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Helix Energy Solutions

245 hedge funds and large institutions have $830M invested in Helix Energy Solutions in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 99 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

481% more call options, than puts

Call options by funds: $2.75M | Put options by funds: $474K

1% more capital invested

Capital invested by funds: $819M → $830M (+$11M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.54% less ownership

Funds ownership: 86.56%86.02% (-0.54%)

3% less funds holding

Funds holding: 253245 (-8)

15% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 39

26% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 99

Holders
245
Holders Change
-8
Holders Change %
-3.16%
% of All Funds
3.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
73
Reduced
99
Closed
39
Calls
$2.75M
Puts
$474K
Net Calls
+$2.28M
Net Calls Change
-$437K
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
226
Rothschild Investment LLC
Illinois
$951 -$661 -105 -42%
EP
227
Essential Partners
California
$853 -$4.25K -675 -84%
CT
228
Clearstead Trust
Maine
$807
Jones Financial Companies
229
Jones Financial Companies
Missouri
$786
PWA
230
Physician Wealth Advisors
Utah
$755
EWA
231
EverSource Wealth Advisors
Alabama
$676 -$9.7K -1,541 -94%
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$663
HIA
233
Harbor Investment Advisory
Maryland
$571
TWD
234
True Wealth Design
Ohio
$479 +$138 +22 +43%
CA
235
Clearstead Advisors
Ohio
$427 -$2.13K -338 -84%
TFA
236
Transamerica Financial Advisors
Florida
$420 +$403 +64 New
WANY
237
Wealthspire Advisors (New York)
New York
$289 +$277 +44 New
CTB
238
Country Trust Bank
Illinois
$282
LFG
239
Larson Financial Group
Missouri
$197 -$4.2K -667 -96%
CMA
240
Cedar Mountain Advisors
Oregon
$184 +$176 +28 New
JWM
241
JPL Wealth Management
Colorado
$164 +$157 +25 New
LSA
242
Leonteq Securities AG
Switzerland
$20
PA
243
Parallel Advisors
California
$7
ECA
244
Encompass Capital Advisors
New York
-$23.8M -3,806,807 Closed
BNP Paribas Asset Management
245
BNP Paribas Asset Management
France
-$9.28M -1,486,399 Closed
SCM
246
SIR Capital Management
New York
-$7.65M -1,225,162 Closed
OAM
247
Oberweis Asset Management
Illinois
-$3.13M -501,700 Closed
SG
248
Sourcerock Group
Colorado
-$2.27M -363,347 Closed
SFI
249
Susquehanna Fundamental Investments
Pennsylvania
-$1,000K -160,214 Closed
HP
250
Hartree Partners
New York
-$936K -150,000 Closed

HLX Hedge Fund Activity: Q3 2025 in Review

245 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Helix Energy Solutions (HLX) for Q3 2025, worth a combined $830M — up 1.3% from $819M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of HLX and 33 opened new positions — a net loss of 6 holders — while 99 trimmed existing stakes and 73 added.

The largest buyer was Millennium Management, adding an estimated $22.8M. The largest seller was Encompass Capital Advisors, exiting entirely with an estimated $23.8M sold.

  • 245 institutional investors held Helix Energy Solutions (HLX) as of Q3 2025, down from 253 in Q2 2025.
  • Funds reported $830M of Helix Energy Solutions stock for Q3 2025, up 1.3% quarter-over-quarter.
  • 33 funds opened new Helix Energy Solutions positions in Q3 2025 and 39 closed out, a net change of -6 holders.
  • The largest Helix Energy Solutions buyer in Q3 2025 was Millennium Management, an estimated $22.8M added.
  • The largest Helix Energy Solutions seller in Q3 2025 was Encompass Capital Advisors, an estimated $23.8M sold.

Based on aggregated 13F filings for Q3 2025.