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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
AAS
626
Avantax Advisory Services
Texas
$262K -$2.49K -17 -0.9%
TNA
627
True North Advisors
Texas
$257K -$22.3K -152 -8%
DGAM
628
Desjardins Global Asset Management
Quebec, Canada
$256K -$71.7K -489 -22%
AF
629
Allworth Financial
California
$256K -$102K -699 -28%
BIA
630
Biondo Investment Advisors
Pennsylvania
$255K -$211K -1,439 -45%
VSQM
631
V-Square Quantitative Management
Illinois
$253K +$2.2K +15 +0.9%
CP
632
Covenant Partners
Tennessee
$242K -$37.7K -257 -13%
SG Americas Securities
633
SG Americas Securities
New York
$242K -$1.62M -11,053 -87%
UB
634
UMB Bank
Missouri
$242K -$6.6K -45 -3%
CSPIA
635
Cary Street Partners Investment Advisory
Virginia
$241K -$5.28K -36 -2%
FMLI
636
Fukoku Mutual Life Insurance
Japan
$240K -$121K -826 -33%
AT
637
Arden Trust
Delaware
$240K -$45.9K -313 -16%
GSCM
638
Greenfield Seitz Capital Management
Texas
$239K +$243K +1,659 New
MCM
639
MAI Capital Management
Ohio
$239K -$8.79K -60 -3%
PWPS
640
Pinnacle Wealth Planning Services
Ohio
$237K -$733 -5 -0.3%
GSC
641
Ground Swell Capital
South Carolina
$236K +$240K +1,636 New
SCM
642
Shelton Capital Management
Colorado
$236K -$15.8K -108 -6%
WB
643
WesBanco Bank
West Virginia
$233K -$3.96K -27 -2%
CWM
644
Congress Wealth Management
Massachusetts
$233K +$14.5K +99 +7%
STA
645
Summit Trail Advisors
New York
$228K +$232K +1,584 New
QPWM
646
Quadrant Private Wealth Management
Pennsylvania
$228K +$147 +1 +0.1%
GIA
647
Gladstone Institutional Advisory
Florida
$225K -$6.6K -45 -3%
JCM
648
Jag Capital Management
Missouri
$222K +$733 +5 +0.3%
PP
649
PFS Partners
New Jersey
$220K +$205K +1,400 +1,094%
HAG
650
HighPoint Advisor Group
Illinois
$220K +$213K +1,453 New

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.