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HES

Hess

Delisted

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

783 hedge funds and large institutions have $39.1B invested in Hess in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 269 increasing their positions, 285 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 54

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

14% more capital invested

Capital invested by funds: $34.2B → $39.1B (+$4.86B)

3% more funds holding

Funds holding: 757783 (+26)

1.05% more ownership

Funds ownership: 82.01%83.06% (+1.1%)

6% less repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 285

7% less call options, than puts

Call options by funds: $640M | Put options by funds: $686M

Holders
783
Holders Change
+26
Holders Change %
+3.43%
% of All Funds
12.43%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.3%
New
90
Increased
269
Reduced
285
Closed
54
Calls
$640M
Puts
$686M
Net Calls
-$45.3M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
NS
701
NBC Securities
Alabama
$26K +$26.2K +174 New
JWA
702
JFS Wealth Advisors
Pennsylvania
$25.4K
NFSG
703
Newbridge Financial Services Group
Florida
$25.1K
OC
704
Oakworth Capital
Alabama
$24.6K
SFG
705
Steward Financial Group
Texas
$23K
BAAM
706
Baker Avenue Asset Management
California
$22.5K -$609K -4,043 -96%
ZB
707
Zions Bancorporation
Utah
$21.6K
EWA
708
EverSource Wealth Advisors
Alabama
$21.3K -$30.3K -201 -59%
MCM
709
MV Capital Management
Maryland
$21.3K +$1.35K +9 +7%
Jones Financial Companies
710
Jones Financial Companies
Missouri
$21.1K +$9.94K +66 +92%
GRP
711
Global Retirement Partners
California
$20.7K +$1.51K +10 +7%
BWM
712
Baystate Wealth Management
Massachusetts
$20.5K
PP
713
PFS Partners
New Jersey
$19.5K
QL
714
Quarry LP
New York
$19.1K -$1.05K -7 -5%
BWL
715
Bogart Wealth LLC
Virginia
$18K
PB
716
Pinnacle Bancorp
Nebraska
$17.4K
SWA
717
SOA Wealth Advisors
New York
$16.8K
AAP
718
Arax Advisory Partners
Colorado
$16.4K
GWMIA
719
Global Wealth Management Investment Advisory
Florida
$15.3K
FMP
720
Financial Management Professionals
Texas
$13K
TSWM
721
Tyler-Stone Wealth Management
Ohio
$13K
CFD
722
Creative Financial Designs
Indiana
$11.3K
HIA
723
Harbor Investment Advisory
Maryland
$11K -$452 -3 -4%
IFAM
724
Institutional & Family Asset Management
Colorado
$11K
FMTCOCP
725
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K

HES Hedge Fund Activity: Q3 2023 in Review

783 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q3 2023, worth a combined $39.1B — up 14% from $34.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new HES positions and 54 closed out — a net gain of 36 holders — while 269 added to existing stakes and 285 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $301M. The largest seller was Fisher Asset Management, cutting an estimated $465M.

  • 783 institutional investors held Hess (HES) as of Q3 2023, up from 757 in Q2 2023.
  • Funds reported $39.1B of Hess stock for Q3 2023, up 14% quarter-over-quarter.
  • 90 funds opened new Hess positions in Q3 2023 and 54 closed out, a net change of +36 holders.
  • The largest Hess buyer in Q3 2023 was Victory Capital Management, an estimated $301M added.
  • The largest Hess seller in Q3 2023 was Fisher Asset Management, an estimated $465M sold.

Based on aggregated 13F filings for Q3 2023.