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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
Osaic Holdings
201
Osaic Holdings
Arizona
$19.6K
FFA
202
Farther Finance Advisors
California
$19.3K
SCM
203
Sterling Capital Management
North Carolina
$19K
GI
204
GAMMA Investing
California
$18.3K
BIG
205
Brooklyn Investment Group
New York
$17.2K
SPIA
206
Steward Partners Investment Advisory
New York
$14.5K
PWAM
207
Private Wealth Asset Management
Iowa
$13.3K
FCMT
208
Founders Capital Management (Texas)
Texas
$12.5K
SOW
209
State of Wyoming
Wyoming
$10.7K
EWA
210
EverSource Wealth Advisors
Alabama
$10.3K
NA
211
NewEdge Advisors
Louisiana
$8.74K
AF
212
Advisornet Financial
Minnesota
$8.61K
S
213
SignatureFD
Georgia
$8.25K
PWMG
214
Prestige Wealth Management Group
New Jersey
$7.7K
HI
215
Harbour Investments
Wisconsin
$7.64K
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$7.33K
TH
217
TCTC Holdings
Texas
$7.24K
FLFS
218
Family Legacy Financial Solutions
North Carolina
$4.87K
LFG
219
Larson Financial Group
Missouri
$4.35K
Group One Trading
220
Group One Trading
Illinois
$4.09K
VCM
221
Versant Capital Management
Arizona
$4.07K
NS
222
NBC Securities
Alabama
$4K
UB
223
UMB Bank
Missouri
$3.48K
IA
224
IFP Advisors
Florida
$3.36K
SS
225
SBI Securities
Japan
$3.23K