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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
KFI
601
Key Financial Inc
Pennsylvania
$193K
RFA
602
Resurgent Financial Advisors
Georgia
$175K +$177K +1,290 New
KTC
603
Kistler-Tiffany Companies
Pennsylvania
$158K +$159K +1,163 New
FHA
604
First Horizon Advisors
Tennessee
$156K +$1.64K +12 +1%
SS
605
Sunbelt Securities
Texas
$145K
HFM
606
Harvest Fund Management
China
$143K -$217K -1,589 -60%
NRG
607
Nemes Rush Group
Michigan
$143K +$144K +1,050 New
GBT
608
Grove Bank & Trust
Florida
$139K -$4.93K -36 -3%
FCMT
609
Founders Capital Management (Texas)
Texas
$136K
MHR
610
Matthew Hamilton Rosenberg
$134K +$137 +1 +0.1%
CSWM
611
Cassady Schiller Wealth Management
Ohio
$130K
PWMG
612
Prestige Wealth Management Group
New Jersey
$126K
CAM
613
Close Asset Management
United Kingdom
$109K
AA
614
Alta Advisers
United Kingdom
$109K
FMII
615
Farmers & Merchants Investments Inc
Nebraska
$105K
LFA
616
Level Financial Advisors
New York
$105K
O
617
Ossiam
France
$100K -$1.01M -7,356 -91%
BBHC
618
Brown Brothers Harriman & Co
New York
$91.4K -$29.2K -213 -24%
Canada Pension Plan Investment Board
619
Canada Pension Plan Investment Board
Ontario, Canada
$84.4K +$83.6K +611 +6,110%
SC
620
SouthState Corp
Florida
$83.6K
BC
621
Bartlett & Co
Ohio
$82K +$82.1K +600 New
GFL
622
Granite FO LLC
New Hampshire
$81.6K -$27.4K -200 -25%
CT
623
Caldwell Trust
Florida
$81.6K
BCWM
624
Bartlett & Co Wealth Management
Ohio
$81.6K +$82.1K +600 New
GTAM
625
Global Trust Asset Management
Florida
$76.7K

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.