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HES

Hess

Delisted

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

813 hedge funds and large institutions have $35B invested in Hess in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 295 increasing their positions, 298 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 76

0% more funds holding

Funds holding: 812813 (+1)

0.34% less ownership

Funds ownership: 84.07%83.73% (-0.34%)

1% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 298

8% less capital invested

Capital invested by funds: $38.2B → $35B (-$3.2B)

16% less funds holding in top 10

Funds holding in top 10: 6454 (-10)

52% less call options, than puts

Call options by funds: $289M | Put options by funds: $607M

Holders
813
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
11.67%
Holding in Top 10
54
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-15.63%
% of All Funds
0.78%
New
83
Increased
295
Reduced
298
Closed
76
Calls
$289M
Puts
$607M
Net Calls
-$318M
Net Calls Change
+$630M
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
776
True Wealth Design
Ohio
$2.31K -$278 -2 -11%
HCM
777
Hollencrest Capital Management
California
$2.31K
PMFA
778
Plante Moran Financial Advisors
Michigan
$2.29K
EBA
779
Eagle Bay Advisors
New York
$2.17K
CBT
780
CoreFirst Bank & Trust
Kansas
$2.17K +$2.23K +16 New
JFA
781
JNBA Financial Advisors
Minnesota
$2.04K
SFCL
782
Strengthening Families & Communities LLC
Massachusetts
$2.04K
AW
783
Avion Wealth
Texas
$2K -$2.5K -18 -49%
FPB
784
First PREMIER Bank
South Dakota
$2K
MA
785
MCF Advisors
Kentucky
$1.9K -$278 -2 -13%
CAM
786
Creekmur Asset Management
Illinois
$1.9K
TFM
787
TFC Financial Management
Massachusetts
$1.77K
BCMLT
788
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.76K
HFS
789
Horizon Financial Services
North Carolina
$1.76K
PGAM
790
Princeton Global Asset Management
New Jersey
$1.76K +$1.81K +13 New
LFG
791
Larson Financial Group
Missouri
$1.63K -$84.9K -610 -98%
SL
792
Salomon & Ludwin
Virginia
$1.49K
CWC
793
Carolinas Wealth Consulting
North Carolina
$1.49K +$417 +3 +38%
TWC
794
TD Waterhouse Canada
Ontario, Canada
$1.39K
GEA
795
Glen Eagle Advisors
New Jersey
$1.36K +$139 +1 +11%
WWM
796
Wolff Wiese Magana
California
$1.36K +$696 +5 +100%
CTWM
797
Cherry Tree Wealth Management
Minnesota
$1.22K
HWP
798
Highline Wealth Partners
California
$1.09K -$417 -3 -27%
RWM
799
Reston Wealth Management
Virginia
$1.09K +$1.11K +8 New
IAIM
800
International Assets Investment Management
Florida
$965 +$18.1M +130,138 +14,317%

HES Hedge Fund Activity: Q3 2024 in Review

813 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q3 2024, worth a combined $35B — down 8.4% from $38.2B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new HES positions and 76 closed out — a net gain of 7 holders — while 295 added to existing stakes and 298 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $292M. The largest seller was Fidelity Investments, cutting an estimated $306M.

  • 813 institutional investors held Hess (HES) as of Q3 2024, up from 812 in Q2 2024.
  • Funds reported $35B of Hess stock for Q3 2024, down 8.4% quarter-over-quarter.
  • 83 funds opened new Hess positions in Q3 2024 and 76 closed out, a net change of +7 holders.
  • The largest Hess buyer in Q3 2024 was Adage Capital Partners, an estimated $292M added.
  • The largest Hess seller in Q3 2024 was Fidelity Investments, an estimated $306M sold.

Based on aggregated 13F filings for Q3 2024.