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HES

Hess

Delisted

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

711 hedge funds and large institutions have $36.7B invested in Hess in 2022 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 227 increasing their positions, 256 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

297% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 31

26% more capital invested

Capital invested by funds: $29B → $36.7B (+$7.62B)

12% more funds holding

Funds holding: 635711 (+76)

2% less call options, than puts

Call options by funds: $476M | Put options by funds: $488M

1.33% less ownership

Funds ownership: 86%84.67% (-1.3%)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

11% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 256

Holders
711
Holders Change
+76
Holders Change %
+11.97%
% of All Funds
11.43%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.27%
New
123
Increased
227
Reduced
256
Closed
31
Calls
$476M
Puts
$488M
Net Calls
-$11.7M
Net Calls Change
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$6.3B -$212M -1,542,647 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.44B -$5.98M -43,500 -0.1%
BlackRock
3
BlackRock
New York
$3.55B +$42.6M +309,939 +1%
State Street
4
State Street
Massachusetts
$2.63B -$29M -210,887 -1%
Capital World Investors
5
Capital World Investors
California
$1.38B +$407M +2,965,209 +44%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$1.34B +$273M +1,987,732 +27%
Primecap Management
7
Primecap Management
California
$1.2B -$130M -946,015 -10%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$1.13B +$21.3M +154,786 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$798M +$7.63M +55,567 +1%
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$773M -$307M -2,232,750 -29%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$710M -$22.5M -163,560 -3%
Fisher Asset Management
12
Fisher Asset Management
Washington
$663M +$11.1M +81,145 +2%
Fayez Sarofim & Co
13
Fayez Sarofim & Co
Texas
$585M -$20.4M -148,767 -3%
Bank of America
14
Bank of America
North Carolina
$577M -$154M -1,120,572 -22%
Invesco
15
Invesco
Georgia
$435M -$15.3M -111,074 -3%
Northern Trust
16
Northern Trust
Illinois
$432M +$578K +4,208 +0.1%
UBS AM
17
UBS AM
Illinois
$413M -$13.5M -98,332 -3%
Morgan Stanley
18
Morgan Stanley
New York
$349M +$36.3M +264,225 +12%
JP Morgan Chase
19
JP Morgan Chase
New York
$316M -$49.2M -357,982 -14%
Legal & General Group
20
Legal & General Group
United Kingdom
$303M +$848K +6,173 +0.3%
Charles Schwab
21
Charles Schwab
California
$212M +$3.48M +25,331 +2%
N
22
Nuveen
North Carolina
$196M -$64.2M -467,614 -25%
Ninety One (UK)
23
Ninety One (UK)
United Kingdom
$195M -$16.8M -122,351 -8%
Citigroup
24
Citigroup
New York
$194M -$956K -6,956 -0.5%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$194M -$159M -1,160,599 -46%

HES Hedge Fund Activity: Q4 2022 in Review

711 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q4 2022, worth a combined $36.7B — up 26% from $29B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new HES positions and 31 closed out — a net gain of 92 holders — while 227 added to existing stakes and 256 trimmed.

The largest buyer was Capital World Investors, adding an estimated $407M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $307M.

  • 711 institutional investors held Hess (HES) as of Q4 2022, up from 635 in Q3 2022.
  • Funds reported $36.7B of Hess stock for Q4 2022, up 26% quarter-over-quarter.
  • 123 funds opened new Hess positions in Q4 2022 and 31 closed out, a net change of +92 holders.
  • The largest Hess buyer in Q4 2022 was Capital World Investors, an estimated $407M added.
  • The largest Hess seller in Q4 2022 was Barrow, Hanley, Mewhinney & Strauss, an estimated $307M sold.

Based on aggregated 13F filings for Q4 2022.