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HES

Hess

Delisted

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

839 hedge funds and large institutions have $37.9B invested in Hess in 2023 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 263 increasing their positions, 266 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more funds holding in top 10

Funds holding in top 10: 1936 (+17)

55% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 117

7% more funds holding

Funds holding: 783839 (+56)

2.63% more ownership

Funds ownership: 83.06%85.69% (+2.6%)

1% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 266

3% less capital invested

Capital invested by funds: $39.1B → $37.9B (-$1.14B)

61% less call options, than puts

Call options by funds: $610M | Put options by funds: $1.58B

Holders
839
Holders Change
+56
Holders Change %
+7.15%
% of All Funds
12.23%
Holding in Top 10
36
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+89.47%
% of All Funds
0.52%
New
181
Increased
263
Reduced
266
Closed
117
Calls
$610M
Puts
$1.58B
Net Calls
-$974M
Net Calls Change
-$929M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
526
Cetera Investment Advisers
Illinois
$535K -$314K -2,145 -37%
SWM
527
SeaCrest Wealth Management
New York
$528K +$43.7K +298 +9%
WorldQuant Millennium Advisors
528
WorldQuant Millennium Advisors
New York
$527K -$7.69M -52,436 -93%
OAM
529
Oppenheimer Asset Management
New York
$525K -$205K -1,398 -28%
CG
530
Caprock Group
Idaho
$523K -$75.3K -514 -12%
VEA
531
Virtus ETF Advisers
New York
$522K -$239K -1,631 -31%
CF
532
Cantor Fitzgerald
New York
$516K
CA
533
Cetera Advisors
Colorado
$515K +$38.6K +263 +8%
YIH
534
Y-Intercept (HK)
Hong Kong
$512K +$521K +3,554 New
CIM
535
Confluence Investment Management
Missouri
$505K +$42.2K +288 +9%
SPIA
536
Steward Partners Investment Advisory
New York
$499K +$440 +3 +0.1%
AAM
537
Advisors Asset Management
Colorado
$476K -$584K -3,984 -55%
SDH
538
Sloy Dahl & Holst
Washington
$476K
Janney Montgomery Scott
539
Janney Montgomery Scott
Pennsylvania
$467K -$3.08M -20,994 -87%
CCWM
540
Cassaday & Co Wealth Management
Virginia
$465K +$473K +3,227 New
S
541
SignatureFD
Georgia
$461K +$59.1K +403 +14%
FLPIM
542
F.L. Putnam Investment Management
Massachusetts
$459K -$8.94K -61 -2%
RFA
543
Resurgent Financial Advisors
Georgia
$457K +$22.7K +155 +5%
SP
544
Symmetry Partners
Connecticut
$457K -$261K -1,778 -36%
SIA
545
Schechter Investment Advisors
Michigan
$456K +$3.96K +27 +0.9%
AI
546
Atom Investors
Texas
$453K +$461K +3,144 New
GT
547
Greenleaf Trust
Michigan
$447K +$1.17K +8 +0.3%
PGFC
548
Peapack-Gladstone Financial Corp
New Jersey
$446K +$147 +1 +0%
NSAM
549
North Star Asset Management
Wisconsin
$444K
AIP
550
Ameritas Investment Partners
Nebraska
$443K -$17.2K -117 -4%

HES Hedge Fund Activity: Q4 2023 in Review

839 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q4 2023, worth a combined $37.9B — down 2.9% from $39.1B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new HES positions and 117 closed out — a net gain of 64 holders — while 263 added to existing stakes and 266 trimmed.

The largest buyer was HBK Investments, opening a new position worth an estimated $1.23B. The largest seller was Fidelity Investments, cutting an estimated $1.71B.

  • 839 institutional investors held Hess (HES) as of Q4 2023, up from 783 in Q3 2023.
  • Funds reported $37.9B of Hess stock for Q4 2023, down 2.9% quarter-over-quarter.
  • 181 funds opened new Hess positions in Q4 2023 and 117 closed out, a net change of +64 holders.
  • The largest Hess buyer in Q4 2023 was HBK Investments, an estimated $1.23B added.
  • The largest Hess seller in Q4 2023 was Fidelity Investments, an estimated $1.71B sold.

Based on aggregated 13F filings for Q4 2023.