We are live on ! Find out more
HES

Hess

Delisted

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

783 hedge funds and large institutions have $39.1B invested in Hess in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 269 increasing their positions, 285 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 54

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

14% more capital invested

Capital invested by funds: $34.2B → $39.1B (+$4.86B)

3% more funds holding

Funds holding: 757783 (+26)

1.05% more ownership

Funds ownership: 82.01%83.06% (+1.1%)

6% less repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 285

7% less call options, than puts

Call options by funds: $640M | Put options by funds: $686M

Holders
783
Holders Change
+26
Holders Change %
+3.43%
% of All Funds
12.43%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.3%
New
90
Increased
269
Reduced
285
Closed
54
Calls
$640M
Puts
$686M
Net Calls
-$45.3M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
551
Savant Capital
Illinois
$349K +$1.35K +9 +0.4%
NIM
552
NEOS Investment Management
Connecticut
$348K +$342K +2,273 New
DGAM
553
Desjardins Global Asset Management
Quebec, Canada
$347K -$40.8K -271 -11%
ECG
554
Edge Capital Group
Georgia
$346K -$16.1K -107 -5%
ACG
555
Aventail Capital Group
New York
$346K -$505K -3,355 -60%
HPC
556
HM Payson & Co
Maine
$343K -$2.56K -17 -0.8%
GL
557
Graypoint LLC
New York
$343K +$71.7K +476 +27%
LA
558
Legacy Advisors
Pennsylvania
$342K +$337K +2,235 New
CI
559
CX Institutional
Indiana
$340K -$7.53K -50 -2%
PSC
560
Portman Square Capital
United Kingdom
$338K -$523K -3,470 -61%
IGAM
561
iA Global Asset Management
Quebec, Canada
$335K -$309K -2,055 -48%
LAM
562
L2 Asset Management
Massachusetts
$335K -$315K -2,092 -89%
PAS
563
Park Avenue Securities
New York
$332K +$327K +2,171 New
MC
564
Machina Capital
France
$327K -$66.3K -440 -17%
AA
565
ALPS Advisors
Colorado
$326K -$47.6K -316 -13%
PCM
566
Penn Capital Management
Pennsylvania
$325K -$6.02K -40 -2%
BC
567
Bridgefront Capital
Texas
$324K -$891K -5,915 -74%
ATC
568
Argent Trust Co
Tennessee
$323K +$63.2K +420 +25%
CCA
569
Checchi Capital Advisers
California
$323K -$25.7K -171 -8%
MHC
570
Meyer Handelman Company
New York
$321K
IWM
571
Iams Wealth Management
Nebraska
$321K +$316K +2,099 New
CIM
572
Contravisory Investment Management
Massachusetts
$316K +$452 +3 +0.1%
AWM
573
Apollon Wealth Management
South Carolina
$307K +$302K +2,006 New
CI
574
Conning Inc
Connecticut
$307K
UM
575
UniSuper Management
Australia
$306K

HES Hedge Fund Activity: Q3 2023 in Review

783 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q3 2023, worth a combined $39.1B — up 14% from $34.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new HES positions and 54 closed out — a net gain of 36 holders — while 269 added to existing stakes and 285 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $301M. The largest seller was Fisher Asset Management, cutting an estimated $465M.

  • 783 institutional investors held Hess (HES) as of Q3 2023, up from 757 in Q2 2023.
  • Funds reported $39.1B of Hess stock for Q3 2023, up 14% quarter-over-quarter.
  • 90 funds opened new Hess positions in Q3 2023 and 54 closed out, a net change of +36 holders.
  • The largest Hess buyer in Q3 2023 was Victory Capital Management, an estimated $301M added.
  • The largest Hess seller in Q3 2023 was Fisher Asset Management, an estimated $465M sold.

Based on aggregated 13F filings for Q3 2023.