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Helix Energy Solutions

252 hedge funds and large institutions have $820M invested in Helix Energy Solutions in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 86 increasing their positions, 90 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

2.71% less ownership

Funds ownership: 89.42%86.71% (-2.7%)

27% less capital invested

Capital invested by funds: $1.12B → $820M (-$301M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
252
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.8M
Puts
$85K
Net Calls
Net Calls Change

Top Buyers

1 +$13.7M
2 +$10.3M
3 +$8.11M
4
CA
CSM Advisors
Pennsylvania
+$2.7M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.58M

Top Sellers

1 -$11.9M
2 -$10.8M
3 -$8.07M
4
BlackRock
BlackRock
New York
-$5.86M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$5.08M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
226
Arax Advisory Partners
Colorado
$3.16K
MPWT
227
MassMutual Private Wealth & Trust
Connecticut
$2.73K
CA
228
Clearstead Advisors
Ohio
$2.52K
AF
229
Allworth Financial
California
$2.31K
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$2.12K
CIBC Private Wealth Group
231
CIBC Private Wealth Group
Georgia
$1.64K
PA
232
Pineridge Advisors
Missouri
$1.57K
RIL
233
Rothschild Investment LLC
Illinois
$1.56K
BAM
234
Byrne Asset Management
New Jersey
$1.25K
PFBT
235
Parkside Financial Bank & Trust
Missouri
$1.16K
PMAM
236
Picton Mahoney Asset Management
Ontario, Canada
$1K
C
237
Covestor
United Kingdom
$1K
CT
238
Clearstead Trust
Maine
$768
PWA
239
Physician Wealth Advisors
Utah
$718
Jones Financial Companies
240
Jones Financial Companies
Missouri
$710
FMII
241
Farmers & Merchants Investments Inc
Nebraska
$630
HIA
242
Harbor Investment Advisory
Maryland
$543
HNB
243
Huntington National Bank
Ohio
$412
TWD
244
True Wealth Design
Ohio
$319
NC
245
NewSquare Capital
Pennsylvania
$306
CTB
246
Country Trust Bank
Illinois
$268
GC
247
Garde Capital
Washington
$94
TPWA
248
Twin Peaks Wealth Advisors
California
$12
PA
249
Parallel Advisors
California
$6
Balyasny Asset Management
250
Balyasny Asset Management
Illinois