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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
MOACM
151
Mutual of America Capital Management
New York
$100K -$18.8K -2,986 -16%
Mariner
152
Mariner
Kansas
$100K -$40.6K -6,452 -30%
OSAM
153
O'Shaughnessy Asset Management
Connecticut
$99.9K +$95.8K +15,222 New
CBU
154
CIBC Bancorp USA
Illinois
$97.3K +$93.3K +14,832 New
Mercer Global Advisors
155
Mercer Global Advisors
Colorado
$96.5K +$2.22K +353 +2%
Pathstone Holdings
156
Pathstone Holdings
New Jersey
$96.4K +$92.5K +14,701 New
WAM
157
Worth Asset Management
Texas
$93.7K +$89.9K +14,286 New
AC
158
Aristeia Capital
Connecticut
$91.2K +$87.5K +13,897 New
AC
159
Anson Capital
Georgia
$90K +$86.3K +13,712 New
EL
160
EWA LLC
Pennsylvania
$89.5K -$8.41K -1,336 -9%
LPL Financial
161
LPL Financial
California
$89.3K -$64.2K -10,195 -43%
Stifel Financial
162
Stifel Financial
Missouri
$85.1K -$547 -87 -0.7%
AssetMark Inc
163
AssetMark Inc
California
$83.7K +$53.8K +8,554 +203%
AC
164
AXQ Capital
New Jersey
$76.7K +$73.6K +11,691 New
AIP
165
Ameritas Investment Partners
Nebraska
$76.3K -$16.9K -2,681 -19%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$75K -$97.2K -15,439 -57%
PCM
167
Prelude Capital Management
New York
$74.9K -$88K -13,978 -55%
VPIM
168
Vanguard Personalized Indexing Management
California
$74K -$3.65K -580 -5%
CCM
169
Coldstream Capital Management
Washington
$73.6K +$7.12K +1,132 +11%
Federated Hermes
170
Federated Hermes
Pennsylvania
$73.5K +$70.5K +11,207 New
X
171
Xponance
Pennsylvania
$71.7K -$12.7K -2,023 -16%
Cerity Partners
172
Cerity Partners
New York
$71.7K -$8.11M -1,288,443 -99%
Simplex Trading
173
Simplex Trading
Illinois
$71K +$21.1K +3,360 +45%
CNBT
174
Canandaigua National Bank & Trust
New York
$70.5K -$774 -123 -1%
SO
175
STRS Ohio
Ohio
$70.2K

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.