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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
Franklin Resources
126
Franklin Resources
California
$222K
State of Tennessee, Department of Treasury
127
State of Tennessee, Department of Treasury
Tennessee
$220K
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$219K
Nomura Holdings
129
Nomura Holdings
Japan
$218K
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$208K
OPERF
131
Oregon Public Employees Retirement Fund
Oregon
$203K
DS
132
DRW Securities
Illinois
$203K
Amundi
133
Amundi
France
$200K
ProShare Advisors
134
ProShare Advisors
Maryland
$200K
Arrowstreet Capital
135
Arrowstreet Capital
Massachusetts
$195K
PFSRSONJ
136
Police & Firemen's Retirement System of New Jersey
New Jersey
$195K
PA
137
Profund Advisors
Maryland
$194K
ZA
138
Zazove Associates
Nevada
$190K
HSBC Holdings
139
HSBC Holdings
United Kingdom
$181K
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$177K
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$168K
KK
142
KLP Kapitalforvaltning
Norway
$165K
PCM
143
Polymer Capital Management
New York
$165K
Mirae Asset Global Investments
144
Mirae Asset Global Investments
South Korea
$162K
Mackenzie Financial
145
Mackenzie Financial
Ontario, Canada
$161K
PCM
146
Prelude Capital Management
New York
$158K
Corient Private Wealth
147
Corient Private Wealth
Florida
$150K
LPL Financial
148
LPL Financial
California
$149K
Schroder Investment Management Group
149
Schroder Investment Management Group
United Kingdom
$148K
JFG
150
Jefferies Financial Group
New York
$142K