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HES

Hess

Delisted

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

757 hedge funds and large institutions have $34.2B invested in Hess in 2023 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 251 increasing their positions, 274 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 57

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

5% more funds holding

Funds holding: 720757 (+37)

1% more capital invested

Capital invested by funds: $33.9B → $34.2B (+$277M)

8% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 274

1.64% less ownership

Funds ownership: 83.65%82.01% (-1.6%)

28% less call options, than puts

Call options by funds: $411M | Put options by funds: $571M

Holders
757
Holders Change
+37
Holders Change %
+5.14%
% of All Funds
11.89%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.2%
New
99
Increased
251
Reduced
274
Closed
57
Calls
$411M
Puts
$571M
Net Calls
-$160M
Net Calls Change
-$87.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
501
Welch & Forbes
Massachusetts
$421K -$7.94K -58 -2%
DWM
502
Dakota Wealth Management
Florida
$420K +$5.34K +39 +1%
CGL
503
Clarius Group LLC
Washington
$417K -$5.06K -37 -1%
GT
504
Greenleaf Trust
Michigan
$416K -$274 -2 -0.1%
SW
505
SVB Wealth
Massachusetts
$413K -$13.1K -96 -3%
IC
506
Inscription Capital
Texas
$410K -$5.34K -39 -1%
PGFC
507
Peapack-Gladstone Financial Corp
New Jersey
$408K -$158K -1,156 -28%
IWC
508
Integrated Wealth Concepts
Massachusetts
$405K +$194K +1,421 +91%
NSAM
509
North Star Asset Management
Wisconsin
$398K
BSW
510
Buckingham Strategic Wealth
Missouri
$398K +$17.5K +128 +5%
ESCM
511
Echo Street Capital Management
New York
$398K +$400K +2,924 New
CANY
512
Caxton Associates (New York)
New York
$394K -$589K -4,300 -60%
CG
513
Cutler Group
California
$392K +$63.1K +461 +19%
CA
514
Cetera Advisors
Colorado
$392K -$3.15K -23 -0.8%
SF
515
Synovus Financial
Georgia
$386K -$12.7K -93 -3%
FFM
516
Forum Financial Management
Illinois
$385K +$3.83K +28 +1%
MM
517
MQS Management
New York
$382K -$122K -888 -24%
SFA
518
Sequoia Financial Advisors
Ohio
$380K +$19.6K +143 +5%
KAS
519
Kestra Advisory Services
Texas
$377K +$14.6K +107 +4%
HNB
520
Huntington National Bank
Ohio
$373K +$9.31K +68 +3%
CFP
521
Catalyst Financial Partners
Massachusetts
$372K +$23.4K +171 +7%
AAA
522
Adams Asset Advisors
Texas
$364K
GIA
523
Gladstone Institutional Advisory
Florida
$363K -$1.19M -8,718 -77%
EVM
524
Evelyn V. Moreno
$362K
MNBTD
525
Moody National Bank Trust Division
Texas
$360K -$12.6K -92 -3%

HES Hedge Fund Activity: Q2 2023 in Review

757 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q2 2023, worth a combined $34.2B — up 0.82% from $33.9B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new HES positions and 57 closed out — a net gain of 42 holders — while 251 added to existing stakes and 274 trimmed.

The largest buyer was DZ Bank, adding an estimated $219M. The largest seller was Fidelity Investments, cutting an estimated $532M.

  • 757 institutional investors held Hess (HES) as of Q2 2023, up from 720 in Q1 2023.
  • Funds reported $34.2B of Hess stock for Q2 2023, up 0.82% quarter-over-quarter.
  • 99 funds opened new Hess positions in Q2 2023 and 57 closed out, a net change of +42 holders.
  • The largest Hess buyer in Q2 2023 was DZ Bank, an estimated $219M added.
  • The largest Hess seller in Q2 2023 was Fidelity Investments, an estimated $532M sold.

Based on aggregated 13F filings for Q2 2023.