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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
GBT
676
Grove Bank & Trust
Florida
$118K
AA
677
Alta Advisers
United Kingdom
$115K
CAM
678
Close Asset Management
United Kingdom
$115K
FFA
679
Farther Finance Advisors
California
$113K +$53.2K +363 +86%
FMII
680
Farmers & Merchants Investments Inc
Nebraska
$112K
LFA
681
Level Financial Advisors
New York
$112K +$293 +2 +0.3%
NRG
682
Nemes Rush Group
Michigan
$111K
WIA
683
Wetzel Investment Advisors
Indiana
$105K +$107K +729 New
TFIPS
684
Towarzystwo Funduszy Inwestycyjnych PZU SA
$102K +$103K +706 New
RIM
685
Rakuten Investment Management
Japan
$98.9K +$100K +683 New
CA
686
Clearstead Advisors
Ohio
$96.6K +$13.2K +90 +16%
BBHC
687
Brown Brothers Harriman & Co
New York
$94.3K -$19.1K -130 -17%
AGWCA
688
Annis Gardner Whiting Capital Advisors
Florida
$89.7K
HFM
689
Harvest Fund Management
China
$89K -$174K -1,186 -66%
SC
690
SouthState Corp
Florida
$88.7K
BCWM
691
Bartlett & Co Wealth Management
Ohio
$87.1K
BC
692
Bartlett & Co
Ohio
$87K
CT
693
Caldwell Trust
Florida
$86.5K
GFL
694
Granite FO LLC
New Hampshire
$86.5K
FGA
695
Fortis Group Advisors
New Jersey
$86.5K +$44K +300 +100%
HGERS
696
Householder Group Estate & Retirement Specialist
Arizona
$82K +$293 +2 +0.4%
PFBT
697
Parkside Financial Bank & Trust
Missouri
$81.5K +$9.82K +67 +13%
GTAM
698
Global Trust Asset Management
Florida
$81.3K
LS
699
Livforsakringsbolaget Skandia
Sweden
$77.7K +$41.5K +283 +111%
TPCW
700
TD Private Client Wealth
New York
$76.7K -$22.1K -151 -22%

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.