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
WG
576
Winton Group
United Kingdom
$306K -$272K -1,804 -47%
TIA
577
Traphagen Investment Advisors
New Jersey
$306K +$452 +3 +0.2%
AT
578
Arden Trust
Delaware
$302K -$19.1K -127 -6%
CC
579
Courier Capital
New York
$300K -$12.5K -83 -4%
TNA
580
True North Advisors
Texas
$297K +$1.96K +13 +0.7%
CP
581
Covenant Partners
Tennessee
$296K +$38.7K +257 +15%
MLM
582
Mount Lucas Management
Pennsylvania
$284K -$35.4K -235 -11%
IAA
583
Independent Advisor Alliance
North Carolina
$281K +$22.3K +148 +9%
AAS
584
Avantax Advisory Services
Texas
$281K -$9.49K -63 -3%
Point72 Asset Management
585
Point72 Asset Management
Connecticut
$277K -$9.02M -59,871 -97%
HFM
586
Harvest Fund Management
China
$276K +$113K +753 +72%
TCOO
587
Trust Company of Oklahoma
Oklahoma
$275K +$271K +1,800 New
DAS
588
Dynamic Advisor Solutions
Arizona
$275K +$270K +1,795 New
BRWA
589
B. Riley Wealth Advisors
Florida
$275K +$23.3K +155 +9%
SCM
590
Shelton Capital Management
Colorado
$267K
VSQM
591
V-Square Quantitative Management
Illinois
$267K +$180K +1,196 +219%
UB
592
UMB Bank
Missouri
$264K
CFG
593
Citizens Financial Group
Rhode Island
$264K +$259K +1,723 New
MCM
594
MAI Capital Management
Ohio
$263K -$47.1K -313 -15%
CSPIA
595
Cary Street Partners Investment Advisory
Virginia
$261K +$4.67K +31 +2%
SEC
596
Seven Eight Capital
New York
$258K -$3.25M -21,551 -93%
PWPS
597
Pinnacle Wealth Planning Services
Ohio
$253K +$1.96K +13 +0.8%
WB
598
WesBanco Bank
West Virginia
$252K -$7.38K -49 -3%
KI
599
Kapitalo Investimentos
Brazil
$249K -$267K -1,774 -52%
GIA
600
Gladstone Institutional Advisory
Florida
$245K -$160K -1,065 -40%

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.