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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
CFGS
576
Concourse Financial Group Securities
Alabama
$14K -$5.12K -54 -29%
BWM
577
Baystate Wealth Management
Massachusetts
$14K +$95 +1 +0.8%
LC
578
Lindbrook Capital
California
$14K +$7.4K +78 +150%
OCM
579
Orion Capital Management
California
$14K +$12.4K +131 New
PP
580
PFS Partners
New Jersey
$13.5K
Jones Financial Companies
581
Jones Financial Companies
Missouri
$13K -$9.39K -99 -45%
JWA
582
JFS Wealth Advisors
Pennsylvania
$13K +$7.59K +80 +216%
BWA
583
BDO Wealth Advisors
Florida
$13K +$11.9K +125 New
FBT
584
First Bank & Trust
South Dakota
$12K -$4.84K -51 -32%
SSG
585
Summit Securities Group
New York
$12K +$10.7K +113 New
GWMIA
586
Global Wealth Management Investment Advisory
Florida
$11K
JWM
587
Janiczek Wealth Management
Colorado
$11K
SWA
588
SOA Wealth Advisors
New York
$11K
CAC
589
Core Alternative Capital
Georgia
$10K +$8.73K +92 New
SWA
590
Sutton Wealth Advisors
Florida
$8.24K +$190 +2 +3%
FGAM
591
Financial Gravity Asset Management
Texas
$7.68K +$120K +1,260 +189%
MGIM
592
M&G Investment Management
United Kingdom
$7.1K +$835K +8,801 +15%
ETC
593
Exchange Traded Concepts
Oklahoma
$7K +$6.26K +66 New
FHA
594
First Horizon Advisors
Tennessee
$6K -$187K -1,972 -97%
BFC
595
Bedel Financial Consulting
Indiana
$6K -$3.6K -38 -41%
AIP
596
Ahrens Investment Partners
Louisiana
$6K
COCM
597
Charter Oak Capital Management
New Hampshire
$6K
WWM
598
Wolff Wiese Magana
California
$6K
CI
599
Cordant Inc
Oregon
$6K +$5.6K +59 New
TSW
600
Thompson Siegel & Walmsley
Virginia
$5K

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.