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Helix Energy Solutions

274 hedge funds and large institutions have $1.29B invested in Helix Energy Solutions in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 93 increasing their positions, 98 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,120% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $1.02M

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

62% more capital invested

Capital invested by funds: $801M → $1.29B (+$493M)

47% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 30

3% more funds holding

Funds holding: 265274 (+9)

2.04% more ownership

Funds ownership: 86.88%88.92% (+2%)

5% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 98

Holders
274
Holders Change
+9
Holders Change %
+3.4%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
44
Increased
93
Reduced
98
Closed
30
Calls
$12.4M
Puts
$1.02M
Net Calls
+$11.4M
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
226
Quadrant Capital Group
Ohio
$11.2K +$2.35K +276 +32%
PA
227
Parallel Advisors
California
$10.9K +$9.4K +1,104 +110,400%
WSFS
228
Wilmington Savings Fund Society
Delaware
$10.7K -$2.04K -240 -18%
SSG
229
Summit Securities Group
New York
$8.63K +$7.43K +873 New
BWA
230
Basecamp Wealth Advisors
Washington
$8.48K -$1.55K -182 -18%
AF
231
Allworth Financial
California
$7.56K +$485 +57 +8%
SS
232
SBI Securities
Japan
$7.11K +$26 +3 +0.4%
UB
233
UMB Bank
Missouri
$5.89K +$204 +24 +4%
OCWP
234
Owl Creek Wealth Partners
Colorado
$5.48K +$4.72K +554 New
PWPS
235
Pinnacle Wealth Planning Services
Ohio
$5.15K +$672 +79 +18%
Bessemer Group
236
Bessemer Group
New Jersey
$5K
CA
237
Centerpoint Advisors
Massachusetts
$5K
KG
238
Kilter Group
New York
$4.75K +$4.09K +480 New
HHCP
239
Hilton Head Capital Partners
South Carolina
$4.59K -$2.61K -307 -40%
SIS
240
Sound Income Strategies
Florida
$4.14K
SHIM
241
Stone House Investment Management
Pennsylvania
$2.82K +$2.43K +285 New
VWA
242
Valued Wealth Advisors
Utah
$2.68K +$2.31K +271 New
RIL
243
Rothschild Investment LLC
Illinois
$2.18K +$519 +61 +38%
PWMG
244
Private Wealth Management Group
New Jersey
$2.16K -$562 -66 -23%
Jones Financial Companies
245
Jones Financial Companies
Missouri
$2.12K +$826 +97 +86%
RFP
246
Root Financial Partners
California
$2.05K +$1.76K +207 New
BAM
247
Byrne Asset Management
New Jersey
$1.98K
Rockefeller Capital Management
248
Rockefeller Capital Management
New York
$1.65K -$204 -24 -13%
LFG
249
Larson Financial Group
Missouri
$1.5K +$749 +88 +138%
PMAM
250
Picton Mahoney Asset Management
Ontario, Canada
$1.18K