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Helix Energy Solutions
HLX

Overview Fund Activity

251 hedge funds and large institutions have $818M invested in Helix Energy Solutions in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 85 increasing their positions, 90 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-6
Holders Change %
-2.33%
% of All Funds
3.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
37
Increased
85
Reduced
90
Closed
38
Calls
$2.8M
Puts
$85K
Net Calls
+$2.72M
Net Calls Change
+$4M

Top Buyers

1
Invesco
1
Invesco
Georgia
$20M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$10.3M
3
Cerity Partners
3
Cerity Partners
New York
$8.11M
4
CA
4
CSM Advisors
Pennsylvania
$2.7M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$2.86M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
SG
2
Sourcerock Group
Colorado
$2.27M
3
ECA
3
Encompass Capital Advisors
New York
$23.8M
4
BlackRock
4
BlackRock
New York
$138M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
226
MassMutual Private Wealth & Trust
Connecticut
$2.73K -$1.83K -293 -40%
CA
227
Clearstead Advisors
Ohio
$2.52K +$2.52K +403 New
AF
228
Allworth Financial
California
$2.31K +$1.18K +189 +104%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$2.12K +$2.12K +339 New
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$1.64K -$13.5K -2,167 -89%
PA
231
Pineridge Advisors
Missouri
$1.57K – – –
RIL
232
Rothschild Investment LLC
Illinois
$1.56K -$1.15K -185 -43%
BAM
233
Byrne Asset Management
New Jersey
$1.25K – – –
PFBT
234
Parkside Financial Bank & Trust
Missouri
$1.16K +$950 +152 +447%
PMAM
235
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
C
236
Covestor
United Kingdom
$1K +$833 +185 +500%
CT
237
Clearstead Trust
Maine
$768 +$768 +123 New
PWA
238
Physician Wealth Advisors
Utah
$718 +$718 +115 New
Jones Financial Companies
239
Jones Financial Companies
Missouri
$710 +$710 +113 New
FMII
240
Farmers & Merchants Investments Inc
Nebraska
$630 – – –
HIA
241
Harbor Investment Advisory
Maryland
$543 – – –
HNB
242
Huntington National Bank
Ohio
$412 +$412 +66 New
TWD
243
True Wealth Design
Ohio
$319 +$319 +51 New
NC
244
NewSquare Capital
Pennsylvania
$306 +$306 +49 New
CTB
245
Country Trust Bank
Illinois
$268 +$268 +43 New
GC
246
Garde Capital
Washington
$94 – – –
TPWA
247
Twin Peaks Wealth Advisors
California
$12 +$12 +2 New
PA
248
Parallel Advisors
California
$6 – – –
Balyasny Asset Management
249
Balyasny Asset Management
Illinois
– -$11.9M -1,430,224 Closed
EGM
250
Engineers Gate Manager
New York
– -$2.77M -332,831 Closed
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10
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