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HES

Hess

Delisted

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

813 hedge funds and large institutions have $35B invested in Hess in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 295 increasing their positions, 298 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 76

0% more funds holding

Funds holding: 812813 (+1)

0.34% less ownership

Funds ownership: 84.07%83.73% (-0.34%)

1% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 298

8% less capital invested

Capital invested by funds: $38.2B → $35B (-$3.2B)

16% less funds holding in top 10

Funds holding in top 10: 6454 (-10)

52% less call options, than puts

Call options by funds: $289M | Put options by funds: $607M

Holders
813
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
11.67%
Holding in Top 10
54
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-15.63%
% of All Funds
0.78%
New
83
Increased
295
Reduced
298
Closed
76
Calls
$289M
Puts
$607M
Net Calls
-$318M
Net Calls Change
+$630M
Name Holding Trade Value Shares
Change
Change in
Stake
MHR
651
Matthew Hamilton Rosenberg
$138K
CSWM
652
Cassady Schiller Wealth Management
Ohio
$130K
QC
653
Quent Capital
New York
$124K -$22.4K -161 -15%
TFIPS
654
Towarzystwo Funduszy Inwestycyjnych PZU SA
$123K +$27.8K +200 +28%
SAM
655
Smartleaf Asset Management
Massachusetts
$122K +$87.6K +630 +220%
AF
656
Allworth Financial
California
$119K +$1.11K +8 +0.9%
PWMG
657
Prestige Wealth Management Group
New Jersey
$118K
NRG
658
Nemes Rush Group
Michigan
$117K
FMII
659
Farmers & Merchants Investments Inc
Nebraska
$116K
BIG
660
Brooklyn Investment Group
New York
$114K +$117K +839 New
GBT
661
Grove Bank & Trust
Florida
$112K +$556 +4 +0.5%
AA
662
Alta Advisers
United Kingdom
$109K
CH
663
Cromwell Holdings
Wyoming
$97.1K -$7.79K -56 -7%
VWM
664
Venturi Wealth Management
Texas
$95.1K +$74.4K +535 +324%
GRP
665
Global Retirement Partners
California
$94.4K -$2.5K -18 -3%
ETC
666
Exchange Traded Concepts
Oklahoma
$91.5K +$93.8K +674 New
EWA
667
EverSource Wealth Advisors
Alabama
$90.4K -$696 -5 -0.7%
BBHC
668
Brown Brothers Harriman & Co
New York
$90.2K
SC
669
SouthState Corp
Florida
$88.5K
AGWCA
670
Annis Gardner Whiting Capital Advisors
Florida
$85.4K -$974 -7 -1%
LC
671
Lindbrook Capital
California
$85.3K -$3.76K -27 -4%
BCWM
672
Bartlett & Co Wealth Management
Ohio
$81.5K
CT
673
Caldwell Trust
Florida
$81.5K
CFM
674
Catalyst Funds Management
Australia
$81.5K +$83.5K +600 New
MPWT
675
MassMutual Private Wealth & Trust
Connecticut
$80.7K -$7.37K -53 -8%

HES Hedge Fund Activity: Q3 2024 in Review

813 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q3 2024, worth a combined $35B — down 8.4% from $38.2B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new HES positions and 76 closed out — a net gain of 7 holders — while 295 added to existing stakes and 298 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $292M. The largest seller was Fidelity Investments, cutting an estimated $306M.

  • 813 institutional investors held Hess (HES) as of Q3 2024, up from 812 in Q2 2024.
  • Funds reported $35B of Hess stock for Q3 2024, down 8.4% quarter-over-quarter.
  • 83 funds opened new Hess positions in Q3 2024 and 76 closed out, a net change of +7 holders.
  • The largest Hess buyer in Q3 2024 was Adage Capital Partners, an estimated $292M added.
  • The largest Hess seller in Q3 2024 was Fidelity Investments, an estimated $306M sold.

Based on aggregated 13F filings for Q3 2024.