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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
BWL
751
Bogart Wealth LLC
Virginia
$17K
CTA
752
Colonial Trust Advisors
South Carolina
$16.7K +$17K +116 New
PB
753
Pinnacle Bancorp
Nebraska
$16.4K
SWA
754
SOA Wealth Advisors
New York
$15.9K
AAP
755
Arax Advisory Partners
Colorado
$15.5K
JAM
756
JCIC Asset Management
Ontario, Canada
$14.4K -$10.3K -70 -41%
GWMIA
757
Global Wealth Management Investment Advisory
Florida
$14.4K
PWMG
758
Private Wealth Management Group
New Jersey
$13.6K +$13.8K +94 New
Jones Financial Companies
759
Jones Financial Companies
Missouri
$13.1K -$6.89K -47 -34%
FMP
760
Financial Management Professionals
Texas
$13K
TSWM
761
Tyler-Stone Wealth Management
Ohio
$11.8K
IFAM
762
Institutional & Family Asset Management
Colorado
$10.8K +$440 +3 +4%
CFD
763
Creative Financial Designs
Indiana
$10.7K
OPTFSNA
764
Old Point Trust & Financial Services N A
Virginia
$10.1K +$10.3K +70 New
FMTCOCP
765
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K
FRA
766
Frank Rimerman Advisors
California
$9.52K +$9.68K +66 New
RS
767
Rakuten Securities
Japan
$9.08K +$9.23K +63 New
SL
768
Salomon & Ludwin
Virginia
$9.03K
NS
769
NBC Securities
Alabama
$9K -$15.4K -105 -60%
CFGS
770
Concourse Financial Group Securities
Alabama
$8.65K +$147 +1 +2%
VWM
771
Venturi Wealth Management
Texas
$8.36K -$80.9K -552 -90%
TWD
772
True Wealth Design
Ohio
$8.22K
HWA
773
HHM Wealth Advisors
Tennessee
$8.07K
FFO
774
Fortitude Family Office
Arizona
$7.64K +$7.77K +53 New
TIM
775
Thompson Investment Management
Wisconsin
$7.21K

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.