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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
CH
701
Canton Hathaway
Rhode Island
$69K
VCM
702
Versant Capital Management
Arizona
$66.6K
CFO
703
CVA Family Office
Colorado
$65K +$66.1K +451 New
AWM
704
Avondale Wealth Management
Texas
$64.9K +$22K +150 +50%
PS
705
Principal Securities
Iowa
$64.6K +$65.7K +448 New
MPWT
706
MassMutual Private Wealth & Trust
Connecticut
$62K -$1.03K -7 -2%
HIA
707
Harbor Investment Advisory
Maryland
$60.8K +$51.3K +350 +486%
HI
708
Harbour Investments
Wisconsin
$59.5K
PFPT
709
Pinnacle Financial Partners (Tennessee)
Tennessee
$59.5K
GWS
710
Glassman Wealth Services
Virginia
$57.7K -$147 -1 -0.2%
IA
711
IFP Advisors
Florida
$56.8K +$2.93K +20 +5%
HDIM
712
Hanson & Doremus Investment Management
Vermont
$56K
C
713
Covestor
United Kingdom
$55K -$6.74K -46 -11%
CT
714
Cambridge Trust
Massachusetts
$50.5K
RIL
715
Rothschild Investment LLC
Illinois
$49K +$49.8K +340 New
CSC
716
Caldwell Sutter Capital
California
$44.7K
BGAI
717
Bruce G. Allen Investments
Colorado
$44.5K +$45.3K +309 New
CPA
718
Clear Point Advisors
New York
$43K +$43.8K +299 New
Loomis, Sayles & Company
719
Loomis, Sayles & Company
Massachusetts
$41K -$14.4K -98 -25%
GAMC
720
Garner Asset Management Corp
Texas
$38.3K +$38.8K +265 New
DCM
721
Davis Capital Management
Florida
$34.2K +$34.7K +237 New
TIM
722
Tortoise Investment Management
New York
$32.4K
CIA
723
Cape Investment Advisory
Georgia
$32.4K +$33K +225 New
SWM
724
Spire Wealth Management
Virginia
$31.1K -$13.6K -93 -29%
OCM
725
Orion Capital Management
California
$30.9K

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.