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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
SIM
601
Sentry Investment Management
Wisconsin
$243K -$34.3K -228 -13%
CAI
602
Capital Advisors Inc
Oklahoma
$242K +$12.2K +81 +5%
ASN
603
Advisory Services Network
Georgia
$242K +$238K +1,582 New
QPWM
604
Quadrant Private Wealth Management
Pennsylvania
$242K
AWS
605
Atria Wealth Solutions
New York
$239K -$56.3K -374 -19%
ESCM
606
Echo Street Capital Management
New York
$238K -$206K -1,371 -47%
WA
607
Wealth Alliance
New York
$237K -$101K -670 -30%
PCM
608
Penserra Capital Management
California
$236K -$36.6K -243 -14%
JCM
609
Jag Capital Management
Missouri
$235K +$602 +4 +0.3%
BFM
610
Boothbay Fund Management
New York
$233K -$879K -5,836 -79%
CWM
611
Congress Wealth Management
Massachusetts
$232K +$3.61K +24 +2%
SWP
612
Stratos Wealth Partners
Ohio
$231K +$227K +1,509 New
HA
613
Herold Advisors
New York
$230K
LFA
614
LGT Financial Advisors
Texas
$228K -$12.5K -83 -5%
IAS
615
Insigneo Advisory Services
Florida
$224K +$220K +1,464 New
AC
616
Allstate Corporation
Illinois
$223K +$219K +1,456 New
BAM
617
Belpointe Asset Management
Nevada
$222K +$218K +1,448 New
Los Angeles Capital Management
618
Los Angeles Capital Management
California
$220K +$217K +1,439 New
AA
619
Ancora Advisors
Ohio
$220K -$158K -1,050 -42%
KFI
620
Key Financial Inc
Pennsylvania
$217K
SI
621
SCP Investment
California
$214K -$102K -680 -33%
CWM
622
Chesapeake Wealth Management
Virginia
$212K -$14.2K -94 -6%
MMPW
623
Mitchell McLeod Pugh & Williams
Alabama
$210K +$207K +1,372 New
FDCDDQ
624
Federation des caisses Desjardins du Quebec
Quebec, Canada
$209K -$51.3K -341 -20%
FCP
625
Fidelis Capital Partners
Florida
$209K +$206K +1,366 New

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.