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HES

Hess

Delisted

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

870 hedge funds and large institutions have $34.7B invested in Hess in 2024 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 301 increasing their positions, 298 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 60

13% more funds holding in top 10

Funds holding in top 10: 5461 (+7)

7% more funds holding

Funds holding: 813870 (+57)

1.03% more ownership

Funds ownership: 83.73%84.75% (+1%)

1% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 298

1% less capital invested

Capital invested by funds: $35B → $34.7B (-$273M)

35% less call options, than puts

Call options by funds: $403M | Put options by funds: $622M

Holders
870
Holders Change
+57
Holders Change %
+7.01%
% of All Funds
11.46%
Holding in Top 10
61
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.96%
% of All Funds
0.8%
New
127
Increased
301
Reduced
298
Closed
60
Calls
$403M
Puts
$622M
Net Calls
-$219M
Net Calls Change
+$98.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
501
Blackstone Inc
New York
$602K
CT
502
Chicago Trust
Illinois
$601K -$132K -945 -17%
GT
503
Glenview Trust
Kentucky
$599K -$140 -1 -0%
PIFP
504
Partners in Financial Planning
Virginia
$598K
CCM
505
Coldstream Capital Management
Washington
$593K +$40.4K +289 +7%
CG
506
Caprock Group
Idaho
$590K +$49.9K +357 +9%
EGM
507
Engineers Gate Manager
New York
$577K +$606K +4,341 New
GP
508
Greenline Partners
New York
$571K
BW
509
Bison Wealth
Georgia
$566K +$21.4K +153 +4%
RBWA
510
RFG - Bristol Wealth Advisors
Massachusetts
$562K +$590K +4,226 New
CPCPP
511
Canada Post Corporation Pension Plan
Canada
$558K +$586K +4,197 New
WPC
512
Wedmont Private Capital
Pennsylvania
$556K +$31K +222 +6%
NRS
513
Neville Rodie & Shaw
New York
$555K
AWM
514
AE Wealth Management
Kansas
$549K +$241K +1,727 +72%
MLL
515
Moody Lynn & Lieberson
Massachusetts
$548K -$69.8K -500 -11%
CIM
516
Confluence Investment Management
Missouri
$548K +$35.6K +255 +7%
SC
517
Savant Capital
Illinois
$544K +$59.3K +425 +12%
MSA
518
MUFG Securities Americas
New York
$543K +$570K +4,081 New
WAAG
519
Wealth Alliance Advisory Group
Kansas
$534K +$140 +1 +0%
WJWM
520
Williams Jones Wealth Management
New York
$532K
DWM
521
Drive Wealth Management
Utah
$532K -$30.4K -218 -5%
SFA
522
Sequoia Financial Advisors
Ohio
$530K +$66.5K +476 +14%
AAS
523
Avantax Advisory Services
Texas
$528K +$10.2K +73 +2%
BFPW
524
BOK Financial Private Wealth
Colorado
$525K -$176K -1,259 -24%
CL
525
Choreo LLC
Illinois
$524K -$63.7K -456 -10%

HES Hedge Fund Activity: Q4 2024 in Review

870 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q4 2024, worth a combined $34.7B — down 0.78% from $35B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new HES positions and 60 closed out — a net gain of 67 holders — while 301 added to existing stakes and 298 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $239M. The largest seller was Millennium Management, cutting an estimated $230M.

  • 870 institutional investors held Hess (HES) as of Q4 2024, up from 813 in Q3 2024.
  • Funds reported $34.7B of Hess stock for Q4 2024, down 0.78% quarter-over-quarter.
  • 127 funds opened new Hess positions in Q4 2024 and 60 closed out, a net change of +67 holders.
  • The largest Hess buyer in Q4 2024 was Citadel Advisors, an estimated $239M added.
  • The largest Hess seller in Q4 2024 was Millennium Management, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2024.