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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.59B +$47.3M +322,773 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.68B -$1.71B -11,691,982 -31%
BlackRock
3
BlackRock
New York
$3.12B -$67.8M -462,231 -2%
State Street
4
State Street
Massachusetts
$2.45B -$133M -906,032 -5%
HI
5
HBK Investments
Texas
$1.21B +$1.23B +8,412,629 New
Primecap Management
6
Primecap Management
California
$1.15B -$20M -136,385 -2%
Morgan Stanley
7
Morgan Stanley
New York
$1B +$584M +3,985,413 +135%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$875M +$21.3M +145,554 +2%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$738M -$776M -5,290,700 -51%
Fayez Sarofim & Co
10
Fayez Sarofim & Co
Texas
$675M +$4.3M +29,333 +0.6%
Adage Capital Partners
11
Adage Capital Partners
Massachusetts
$625M +$516M +3,516,790 +431%
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$599M -$2M -13,650 -0.3%
Capital World Investors
13
Capital World Investors
California
$575M -$864M -5,895,938 -60%
PCM
14
Pentwater Capital Management
Florida
$560M +$570M +3,885,000 New
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$559M -$574M -3,914,025 -50%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$555M +$564M +3,844,151 +51,731%
Barclays
17
Barclays
United Kingdom
$530M +$431M +2,939,781 +400%
Bank of America
18
Bank of America
North Carolina
$487M -$61M -416,244 -11%
Millennium Management
19
Millennium Management
New York
$433M +$377M +2,573,321 +596%
FCM
20
Farallon Capital Management
California
$429M +$436M +2,975,000 New
UBS AM
21
UBS AM
Illinois
$405M -$49.8M -339,397 -11%
Northern Trust
22
Northern Trust
Illinois
$401M -$12.3M -84,041 -3%
Invesco
23
Invesco
Georgia
$378M -$145M -987,684 -27%
UOC
24
UBS O'Connor
Illinois
$334M +$339M +2,315,651 New
Amundi
25
Amundi
France
$327M +$124M +844,664 +57%

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.