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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
SC
551
Savant Capital
Illinois
$443K +$116K +791 +35%
MYAM
552
Meiji Yasuda Asset Management
Japan
$440K
IC
553
Inscription Capital
Texas
$438K +$1.32K +9 +0.3%
SFI
554
Siemens Fonds Invest
Germany
$437K +$104K +712 +31%
APM
555
Advanced Portfolio Management
New York
$437K +$444K +3,028 New
MAS
556
Meeder Advisory Services
Ohio
$436K +$28.3K +193 +7%
BSW
557
Buckingham Strategic Wealth
Missouri
$435K +$10.8K +74 +3%
OC
558
Oppenheimer & Co
New York
$434K -$683K -4,658 -61%
DWM
559
Dakota Wealth Management
Florida
$430K -$147K -1,005 -25%
RFA
560
ROI Financial Advisors
Oregon
$428K +$435K +2,968 New
FFM
561
Forum Financial Management
Illinois
$428K +$20.1K +137 +5%
CI
562
Cigna Investments
Connecticut
$427K
CFP
563
Catalyst Financial Partners
Massachusetts
$420K +$1.76K +12 +0.4%
CP
564
Coho Partners
Pennsylvania
$408K -$44K -300 -10%
TCM
565
Teza Capital Management
Illinois
$405K -$2.58M -17,567 -86%
PWM
566
Perigon Wealth Management
California
$402K +$409K +2,791 New
SI
567
SCP Investment
California
$398K +$205K +1,400 +100%
HNB
568
Huntington National Bank
Ohio
$397K +$22.7K +155 +6%
JFG
569
Jefferies Financial Group
New York
$396K -$12.5M -85,011 -97%
IWC
570
Integrated Wealth Concepts
Massachusetts
$393K -$45.3K -309 -10%
AAA
571
Adams Asset Advisors
Texas
$386K
FIM
572
Freedom Investment Management
Connecticut
$385K -$28.3K -193 -7%
EVM
573
Evelyn V. Moreno
$384K
TWP
574
Tyche Wealth Partners
Texas
$384K +$390K +2,663 New
VWM
575
Vivid Wealth Management
Iowa
$384K +$390K +2,662 New

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.