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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
ETC
651
Exchange Traded Concepts
Oklahoma
$37K -$195K -1,427 -84%
CA
652
Clearstead Advisors
Ohio
$35.9K +$27.4K +200 +313%
LS
653
Livforsakringsbolaget Skandia
Sweden
$34.8K
SWM
654
Spire Wealth Management
Virginia
$33.2K +$684 +5 +2%
BTI
655
Blue Trust Inc
Georgia
$33K -$301K -2,198 -90%
RTC
656
Riverview Trust Company
Washington
$31.7K
TWC
657
TD Waterhouse Canada
Ontario, Canada
$30.5K
IAS
658
IMA Advisory Services
Colorado
$30.5K +$30.7K +224 New
PTC
659
Private Trust Company
Ohio
$30.2K -$274 -2 -0.9%
FRA
660
Front Row Advisors
California
$30K -$958 -7 -3%
BSB
661
Bangor Savings Bank
Maine
$29.6K
CSB
662
City State Bank
Iowa
$29K
JAM
663
JCIC Asset Management
Ontario, Canada
$27.9K -$1.37K -10 -5%
DMBA
664
Deseret Mutual Benefit Administrators
Utah
$27.9K
CNBTD
665
Citizens National Bank Trust Department
Mississippi
$27.2K
FMB
666
Field & Main Bank
Kentucky
$27.2K
CAL
667
Capital Analysts LLC
Pennsylvania
$27K
KFP
668
KB Financial Partners
New Jersey
$27K
DAM
669
Delta Asset Management
Tennessee
$25K
IAIM
670
Industrial Alliance Investment Management
Quebec, Canada
$25K -$326K -2,379 -93%
BAM
671
Bosun Asset Management
Illinois
$23.8K +$24K +175 New
FWM
672
Focused Wealth Management
New York
$23.1K
JWA
673
JFS Wealth Advisors
Pennsylvania
$22.6K
NFSG
674
Newbridge Financial Services Group
Florida
$22.3K
FFA
675
Farther Finance Advisors
California
$22.3K +$1.37K +10 +6%

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.