HES

Hess
HES

Overview Fund Activity
Delisted

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

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753 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, 248 increasing their positions, 274 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+38
Holders Change %
+5.31%
% of All Funds
11.88%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
99
Increased
248
Reduced
274
Closed
56
Calls
$411M
Puts
$571M
Net Calls
-$160M
Net Calls Change
-$87.5M

Top Buyers

1
DZ Bank
DZ Bank
Germany
$438M
2
WP
Woodline Partners
California
$114M
3
Jennison Associates
Jennison Associates
New York
$189M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.23B
5
Bank of New York Mellon
Bank of New York Mellon
New York
$833M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$4.94B
2
Fisher Asset Management
Fisher Asset Management
Washington
$429M
3
Citigroup
Citigroup
New York
$22.2M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.02B
5
BlackRock
BlackRock
New York
$3.22B
Name Holding Trade Value Shares
Change 		Shares
Change %
TWD
701
True Wealth Design
Ohio
$7.75K – – –
HWA
702
HHM Wealth Advisors
Tennessee
$7.61K – – –
CFGS
703
Concourse Financial Group Securities
Alabama
$7.48K +$2.58K +19 +53%
GIA
704
GHP Investment Advisors
Colorado
$7.25K – – –
BIA
705
Bell Investment Advisors
California
$6.93K -$136 -1 -2%
TIM
706
Thompson Investment Management
Wisconsin
$6.8K – – –
RG
707
Retirement Group
California
$5.85K – – –
AWM
708
Abound Wealth Management
Tennessee
$5.71K +$952 +7 +20%
SIC
709
SJS Investment Consulting
Ohio
$5.44K +$2.18K +16 +67%
DI
710
Disciplined Investments
Oklahoma
$5.44K – – –
WWP
711
WR Wealth Planners
Missouri
$5.17K – – –
WTG
712
West Tower Group
Virginia
$5.03K +$5.03K +37 New
WP
713
WealthPLAN Partners
Nebraska
$4.76K -$2.04K -15 -30%
GI
714
Gradient Investments
Minnesota
$4.08K +$3.81K +28 +1,400%
ACA
715
Atlas Capital Advisors
Wyoming
$4.08K – – –
CAL
716
Capital Advisors Ltd
Ohio
$4K – – –
TWM
717
Tradition Wealth Management
Minnesota
$4K +$4K +33 New
IBOK
718
Independence Bank of Kentucky
Kentucky
$3.94K +$3.94K +29 New
RI
719
Ridgewood Investments
New Jersey
$3.64K – – –
PVH
720
Psagot Value Holdings
Israel
$3K -$742K -4,700 -100%
BAM
721
Byrne Asset Management
New Jersey
$3K – – –
TSW
722
Thompson Siegel & Walmsley
Virginia
$3K – – –
BWM
723
BerganKDV Wealth Management
Minnesota
$2.72K -$8.02K -59 -75%
SWM
724
Sanctuary Wealth Management
Idaho
$2.72K +$2.72K +20 New
MTIC
725
Missouri Trust & Investment Company
Missouri
$2.72K +$2.72K +20 New
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