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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
WF
576
Welch & Forbes
Massachusetts
$382K
MIAS
577
Mason Investment Advisory Services
Virginia
$375K
MFIM
578
Mesirow Financial Investment Management
Illinois
$372K +$378K +2,580 New
Renaissance Technologies
579
Renaissance Technologies
New York
$369K +$376K +2,563 New
CAI
580
Capital Advisors Inc
Oklahoma
$366K +$140K +956 +60%
KCM
581
Kanawha Capital Management
Virginia
$362K
PPWP
582
Premier Path Wealth Partners
New Jersey
$361K +$367K +2,501 New
MMA
583
Miracle Mile Advisors
California
$360K -$2.79K -19 -0.8%
DA
584
DCM Advisors
New York
$360K +$366K +2,500 New
UM
585
UniSuper Management
Australia
$360K +$72.4K +494 +25%
OFG
586
Oxford Financial Group
Indiana
$358K
PA
587
Parallel Advisors
California
$355K -$4.98K -34 -1%
BCM
588
Becker Capital Management
Oregon
$353K -$1.61K -11 -0.4%
PCIA
589
Prime Capital Investment Advisors
Kansas
$350K +$356K +2,431 New
NP
590
NorthRock Partners
Minnesota
$349K +$355K +2,421 New
IWA
591
Icon Wealth Advisors
Texas
$347K +$353K +2,407 New
IGAM
592
iA Global Asset Management
Quebec, Canada
$346K +$30.6K +209 +10%
CWA
593
Clarus Wealth Advisors
Arizona
$344K +$368K +2,508 New
GI
594
GLOBALT Investments
Georgia
$341K +$346K +2,363 New
Envestnet Portfolio Solutions
595
Envestnet Portfolio Solutions
Illinois
$340K -$61.6K -420 -15%
AC
596
AIFG Consultants
New York
$334K -$3.08K -21 -0.9%
CGL
597
Clarius Group LLC
Washington
$334K -$39.6K -270 -10%
ECG
598
Edge Capital Group
Georgia
$326K
CTC
599
Central Trust Company
Missouri
$324K -$5.86K -40 -2%
HPC
600
HM Payson & Co
Maine
$324K

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.