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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
HA
651
Herold Advisors
New York
$216K
SSG
652
Summit Securities Group
New York
$216K +$220K +1,500 New
IAS
653
Insigneo Advisory Services
Florida
$214K +$3.08K +21 +1%
TWC
654
TD Waterhouse Canada
Ontario, Canada
$211K +$210K +1,435 +14,350%
Los Angeles Capital Management
655
Los Angeles Capital Management
California
$207K
BCG
656
Breakwater Capital Group
New Jersey
$207K +$221K +1,505 New
SIM
657
Sentry Investment Management
Wisconsin
$207K -$22.6K -154 -10%
KFI
658
Key Financial Inc
Pennsylvania
$205K
EA
659
Emerald Advisers
Pennsylvania
$202K -$596K -4,069 -74%
KWA
660
Kingswood Wealth Advisors
California
$201K +$205K +1,397 New
AC
661
Avestar Capital
New York
$200K -$302K -2,057 -60%
SP
662
Successful Portfolios
Florida
$200K +$6.89K +47 +4%
BTI
663
Blue Trust Inc
Georgia
$195K +$29.8K +203 +19%
PCM
664
Penserra Capital Management
California
$184K -$39.4K -269 -17%
FCMT
665
Founders Capital Management (Texas)
Texas
$173K +$29.3K +200 +20%
KIG
666
Kessler Investment Group
Indiana
$171K +$174K +1,187 New
FHA
667
First Horizon Advisors
Tennessee
$160K -$3.23K -22 -2%
SS
668
Sunbelt Securities
Texas
$154K
AA
669
Ancora Advisors
Ohio
$150K -$57.8K -394 -27%
MHR
670
Matthew Hamilton Rosenberg
$146K +$4.4K +30 +3%
CCM
671
CAAS Capital Management
New York
$144K +$147K +1,000 New
CSWM
672
Cassady Schiller Wealth Management
Ohio
$138K
PWMG
673
Prestige Wealth Management Group
New Jersey
$134K
LC
674
Lindbrook Capital
California
$129K +$28.7K +196 +28%
QC
675
Quent Capital
New York
$126K +$15.4K +105 +14%

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.