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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
TIA
626
Trust Investment Advisors
Indiana
$207K +$204K +1,355 New
VC
627
Veracity Capital
Georgia
$207K +$204K +1,353 New
WS
628
Wedbush Securities
California
$206K +$202K +1,344 New
SP
629
Successful Portfolios
Florida
$205K +$202K +1,341 New
AM
630
AGF Management
Ontario, Canada
$203K +$200K +1,327 New
FHA
631
First Horizon Advisors
Tennessee
$173K -$2.56K -17 -1%
SS
632
Sunbelt Securities
Texas
$164K
FCMT
633
Founders Capital Management (Texas)
Texas
$153K
MHR
634
Matthew Hamilton Rosenberg
$151K
CSWM
635
Cassady Schiller Wealth Management
Ohio
$146K
BTI
636
Blue Trust Inc
Georgia
$145K +$123K +818 +330%
PWMG
637
Prestige Wealth Management Group
New Jersey
$142K
QPBE
638
Quintet Private Bank (Europe)
Luxembourg
$132K -$151K -1,006 -54%
CMF
639
Counterpoint Mutual Funds
California
$130K +$128K +847 New
GBT
640
Grove Bank & Trust
Florida
$125K -$30.1K -200 -20%
AA
641
Alta Advisers
United Kingdom
$122K
CAM
642
Close Asset Management
United Kingdom
$122K
BBHC
643
Brown Brothers Harriman & Co
New York
$120K +$16.9K +112 +17%
FMII
644
Farmers & Merchants Investments Inc
Nebraska
$119K
LFA
645
Level Financial Advisors
New York
$118K +$301 +2 +0.3%
QC
646
Quent Capital
New York
$117K +$36.6K +243 +46%
NRG
647
Nemes Rush Group
Michigan
$117K -$42.6K -283 -27%
LC
648
Lindbrook Capital
California
$107K +$40.2K +267 +62%
TPCW
649
TD Private Client Wealth
New York
$104K -$542K -3,600 -84%
AGWCA
650
Annis Gardner Whiting Capital Advisors
Florida
$95.2K +$93.7K +622 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.