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HES

Hess

Delisted

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

757 hedge funds and large institutions have $34.2B invested in Hess in 2023 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 251 increasing their positions, 274 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 57

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

5% more funds holding

Funds holding: 720757 (+37)

1% more capital invested

Capital invested by funds: $33.9B → $34.2B (+$277M)

8% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 274

1.64% less ownership

Funds ownership: 83.65%82.01% (-1.6%)

28% less call options, than puts

Call options by funds: $411M | Put options by funds: $571M

Holders
757
Holders Change
+37
Holders Change %
+5.14%
% of All Funds
11.89%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.2%
New
99
Increased
251
Reduced
274
Closed
57
Calls
$411M
Puts
$571M
Net Calls
-$160M
Net Calls Change
-$87.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
776
Avidian Wealth Enterprises
Texas
-$386K -2,913 Closed
PWMAG
777
Pinnacle Wealth Management Advisory Group
New Jersey
-$338K -2,552 Closed
WorldQuant Millennium Advisors
778
WorldQuant Millennium Advisors
New York
-$313K -2,366 Closed
IWM
779
Iams Wealth Management
Nebraska
-$287K -2,099 Closed
OTL
780
Oak Thistle LLC
New York
-$263K -1,987 Closed
I
781
InceptionR
California
-$261K -1,972 Closed
SPA
782
Sherbrooke Park Advisers
New York
-$251K -1,900 Closed
BHCM
783
Boulder Hill Capital Management
New York
-$238K -1,800 Closed
MA
784
Mutual Advisors
Nebraska
-$235K -1,775 Closed
CT
785
Coastline Trust
Rhode Island
-$222K -1,679 Closed
Group One Trading
786
Group One Trading
Illinois
-$170K -1,245 Closed
MAM
787
Meeder Asset Management
Ohio
-$157K -1,185 Closed
GCP
788
Garda Capital Partners
Minnesota
-$139K -1,016 Closed
BAM
789
Belpointe Asset Management
Nevada
-$133K -1,004 Closed
ETH
790
Exos TFP Holdings
New York
-$116K -876 Closed
ASN
791
Advisory Services Network
Georgia
-$105K -792 Closed
CMF
792
Counterpoint Mutual Funds
California
-$105K -791 Closed
Capstone Investment Advisors
793
Capstone Investment Advisors
New York
-$108K -788 Closed
TIM
794
Tortoise Investment Management
New York
-$53.6K -405 Closed
HMS
795
Hanseatic Management Services
New Mexico
-$36K -269 Closed
TCWA
796
Ten Capital Wealth Advisors
Washington
-$33.1K -250 Closed
NHT
797
New Hampshire Trust
New Hampshire
-$32.4K -245 Closed
OCM
798
Orion Capital Management
California
-$28.3K -214 Closed
LFG
799
Larson Financial Group
Missouri
-$17.2K -130 Closed
WTA
800
Washington Trust Advisors
Massachusetts
-$15.2K -115 Closed

HES Hedge Fund Activity: Q2 2023 in Review

757 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q2 2023, worth a combined $34.2B — up 0.82% from $33.9B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new HES positions and 57 closed out — a net gain of 42 holders — while 251 added to existing stakes and 274 trimmed.

The largest buyer was DZ Bank, adding an estimated $219M. The largest seller was Fidelity Investments, cutting an estimated $532M.

  • 757 institutional investors held Hess (HES) as of Q2 2023, up from 720 in Q1 2023.
  • Funds reported $34.2B of Hess stock for Q2 2023, up 0.82% quarter-over-quarter.
  • 99 funds opened new Hess positions in Q2 2023 and 57 closed out, a net change of +42 holders.
  • The largest Hess buyer in Q2 2023 was DZ Bank, an estimated $219M added.
  • The largest Hess seller in Q2 2023 was Fidelity Investments, an estimated $532M sold.

Based on aggregated 13F filings for Q2 2023.