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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
OC
676
Oakworth Capital
Alabama
$21.9K
IA
677
IFP Advisors
Florida
$21.2K -$25K -183 -54%
SFG
678
Steward Financial Group
Texas
$20K -$411 -3 -2%
ZB
679
Zions Bancorporation
Utah
$19.2K -$1.78K -13 -8%
GRP
680
Global Retirement Partners
California
$18.2K +$547 +4 +3%
BWM
681
Baystate Wealth Management
Massachusetts
$18.1K
QL
682
Quarry LP
New York
$17.9K -$5.47K -40 -23%
MCM
683
MV Capital Management
Maryland
$17.7K -$7.39K -54 -29%
PP
684
PFS Partners
New Jersey
$17.4K
BWL
685
Bogart Wealth LLC
Virginia
$16K
PB
686
Pinnacle Bancorp
Nebraska
$15.5K
SWA
687
SOA Wealth Advisors
New York
$15K
AAP
688
Arax Advisory Partners
Colorado
$14.6K +$1.64K +12 +13%
BWA
689
BDO Wealth Advisors
Florida
$13.9K +$10.5K +77 +308%
GWMIA
690
Global Wealth Management Investment Advisory
Florida
$13.6K +$13.7K +100 New
AI
691
AXS Investments
New York
$13.1K -$6.71K -49 -34%
AF
692
Advisornet Financial
Minnesota
$12.8K -$3.69K -27 -22%
FMP
693
Financial Management Professionals
Texas
$12K +$3.15K +23 +35%
FCAG
694
First Capital Advisors Group
New Jersey
$11.3K +$11.4K +83 New
TSWM
695
Tyler-Stone Wealth Management
Ohio
$11K +$11.2K +82 New
M
696
MOTCO
Texas
$10.7K +$547 +4 +5%
HIA
697
Harbor Investment Advisory
Maryland
$10.2K +$411 +3 +4%
CFD
698
Creative Financial Designs
Indiana
$10.1K +$10.1K +74 New
Jones Financial Companies
699
Jones Financial Companies
Missouri
$9.79K -$5.75K -42 -37%
IFAM
700
Institutional & Family Asset Management
Colorado
$9.79K -$547 -4 -5%

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.