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HES

Hess

Delisted

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

757 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, 251 increasing their positions, 274 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 57

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

5% more funds holding

Funds holding: 720757 (+37)

1% more capital invested

Capital invested by funds: $33.9B → $34.2B (+$277M)

8% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 274

1.64% less ownership

Funds ownership: 83.65%82.01% (-1.6%)

28% less call options, than puts

Call options by funds: $411M | Put options by funds: $571M

Holders
757
Holders Change
+37
Holders Change %
+5.14%
% of All Funds
11.89%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.2%
New
99
Increased
251
Reduced
274
Closed
57
Calls
$411M
Puts
$571M
Net Calls
-$160M
Net Calls Change
-$87.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
726
Thompson Siegel & Walmsley
Virginia
$3K
BWM
727
BerganKDV Wealth Management
Minnesota
$2.72K -$8.07K -59 -75%
MTIC
728
Missouri Trust & Investment Company
Missouri
$2.72K +$2.74K +20 New
SWM
729
Sanctuary Wealth Management
Idaho
$2.72K +$2.74K +20 New
FGAM
730
Financial Gravity Asset Management
Texas
$2.57K +$547 +4 +3%
HCM
731
Hollencrest Capital Management
California
$2.31K
PMFA
732
Plante Moran Financial Advisors
Michigan
$2.3K +$2.33K +17 New
EBA
733
Eagle Bay Advisors
New York
$2.17K
DWA
734
Delos Wealth Advisors
Texas
$2.04K
JFA
735
JNBA Financial Advisors
Minnesota
$2.04K
CA
736
Centerpoint Advisors
Massachusetts
$2K
MA
737
MCF Advisors
Kentucky
$1.9K
IPW
738
Impact Partnership Wealth
Georgia
$1.9K +$1.92K +14 New
BCMLT
739
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.77K
TFM
740
TFC Financial Management
Massachusetts
$1.63K -$35.2K -257 -96%
AWM
741
Avior Wealth Management
Nebraska
$1.63K
GFPC
742
Global Financial Private Client
Florida
$1.24K
GEA
743
Glen Eagle Advisors
New Jersey
$1.22K
CTWM
744
Cherry Tree Wealth Management
Minnesota
$1.22K +$1.23K +9 New
AW
745
Avion Wealth
Texas
$1K -$547 -4 -33%
ADL
746
Asset Dedication LLC
California
$1K
SF
747
Safeguard Financial
Wisconsin
$1K +$958 +7 New
MSE
748
MUFG Securities EMEA
United Kingdom
$952 +$958 +7 New
CWC
749
Carolinas Wealth Consulting
North Carolina
$816 -$5.61K -41 -87%
IGWM
750
ICA Group Wealth Management
Colorado
$816 +$821 +6 New

HES Hedge Fund Activity: Q2 2023 in Review

757 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q2 2023, worth a combined $34.2B — up 0.82% from $33.9B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new HES positions and 57 closed out — a net gain of 42 holders — while 251 added to existing stakes and 274 trimmed.

The largest buyer was DZ Bank, adding an estimated $219M. The largest seller was Fidelity Investments, cutting an estimated $532M.

  • 757 institutional investors held Hess (HES) as of Q2 2023, up from 720 in Q1 2023.
  • Funds reported $34.2B of Hess stock for Q2 2023, up 0.82% quarter-over-quarter.
  • 99 funds opened new Hess positions in Q2 2023 and 57 closed out, a net change of +42 holders.
  • The largest Hess buyer in Q2 2023 was DZ Bank, an estimated $219M added.
  • The largest Hess seller in Q2 2023 was Fidelity Investments, an estimated $532M sold.

Based on aggregated 13F filings for Q2 2023.