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HES

Hess

Delisted

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

565 hedge funds and large institutions have $18.9B invested in Hess in 2021 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 177 increasing their positions, 199 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 42

11% more funds holding

Funds holding: 508565 (+57)

1.09% less ownership

Funds ownership: 83.62%82.53% (-1.1%)

6% less capital invested

Capital invested by funds: $20.2B → $18.9B (-$1.28B)

11% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 199

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

32% less call options, than puts

Call options by funds: $167M | Put options by funds: $244M

Holders
565
Holders Change
+57
Holders Change %
+11.22%
% of All Funds
8.69%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
109
Increased
177
Reduced
199
Closed
42
Calls
$167M
Puts
$244M
Net Calls
-$77.4M
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
526
Plante Moran Financial Advisors
Michigan
$4K +$4.87K +60 New
PCG
527
Private Capital Group
Connecticut
$3K
TFO
528
Tarbox Family Office
California
$3K
TSW
529
Thompson Siegel & Walmsley
Virginia
$3K
JWA
530
JFS Wealth Advisors
Pennsylvania
$3K +$3K +37 New
MSFP
531
Mark Sheptoff Financial Planning
Connecticut
$3K +$3.08K +38 New
TSWM
532
Tyler-Stone Wealth Management
Ohio
$3K +$3.16K +39 New
POIA
533
Pin Oak Investment Advisors
Texas
$3K +$3.24K +40 New
BHWM
534
Beaird Harris Wealth Management
Texas
$3K +$3.65K +45 New
ACA
535
Atlas Capital Advisors
Wyoming
$2.22K
NFG
536
Next Financial Group
Texas
$2K -$7.62K -94 -80%
EW
537
Evoke Wealth
California
$2K
HPC
538
HM Payson & Co
Maine
$2K
CCA
539
Column Capital Advisors
Indiana
$2K +$1.78K +22 New
CA
540
Cornerstone Advisory
Maryland
$2K +$2.03K +25 New
SC
541
Schubert & Co
Texas
$2K +$2.11K +26 New
SC
542
Sierra Capital
Florida
$2K +$2.51K +31 New
CWM
543
Curi Wealth Management
North Carolina
$2K +$2.76K +34 New
KFS
544
Kelly Financial Services
Massachusetts
$1.78K +$1.95K +24 New
ED
545
Exane Derivatives
France
$1.33K
CWC
546
Carolinas Wealth Consulting
North Carolina
$1K -$568 -7 -29%
BWM
547
BerganKDV Wealth Management
Minnesota
$1K
CCM
548
Covington Capital Management
California
$1K
FMP
549
Financial Management Professionals
Texas
$1K
GRP
550
Global Retirement Partners
California
$1K +$162 +2 +33%

HES Hedge Fund Activity: Q4 2021 in Review

565 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q4 2021, worth a combined $18.9B — down 6.3% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new HES positions and 42 closed out — a net gain of 67 holders — while 177 added to existing stakes and 199 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $224M. The largest seller was UBS AM, cutting an estimated $317M.

  • 565 institutional investors held Hess (HES) as of Q4 2021, up from 508 in Q3 2021.
  • Funds reported $18.9B of Hess stock for Q4 2021, down 6.3% quarter-over-quarter.
  • 109 funds opened new Hess positions in Q4 2021 and 42 closed out, a net change of +67 holders.
  • The largest Hess buyer in Q4 2021 was Fidelity Investments, an estimated $224M added.
  • The largest Hess seller in Q4 2021 was UBS AM, an estimated $317M sold.

Based on aggregated 13F filings for Q4 2021.