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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$5.7B +$134M +889,122 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.82B -$3.26M -21,654 -0.1%
BlackRock
3
BlackRock
New York
$3.38B -$239M -1,586,292 -7%
State Street
4
State Street
Massachusetts
$2.74B +$36.2M +240,617 +1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.59B +$210M +1,395,819 +15%
Capital World Investors
6
Capital World Investors
California
$1.51B +$15.1M +99,996 +1%
Primecap Management
7
Primecap Management
California
$1.24B -$5.3M -35,170 -0.4%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$1.19B +$45.8M +303,942 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$907M +$15M +99,909 +2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$893M -$43.6M -289,327 -5%
Fayez Sarofim & Co
11
Fayez Sarofim & Co
Texas
$723M +$78.4M +520,378 +12%
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$638M -$38.8M -257,720 -6%
Bank of America
13
Bank of America
North Carolina
$580M +$31.3M +207,934 +6%
Invesco
14
Invesco
Georgia
$552M +$166M +1,105,204 +44%
DZ Bank
15
DZ Bank
Germany
$499M +$6.36M +42,261 +1%
UBS AM
16
UBS AM
Illinois
$482M +$36.4M +241,527 +8%
Morgan Stanley
17
Morgan Stanley
New York
$452M +$73.7M +489,169 +20%
Northern Trust
18
Northern Trust
Illinois
$439M +$6.45M +42,802 +2%
Victory Capital Management
19
Victory Capital Management
Texas
$358M +$301M +1,998,824 +582%
Legal & General Group
20
Legal & General Group
United Kingdom
$325M -$11.7M -78,009 -4%
Ameriprise
21
Ameriprise
Minnesota
$302M +$46.3M +307,281 +18%
Goldman Sachs
22
Goldman Sachs
New York
$293M +$87.5M +581,017 +43%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$240M -$80.4M -534,158 -25%
Amundi
24
Amundi
France
$239M +$54.4M +361,380 +32%
Charles Schwab
25
Charles Schwab
California
$237M +$3.07M +20,400 +1%

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.