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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
FPB
801
First PREMIER Bank
South Dakota
$3K +$2.64K +18 New
MTIC
802
Missouri Trust & Investment Company
Missouri
$2.88K
SWM
803
Sanctuary Wealth Management
Idaho
$2.88K
DF
804
Dunhill Financial
United Kingdom
$2.58K +$2.64K +18 New
HCM
805
Hollencrest Capital Management
California
$2.45K
PMFA
806
Plante Moran Financial Advisors
Michigan
$2.44K
CBT
807
CoreFirst Bank & Trust
Kansas
$2.31K
EBA
808
Eagle Bay Advisors
New York
$2.31K
GI
809
Gradient Investments
Minnesota
$2.31K
DWA
810
Delos Wealth Advisors
Texas
$2.16K
JFA
811
JNBA Financial Advisors
Minnesota
$2.16K
MA
812
MCF Advisors
Kentucky
$2.02K
AW
813
Avion Wealth
Texas
$2K +$147 +1 +9%
BCMLT
814
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.99K
TFM
815
TFC Financial Management
Massachusetts
$1.73K
AWM
816
Avior Wealth Management
Nebraska
$1.73K
OP
817
ORG Partners
Indiana
$1.44K -$7.04K -48 -83%
AT
818
Arlington Trust
Alabama
$1.44K +$1.47K +10 New
CTWM
819
Cherry Tree Wealth Management
Minnesota
$1.3K
GEA
820
Glen Eagle Advisors
New Jersey
$1.3K
GFPC
821
Global Financial Private Client
Florida
$1.3K
APC
822
Aspire Private Capital
North Carolina
$1.3K +$1.32K +9 New
SSB
823
Sandy Spring Bank
Maryland
$1.01K
TWP
824
TFO Wealth Partners
Ohio
$1.01K -$59.4K -405 -98%
PA
825
Pineridge Advisors
Missouri
$1.01K +$1.03K +7 New

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.