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HES

Hess

Delisted

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

870 hedge funds and large institutions have $34.7B invested in Hess in 2024 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 301 increasing their positions, 298 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 60

13% more funds holding in top 10

Funds holding in top 10: 5461 (+7)

7% more funds holding

Funds holding: 813870 (+57)

1.03% more ownership

Funds ownership: 83.73%84.75% (+1%)

1% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 298

1% less capital invested

Capital invested by funds: $35B → $34.7B (-$273M)

35% less call options, than puts

Call options by funds: $403M | Put options by funds: $622M

Holders
870
Holders Change
+57
Holders Change %
+7.01%
% of All Funds
11.46%
Holding in Top 10
61
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.96%
% of All Funds
0.8%
New
127
Increased
301
Reduced
298
Closed
60
Calls
$403M
Puts
$622M
Net Calls
-$219M
Net Calls Change
+$98.9M
Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
751
Deseret Mutual Benefit Administrators
Utah
$28.5K
SO
752
Sierra Ocean
California
$27K +$28.3K +203 New
SIS
753
Sound Income Strategies
Florida
$27K
DAM
754
Delta Asset Management
Tennessee
$26.7K
CNBTD
755
Citizens National Bank Trust Department
Mississippi
$26.6K
JSAM
756
J. Safra Asset Management
New York
$24.7K +$26.4K +189 New
RA
757
Rise Advisors
New York
$24.3K +$559 +4 +2%
JWA
758
JFS Wealth Advisors
Pennsylvania
$23.7K -$698 -5 -3%
OC
759
Oakworth Capital
Alabama
$22.7K
CT
760
Colonial Trust
South Carolina
$21K +$9.91K +71 +82%
WT
761
Washington Trust
Rhode Island
$20K
FDW
762
Fourth Dimension Wealth
Ohio
$20K +$20.9K +150 New
BSB
763
Bangor Savings Bank
Maine
$19.6K
AAP
764
Arax Advisory Partners
Colorado
$19.4K +$4.89K +35 +32%
CIA
765
Cape Investment Advisory
Georgia
$19.1K +$4.61K +33 +30%
Lazard Asset Management
766
Lazard Asset Management
New York
$19K
MCM
767
MV Capital Management
Maryland
$18.2K -$559 -4 -3%
JAM
768
JCIC Asset Management
Ontario, Canada
$18K +$4.89K +35 +35%
RCA
769
Runnymede Capital Advisors
Ohio
$17.8K +$18.7K +134 New
FMB
770
Field & Main Bank
Kentucky
$16.6K
BWL
771
Bogart Wealth LLC
Virginia
$15.7K
CTA
772
Colonial Trust Advisors
South Carolina
$15.6K
RCM
773
Raleigh Capital Management
North Carolina
$15.2K +$2.37K +17 +18%
SWA
774
SOA Wealth Advisors
New York
$14.6K
SWM
775
Spire Wealth Management
Virginia
$14.6K +$1.68K +12 +12%

HES Hedge Fund Activity: Q4 2024 in Review

870 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q4 2024, worth a combined $34.7B — down 0.78% from $35B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new HES positions and 60 closed out — a net gain of 67 holders — while 301 added to existing stakes and 298 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $239M. The largest seller was Millennium Management, cutting an estimated $230M.

  • 870 institutional investors held Hess (HES) as of Q4 2024, up from 813 in Q3 2024.
  • Funds reported $34.7B of Hess stock for Q4 2024, down 0.78% quarter-over-quarter.
  • 127 funds opened new Hess positions in Q4 2024 and 60 closed out, a net change of +67 holders.
  • The largest Hess buyer in Q4 2024 was Citadel Advisors, an estimated $239M added.
  • The largest Hess seller in Q4 2024 was Millennium Management, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2024.