HES

Hess
HES

Overview Fund Activity
Delisted

HES was delisted on the 17th of July, 2025.

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779 hedge funds and large institutions have $39B invested in Hess in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 266 increasing their positions, 285 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
+26
Holders Change %
+3.45%
% of All Funds
12.42%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.29%
New
90
Increased
266
Reduced
285
Closed
54
Calls
$640M
Puts
$686M
Net Calls
-$45.3M
Net Calls Change
+$115M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$358M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.59B
3
GQG Partners
GQG Partners
Florida
$178M
4
Invesco
Invesco
Georgia
$552M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$5.7B

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$10.6M
2
BlackRock
BlackRock
New York
$3.38B
3
WP
Woodline Partners
California
$3.46M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$125M
5
Wells Fargo
Wells Fargo
California
$79.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
651
Bartlett & Co
Ohio
$92K – – –
BCWM
652
Bartlett & Co Wealth Management
Ohio
$91.8K – – –
GFL
653
Granite FO LLC
New Hampshire
$91.8K – – –
CA
654
Clearstead Advisors
Ohio
$88.7K +$48.3K +316 +120%
HGERS
655
Householder Group Estate & Retirement Specialist
Arizona
$87.2K +$87.2K +569 New
GTAM
656
Global Trust Asset Management
Florida
$86.3K – – –
PFBT
657
Parkside Financial Bank & Trust
Missouri
$76.2K +$4.13K +27 +6%
ETC
658
Exchange Traded Concepts
Oklahoma
$73.7K +$32.1K +210 +77%
CH
659
Canton Hathaway
Rhode Island
$73K – – –
VCM
660
Versant Capital Management
Arizona
$70.7K – – –
MPWT
661
MassMutual Private Wealth & Trust
Connecticut
$66.9K +$6.58K +43 +11%
C
662
Covestor
United Kingdom
$65K -$2.76K -18 -4%
FFA
663
Farther Finance Advisors
California
$64.3K +$39.2K +256 +156%
PFP
664
Pinnacle Financial Partners
Tennessee
$63.2K -$4.9K -32 -7%
HI
665
Harbour Investments
Wisconsin
$63.2K +$1.07K +7 +2%
GWS
666
Glassman Wealth Services
Virginia
$61.4K +$153 +1 +0.3%
HDIM
667
Hanson & Doremus Investment Management
Vermont
$60K – – –
Loomis, Sayles & Company
668
Loomis, Sayles & Company
Massachusetts
$59K +$14.9K +97 +34%
IA
669
IFP Advisors
Florida
$57.3K +$33.4K +218 +140%
TWP
670
TFO Wealth Partners
Ohio
$56K – – –
CT
671
Cambridge Trust
Massachusetts
$53.6K – – –
SWM
672
Spire Wealth Management
Virginia
$48.9K +$11.5K +75 +31%
AA
673
AlphaCentric Advisors
Puerto Rico
$48.2K -$8.11K -53 -14%
SWA
674
Sutton Wealth Advisors
Florida
$48.2K – – –
CSC
675
Caldwell Sutter Capital
California
$47.4K – – –
25 26
27
28 29