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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
MCM
601
MV Capital Management
Maryland
$5K +$285 +3 +6%
AAP
602
Arax Advisory Partners
Colorado
$5K +$2.56K +27 +159%
ACK
603
Andrew C. Karlinski
$5K +$4.46K +47 New
MSFP
604
Mark Sheptoff Financial Planning
Connecticut
$4K
PCG
605
Private Capital Group
Connecticut
$4K
TFO
606
Tarbox Family Office
California
$4K
TSWM
607
Tyler-Stone Wealth Management
Ohio
$4K
SC
608
Schubert & Co
Texas
$4K +$948 +10 +38%
EW
609
Evoke Wealth
California
$4K +$1.52K +16 +64%
DI
610
Disciplined Investments
Oklahoma
$4K +$3.13K +33 New
SIC
611
SJS Investment Consulting
Ohio
$4K +$3.6K +38 New
Loomis, Sayles & Company
612
Loomis, Sayles & Company
Massachusetts
$4K +$3.7K +39 New
ACA
613
Atlas Capital Advisors
Wyoming
$3.21K
CWM
614
Curi Wealth Management
North Carolina
$3K
SC
615
Sierra Capital
Florida
$3K
FMP
616
Financial Management Professionals
Texas
$3K +$474 +5 +26%
KFS
617
Kelly Financial Services
Massachusetts
$2.57K
AF
618
Advisornet Financial
Minnesota
$2K
BWM
619
BerganKDV Wealth Management
Minnesota
$2K
CWC
620
Carolinas Wealth Consulting
North Carolina
$2K
GRP
621
Global Retirement Partners
California
$2K +$948 +10 +125%
JFA
622
JNBA Financial Advisors
Minnesota
$2K +$1.42K +15 New
LWA
623
Lenox Wealth Advisors
New York
$2K +$1.42K +15 New
ED
624
Exane Derivatives
France
$1.93K
AWM
625
Avior Wealth Management
Nebraska
$1K

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.