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HES

Hess

Delisted

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

640 hedge funds and large institutions have $27.8B invested in Hess in 2022 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 220 increasing their positions, 200 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more funds holding in top 10

Funds holding in top 10: 516 (+11)

156% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 52

47% more capital invested

Capital invested by funds: $18.9B → $27.8B (+$8.84B)

13% more funds holding

Funds holding: 565640 (+75)

10% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 200

1.41% more ownership

Funds ownership: 82.53%83.94% (+1.4%)

2% less call options, than puts

Call options by funds: $246M | Put options by funds: $251M

Holders
640
Holders Change
+75
Holders Change %
+13.27%
% of All Funds
10.09%
Holding in Top 10
16
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+220%
% of All Funds
0.25%
New
133
Increased
220
Reduced
200
Closed
52
Calls
$246M
Puts
$251M
Net Calls
-$4.88M
Net Calls Change
+$72.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
526
Prestige Wealth Management Group
New Jersey
$100K -$203K -2,140 -70%
Simplex Trading
527
Simplex Trading
Illinois
$98K -$549K -5,787 -86%
JAM
528
JCIC Asset Management
Ontario, Canada
$95K
QCG
529
Quadrant Capital Group
Ohio
$93K +$3.13K +33 +4%
AF
530
Allworth Financial
California
$91K +$80K +843 +16,860%
CAM
531
Close Asset Management
United Kingdom
$89K
FF
532
FourThought Financial
Florida
$89K
DMBA
533
Deseret Mutual Benefit Administrators
Utah
$83K -$22.6K -238 -24%
LFA
534
Level Financial Advisors
New York
$82K +$190 +2 +0.3%
FMII
535
Farmers & Merchants Investments Inc
Nebraska
$79K +$474 +5 +0.7%
IA
536
IFP Advisors
Florida
$74K +$70.8K +747 +1,052%
EWA
537
EverSource Wealth Advisors
Alabama
$70K +$52.9K +558 +564%
FCMT
538
Founders Capital Management (Texas)
Texas
$67K
SC
539
SouthState Corp
Florida
$66K
CT
540
Caldwell Trust
Florida
$64.2K
ACM
541
Aquatic Capital Management
Illinois
$54K +$47.4K +500 New
HWMA
542
Heritage Wealth Management (Arizona)
Arizona
$54K +$47.5K +501 New
CNBTD
543
Citizens National Bank Trust Department
Mississippi
$52K
CH
544
Canton Hathaway
Rhode Island
$51K
Macquarie Group
545
Macquarie Group
Australia
$50.7K -$1.93M -20,384 -4%
APA
546
American Portfolios Advisors
New York
$48.5K
FDCDDQ
547
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.2K
PFPT
548
Pinnacle Financial Partners (Tennessee)
Tennessee
$48K +$18.5K +195 +78%
T
549
TCWP
Ohio
$42K +$37.6K +396 New
SWM
550
Spire Wealth Management
Virginia
$37K -$66.2K -698 -67%

HES Hedge Fund Activity: Q1 2022 in Review

640 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q1 2022, worth a combined $27.8B — up 47% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new HES positions and 52 closed out — a net gain of 81 holders — while 220 added to existing stakes and 200 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $490M. The largest seller was Dodge & Cox, cutting an estimated $906M.

  • 640 institutional investors held Hess (HES) as of Q1 2022, up from 565 in Q4 2021.
  • Funds reported $27.8B of Hess stock for Q1 2022, up 47% quarter-over-quarter.
  • 133 funds opened new Hess positions in Q1 2022 and 52 closed out, a net change of +81 holders.
  • The largest Hess buyer in Q1 2022 was Fidelity Investments, an estimated $490M added.
  • The largest Hess seller in Q1 2022 was Dodge & Cox, an estimated $906M sold.

Based on aggregated 13F filings for Q1 2022.