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HES

Hess

Delisted

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

757 hedge funds and large institutions have $34.2B invested in Hess in 2023 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 251 increasing their positions, 274 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 57

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

5% more funds holding

Funds holding: 720757 (+37)

1% more capital invested

Capital invested by funds: $33.9B → $34.2B (+$277M)

8% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 274

1.64% less ownership

Funds ownership: 83.65%82.01% (-1.6%)

28% less call options, than puts

Call options by funds: $411M | Put options by funds: $571M

Holders
757
Holders Change
+37
Holders Change %
+5.14%
% of All Funds
11.89%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.2%
New
99
Increased
251
Reduced
274
Closed
57
Calls
$411M
Puts
$571M
Net Calls
-$160M
Net Calls Change
-$87.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
576
Sentry Investment Management
Wisconsin
$247K
PCM
577
Penserra Capital Management
California
$243K +$243K +1,777 +11,106%
GL
578
Graypoint LLC
New York
$240K +$242K +1,765 New
BC
579
Brookfield Corp
Ontario, Canada
$238K +$240K +1,753 New
SCM
580
Shelton Capital Management
Colorado
$237K
FP
581
Foundry Partners
Minnesota
$236K
UB
582
UMB Bank
Missouri
$234K
FDCDDQ
583
Federation des caisses Desjardins du Quebec
Quebec, Canada
$232K
WB
584
WesBanco Bank
West Virginia
$231K -$10.1K -74 -4%
ATC
585
Argent Trust Co
Tennessee
$230K
IAA
586
Independent Advisor Alliance
North Carolina
$229K -$14.2K -104 -6%
CP
587
Covenant Partners
Tennessee
$228K -$411 -3 -0.2%
CSPIA
588
Cary Street Partners Investment Advisory
Virginia
$228K
BRWA
589
B. Riley Wealth Advisors
Florida
$223K -$3.69K -27 -2%
PWPS
590
Pinnacle Wealth Planning Services
Ohio
$223K -$5.47K -40 -2%
GCMG
591
Gyroscope Capital Management Group
Florida
$218K +$219K +1,600 New
QPWM
592
Quadrant Private Wealth Management
Pennsylvania
$215K -$27.4K -200 -11%
LFA
593
LGT Financial Advisors
Texas
$214K -$9.72K -71 -4%
JCM
594
Jag Capital Management
Missouri
$208K +$684 +5 +0.3%
CAI
595
Capital Advisors Inc
Oklahoma
$204K +$206K +1,503 New
HA
596
Herold Advisors
New York
$204K +$205K +1,500 New
CWM
597
Congress Wealth Management
Massachusetts
$203K +$204K +1,493 New
CWM
598
Chesapeake Wealth Management
Virginia
$201K -$48.5K -354 -19%
SPP
599
Single Point Partners
Massachusetts
$200K +$201K +1,472 New
AF
600
Allworth Financial
California
$195K +$1.64K +12 +0.8%

HES Hedge Fund Activity: Q2 2023 in Review

757 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q2 2023, worth a combined $34.2B — up 0.82% from $33.9B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new HES positions and 57 closed out — a net gain of 42 holders — while 251 added to existing stakes and 274 trimmed.

The largest buyer was DZ Bank, adding an estimated $219M. The largest seller was Fidelity Investments, cutting an estimated $532M.

  • 757 institutional investors held Hess (HES) as of Q2 2023, up from 720 in Q1 2023.
  • Funds reported $34.2B of Hess stock for Q2 2023, up 0.82% quarter-over-quarter.
  • 99 funds opened new Hess positions in Q2 2023 and 57 closed out, a net change of +42 holders.
  • The largest Hess buyer in Q2 2023 was DZ Bank, an estimated $219M added.
  • The largest Hess seller in Q2 2023 was Fidelity Investments, an estimated $532M sold.

Based on aggregated 13F filings for Q2 2023.