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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
Canada Pension Plan Investment Board
651
Canada Pension Plan Investment Board
Ontario, Canada
$95K
SC
652
SouthState Corp
Florida
$94.1K
VWM
653
Venturi Wealth Management
Texas
$93.3K +$16.1K +107 +21%
BC
654
Bartlett & Co
Ohio
$92K
BCWM
655
Bartlett & Co Wealth Management
Ohio
$91.8K
CT
656
Caldwell Trust
Florida
$91.8K
GFL
657
Granite FO LLC
New Hampshire
$91.8K
CA
658
Clearstead Advisors
Ohio
$88.7K +$47.6K +316 +120%
HGERS
659
Householder Group Estate & Retirement Specialist
Arizona
$87.2K +$85.7K +569 New
GTAM
660
Global Trust Asset Management
Florida
$86.3K
PFBT
661
Parkside Financial Bank & Trust
Missouri
$76.2K +$4.07K +27 +6%
ETC
662
Exchange Traded Concepts
Oklahoma
$73.7K +$31.6K +210 +77%
CH
663
Canton Hathaway
Rhode Island
$73K
VCM
664
Versant Capital Management
Arizona
$70.7K
MPWT
665
MassMutual Private Wealth & Trust
Connecticut
$66.9K +$6.47K +43 +11%
C
666
Covestor
United Kingdom
$65K -$2.71K -18 -4%
FFA
667
Farther Finance Advisors
California
$64.3K +$38.5K +256 +156%
PFPT
668
Pinnacle Financial Partners (Tennessee)
Tennessee
$63.2K -$4.82K -32 -7%
HI
669
Harbour Investments
Wisconsin
$63.2K +$1.05K +7 +2%
GWS
670
Glassman Wealth Services
Virginia
$61.4K +$151 +1 +0.3%
HDIM
671
Hanson & Doremus Investment Management
Vermont
$60K
Loomis, Sayles & Company
672
Loomis, Sayles & Company
Massachusetts
$59K +$14.6K +97 +34%
IA
673
IFP Advisors
Florida
$57.3K +$32.8K +218 +140%
TWP
674
TFO Wealth Partners
Ohio
$56K
CT
675
Cambridge Trust
Massachusetts
$53.5K

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.