511
Bedel Financial Consulting
Indiana
$5K
EFSCE
512
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
PO
513
Private Ocean
California
$5K
BU
514
BBVA USA
Alabama
$5K +$5K +62 New
TSW
515
Thompson Siegel & Walmsley
Virginia
$4K
MCM
516
MV Capital Management
Maryland
$4K +$2.83K +35 +350%
JCM
517
Jacobi Capital Management
Pennsylvania
$3K -$3.71K -46 -55%
TFO
518
Tarbox Family Office
California
$3K
HI
519
Hudock Inc
Pennsylvania
$3K +$81 +1 +3%
ACA
520
Atlas Capital Advisors
Wyoming
$2.62K +$2.42K +30 New
BWM
521
BerganKDV Wealth Management
Minnesota
$2K
EW
522
Evoke Wealth
California
$2K
FMP
523
Financial Management Professionals
Texas
$2K
FHC
524
First Horizon Corporation
Tennessee
$2K
HPC
525
HM Payson & Co
Maine
$2K

HES Hedge Fund Activity: Q2 2021 in Review

536 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q2 2021, worth a combined $22.5B — up 24% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new HES positions and 46 closed out — a net gain of 46 holders — while 176 added to existing stakes and 179 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $240M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $199M.

  • 536 institutional investors held Hess (HES) as of Q2 2021, up from 496 in Q1 2021.
  • Funds reported $22.5B of Hess stock for Q2 2021, up 24% quarter-over-quarter.
  • 92 funds opened new Hess positions in Q2 2021 and 46 closed out, a net change of +46 holders.
  • The largest Hess buyer in Q2 2021 was Fidelity Investments, an estimated $240M added.
  • The largest Hess seller in Q2 2021 was Hotchkis & Wiley Capital Management, an estimated $199M sold.

Based on aggregated 13F filings for Q2 2021.