We are live on ! Find out more
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
PCM
776
Perritt Capital Management
Illinois
$918 +$903 +6 New
CWC
777
Carolinas Wealth Consulting
North Carolina
$866
WWM
778
Wolff Wiese Magana
California
$765
PCTC
779
Perkins Coie Trust Company
Washington
$765 +$753 +5 New
CAS
780
Coppell Advisory Solutions
Texas
$712 -$151 -1 -17%
PWMG
781
Provence Wealth Management Group
California
$459 +$452 +3 New
M
782
MOTCO
Texas
$153 -$11.7K -78 -99%
FGAM
783
Financial Gravity Asset Management
Texas
$125 -$20.3K -135 -99%
PC
784
PointState Capital
New York
-$30.2M -222,039 Closed
TAM
785
Todd Asset Management
Kentucky
-$19.6M -144,014 Closed
CCM
786
Cinctive Capital Management
New York
-$15.2M -112,057 Closed
PE
787
Point72 Europe
United Kingdom
-$11M -80,800 Closed
YCM
788
Yaupon Capital Management
New York
-$10.2M -75,200 Closed
Cohen & Steers
789
Cohen & Steers
New York
-$5.29M -38,936 Closed
NONA
790
Ninety One North America
New York
-$4.11M -30,236 Closed
HF
791
HRT Financial
New York
-$2.89M -21,238 Closed
V
792
Veritable
Delaware
-$2.59M -19,050 Closed
LW
793
Linscomb Wealth
Texas
-$2.49M -18,335 Closed
E
794
Ergoteles
New York
-$1.83M -13,467 Closed
IFU
795
iSAM Funds (UK)
United Kingdom
-$1.66M -12,231 Closed
XT
796
XTX Topco
Cayman Islands
-$1.64M -12,036 Closed
TC
797
TwinBeech Capital
New York
-$1.13M -8,337 Closed
PP
798
PDT Partners
New York
-$991K -7,289 Closed
SFI
799
Susquehanna Fundamental Investments
Pennsylvania
-$984K -7,236 Closed
VAS
800
Vestmark Advisory Solutions
Massachusetts
-$900K -6,621 Closed

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.