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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
CFGS
726
Concourse Financial Group Securities
Alabama
$9.03K +$602 +4 +7%
SL
727
Salomon & Ludwin
Virginia
$9.03K +$8.88K +59 New
OP
728
ORG Partners
Indiana
$8.88K -$1.35K -9 -13%
TWD
729
True Wealth Design
Ohio
$8.72K
AF
730
Advisornet Financial
Minnesota
$8.57K -$5.72K -38 -40%
HWA
731
HHM Wealth Advisors
Tennessee
$8.57K
HT
732
Headlands Technologies
Illinois
$7.65K -$287K -1,909 -97%
TIM
733
Thompson Investment Management
Wisconsin
$7.65K
SIC
734
SJS Investment Consulting
Ohio
$7.65K +$1.51K +10 +25%
GIA
735
GHP Investment Advisors
Colorado
$7.41K
ADL
736
Asset Dedication LLC
California
$7K +$6.02K +40 +500%
CT
737
Colonial Trust
South Carolina
$6.49K -$4.22K -28 -41%
AWM
738
Abound Wealth Management
Tennessee
$6.43K
SC
739
Steph & Co
Wisconsin
$6.27K +$6.17K +41 New
BIA
740
Bell Investment Advisors
California
$6.12K -$1.66K -11 -22%
JPWM
741
Jamison Private Wealth Management
Georgia
$5.95K +$5.87K +39 New
WWP
742
WR Wealth Planners
Missouri
$5.81K
RL
743
Rogco LP
Oklahoma
$5.36K +$5.27K +35 New
TWM
744
Tradition Wealth Management
Minnesota
$5K -$151 -1 -3%
CAL
745
Capital Advisors Ltd
Ohio
$5K
ACA
746
Atlas Capital Advisors
Wyoming
$4.59K
IBOK
747
Independence Bank of Kentucky
Kentucky
$4.44K
BAM
748
Byrne Asset Management
New Jersey
$4K
VNA
749
Valley National Advisers
Pennsylvania
$4K +$3.76K +25 New
MTIC
750
Missouri Trust & Investment Company
Missouri
$3.06K

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.