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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.94B -$532M -3,888,947 -10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.29B -$14.6M -106,587 -0.3%
BlackRock
3
BlackRock
New York
$3.22B -$94.9M -693,642 -3%
State Street
4
State Street
Massachusetts
$2.4B -$93M -679,580 -4%
Capital World Investors
5
Capital World Investors
California
$1.33B +$3.02M +22,079 +0.2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$1.23B +$60.3M +440,798 +5%
Primecap Management
7
Primecap Management
California
$1.11B -$5.21M -38,070 -0.5%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$1.02B -$122M -888,065 -11%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$833M +$60M +438,348 +8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$792M +$15.5M +113,189 +2%
Barrow, Hanley, Mewhinney & Strauss
11
Barrow, Hanley, Mewhinney & Strauss
Texas
$602M -$82.3M -601,036 -12%
Fayez Sarofim & Co
12
Fayez Sarofim & Co
Texas
$571M -$21.4M -156,708 -4%
Bank of America
13
Bank of America
North Carolina
$487M -$38.9M -284,006 -7%
DZ Bank
14
DZ Bank
Germany
$438M +$219M +1,596,558 +98%
Fisher Asset Management
15
Fisher Asset Management
Washington
$429M -$226M -1,652,656 -34%
UBS AM
16
UBS AM
Illinois
$385M
Northern Trust
17
Northern Trust
Illinois
$384M -$33.6M -245,455 -8%
Invesco
18
Invesco
Georgia
$341M -$7.37M -53,836 -2%
Morgan Stanley
19
Morgan Stanley
New York
$335M +$10.7M +78,459 +3%
Legal & General Group
20
Legal & General Group
United Kingdom
$299M -$19.3M -140,848 -6%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$286M -$43.2M -315,444 -13%
Ameriprise
22
Ameriprise
Minnesota
$227M +$2.1M +15,369 +0.9%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$215M +$17.4M +127,422 +9%
Charles Schwab
24
Charles Schwab
California
$208M +$1.55M +11,318 +0.7%
JP Morgan Chase
25
JP Morgan Chase
New York
$203M -$47.7M -348,201 -19%

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.