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HES

Hess

Delisted

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

813 hedge funds and large institutions have $35B invested in Hess in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 295 increasing their positions, 298 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 76

0% more funds holding

Funds holding: 812813 (+1)

0.34% less ownership

Funds ownership: 84.07%83.73% (-0.34%)

1% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 298

8% less capital invested

Capital invested by funds: $38.2B → $35B (-$3.2B)

16% less funds holding in top 10

Funds holding in top 10: 6454 (-10)

52% less call options, than puts

Call options by funds: $289M | Put options by funds: $607M

Holders
813
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
11.67%
Holding in Top 10
54
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-15.63%
% of All Funds
0.78%
New
83
Increased
295
Reduced
298
Closed
76
Calls
$289M
Puts
$607M
Net Calls
-$318M
Net Calls Change
+$630M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
726
Bogart Wealth LLC
Virginia
$16K
CTA
727
Colonial Trust Advisors
South Carolina
$15.9K
CIA
728
Cape Investment Advisory
Georgia
$15.1K
ITIM
729
Indiana Trust & Investment Management
Indiana
$15.1K
AAP
730
Arax Advisory Partners
Colorado
$15K -$139 -1 -0.9%
SWA
731
SOA Wealth Advisors
New York
$14.9K
ATS
732
Ashton Thomas Securities
New York
$14.8K +$15.2K +109 New
BAM
733
Byrne Asset Management
New Jersey
$14.3K +$11.1K +80 +320%
JAM
734
JCIC Asset Management
Ontario, Canada
$13.6K
CFGS
735
Concourse Financial Group Securities
Alabama
$13.4K -$4.87K -35 -26%
SWM
736
Spire Wealth Management
Virginia
$13.3K -$4.59K -33 -25%
PB
737
Pinnacle Bancorp
Nebraska
$13.3K
RCM
738
Raleigh Capital Management
North Carolina
$13.2K +$1.81K +13 +15%
TIM
739
Tortoise Investment Management
New York
$13K
CA
740
Continuum Advisory
Idaho
$12.9K +$2.09K +15 +20%
PCMC
741
Planning Capital Management Corporation
Pennsylvania
$12.5K +$12.8K +92 New
ZB
742
Zions Bancorporation
Utah
$12.2K -$6.26K -45 -33%
FMP
743
Financial Management Professionals
Texas
$12K -$556 -4 -4%
CT
744
Colonial Trust
South Carolina
$11.6K +$7.51K +54 +164%
IBOK
745
Independence Bank of Kentucky
Kentucky
$10.7K
CFD
746
Creative Financial Designs
Indiana
$10K
HIA
747
Harbor Investment Advisory
Maryland
$9.78K -$278 -2 -3%
PWMG
748
Private Wealth Management Group
New Jersey
$9.64K -$3.2K -23 -24%
GXJ
749
Global X Japan
Japan
$9.64K +$9.88K +71 New
WWP
750
WR Wealth Planners
Missouri
$9.37K +$556 +4 +6%

HES Hedge Fund Activity: Q3 2024 in Review

813 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q3 2024, worth a combined $35B — down 8.4% from $38.2B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new HES positions and 76 closed out — a net gain of 7 holders — while 295 added to existing stakes and 298 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $292M. The largest seller was Fidelity Investments, cutting an estimated $306M.

  • 813 institutional investors held Hess (HES) as of Q3 2024, up from 812 in Q2 2024.
  • Funds reported $35B of Hess stock for Q3 2024, down 8.4% quarter-over-quarter.
  • 83 funds opened new Hess positions in Q3 2024 and 76 closed out, a net change of +7 holders.
  • The largest Hess buyer in Q3 2024 was Adage Capital Partners, an estimated $292M added.
  • The largest Hess seller in Q3 2024 was Fidelity Investments, an estimated $306M sold.

Based on aggregated 13F filings for Q3 2024.