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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
CA
676
CoreCap Advisors
Michigan
$79.4K -$27.7K -199 -25%
CAM
677
Close Asset Management
United Kingdom
$78K
HGERS
678
Householder Group Estate & Retirement Specialist
Arizona
$78K +$139 +1 +0.2%
GM
679
GeoWealth Management
Illinois
$77.3K +$79.2K +569 New
GTAM
680
Global Trust Asset Management
Florida
$76.6K -$6.96K -50 -8%
PFBT
681
Parkside Financial Bank & Trust
Missouri
$72.4K -$9.04K -65 -11%
IA
682
IFP Advisors
Florida
$66.4K -$14.5K -104 -18%
GKIM
683
GW&K Investment Management
Massachusetts
$66K -$556 -4 -0.8%
CH
684
Canton Hathaway
Rhode Island
$65K
VCM
685
Versant Capital Management
Arizona
$64.1K -$9.46K -68 -13%
NB
686
NBT Bank
New York
$61.7K +$63.2K +454 New
CFO
687
CVA Family Office
Colorado
$61.2K +$14.9K +107 +31%
PFPT
688
Pinnacle Financial Partners (Tennessee)
Tennessee
$56.1K
CT
689
Coastline Trust
Rhode Island
$55.1K +$56.5K +406 New
GJWM
690
Gilliland Jeter Wealth Management
Arkansas
$54.3K
HDIM
691
Hanson & Doremus Investment Management
Vermont
$53K
LI
692
LRI Investments
Florida
$51.5K +$30.2K +217 +157%
MG
693
Mather Group
Illinois
$50.1K -$53.8K -387 -51%
EB
694
Eastern Bank
Massachusetts
$47.5K +$48.7K +350 New
BGAI
695
Bruce G. Allen Investments
Colorado
$45.1K +$2.64K +19 +6%
HI
696
Harbour Investments
Wisconsin
$45K -$556 -4 -1%
CSC
697
Caldwell Sutter Capital
California
$42.1K
CPA
698
Clear Point Advisors
New York
$41.1K +$139 +1 +0.3%
Loomis, Sayles & Company
699
Loomis, Sayles & Company
Massachusetts
$41K +$556 +4 +1%
HWM
700
Hemington Wealth Management
Virginia
$41K +$42.4K +305 New

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.