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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
PTC
726
Private Trust Company
Ohio
$30.7K -$1.32K -9 -4%
CSB
727
City State Bank
Iowa
$30K
CAL
728
Capital Analysts LLC
Pennsylvania
$30K +$440 +3 +1%
CAS
729
Coppell Advisory Solutions
Texas
$29.4K +$29.2K +199 +3,980%
DAM
730
Delta Asset Management
Tennessee
$29K +$2.49K +17 +9%
SIS
731
Sound Income Strategies
Florida
$28.9K +$29.5K +201 New
CNBTD
732
Citizens National Bank Trust Department
Mississippi
$28.8K
FMB
733
Field & Main Bank
Kentucky
$28.8K
LFG
734
Larson Financial Group
Missouri
$28.8K +$733 +5 +3%
PCWA
735
Pacific Capital Wealth Advisors
California
$27.2K +$27.7K +189 New
EWA
736
EverSource Wealth Advisors
Alabama
$26.7K +$6.74K +46 +33%
JWA
737
JFS Wealth Advisors
Pennsylvania
$26.1K +$2.2K +15 +9%
BSB
738
Bangor Savings Bank
Maine
$24.8K
FWM
739
Focused Wealth Management
New York
$24.5K
OC
740
Oakworth Capital
Alabama
$23.2K
DMBA
741
Deseret Mutual Benefit Administrators
Utah
$22.5K -$6.01K -41 -21%
BF
742
BOK Financial
Oklahoma
$22.2K -$4.1M -27,963 -99%
LSA
743
Leonteq Securities AG
Switzerland
$22.1K +$22.4K +153 New
WT
744
Washington Trust
Rhode Island
$21.6K +$22K +150 New
BWM
745
Baystate Wealth Management
Massachusetts
$21.6K +$2.35K +16 +12%
GRP
746
Global Retirement Partners
California
$21.6K +$1.76K +12 +8%
BWM
747
BKM Wealth Management
Wisconsin
$20.8K +$21.1K +144 New
ZB
748
Zions Bancorporation
Utah
$20.3K
MCM
749
MV Capital Management
Maryland
$20.3K +$293 +2 +1%
AF
750
Advisornet Financial
Minnesota
$17K +$9.09K +62 +111%

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.