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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
SWM
751
Sanctuary Wealth Management
Idaho
$3.06K
PVH
752
Psagot Value Holdings
Israel
$3K
TSW
753
Thompson Siegel & Walmsley
Virginia
$3K
HCM
754
Hollencrest Capital Management
California
$2.6K
PMFA
755
Plante Moran Financial Advisors
Michigan
$2.59K
GI
756
Gradient Investments
Minnesota
$2.45K -$2.11K -14 -47%
EBA
757
Eagle Bay Advisors
New York
$2.45K
CBT
758
CoreFirst Bank & Trust
Kansas
$2.45K +$2.41K +16 New
DWA
759
Delos Wealth Advisors
Texas
$2.32K
JFA
760
JNBA Financial Advisors
Minnesota
$2.29K
MA
761
MCF Advisors
Kentucky
$2.14K
CA
762
Centerpoint Advisors
Massachusetts
$2K
AssetMark Inc
763
AssetMark Inc
California
$1.99K -$1.28M -8,528 -100%
AWM
764
Avior Wealth Management
Nebraska
$1.84K
TFM
765
TFC Financial Management
Massachusetts
$1.84K
RCM
766
Raleigh Capital Management
North Carolina
$1.83K +$1.81K +12 New
BCMLT
767
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.77K
TWC
768
TD Waterhouse Canada
Ontario, Canada
$1.49K -$24.1K -160 -94%
CTWM
769
Cherry Tree Wealth Management
Minnesota
$1.38K
GEA
770
Glen Eagle Advisors
New Jersey
$1.38K
GFPC
771
Global Financial Private Client
Florida
$1.34K
SSB
772
Sandy Spring Bank
Maryland
$1.07K +$1.05K +7 New
TFGT
773
TS Financial Group (TSFG)
Illinois
$1K
AW
774
Avion Wealth
Texas
$1K +$452 +3 +38%
CPG
775
Cornerstone Planning Group
New Jersey
$918 +$903 +6 New

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.