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Helix Energy Solutions

256 hedge funds and large institutions have $1.12B invested in Helix Energy Solutions in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 86 increasing their positions, 87 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 35

6% more funds holding

Funds holding: 241256 (+15)

1% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 87

2.95% less ownership

Funds ownership: 92.28%89.33% (-2.9%)

14% less capital invested

Capital invested by funds: $1.31B → $1.12B (-$188M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

70% less call options, than puts

Call options by funds: $558K | Put options by funds: $1.84M

Holders
256
Holders Change
+15
Holders Change %
+6.22%
% of All Funds
3.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
51
Increased
86
Reduced
87
Closed
35
Calls
$558K
Puts
$1.84M
Net Calls
-$1.28M
Net Calls Change
-$507K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$192M -$4.31M -511,185 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$118M +$1.75M +208,288 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$85.4M -$4.07M -482,668 -4%
State Street
4
State Street
Massachusetts
$53.6M -$3.74M -443,896 -6%
ECA
5
Encompass Capital Advisors
New York
$42.4M +$8.39M +996,088 +24%
American Century Companies
6
American Century Companies
Missouri
$41.8M +$2.55M +303,074 +6%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$28M +$725K +86,093 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$27.9M +$914K +108,485 +3%
GCCM
9
Gate City Capital Management
Illinois
$27.4M +$11.9M +1,407,179 +74%
SFM
10
Systematic Financial Management
New Jersey
$24.5M +$387K +45,982 +2%
Fisher Asset Management
11
Fisher Asset Management
Washington
$21M +$5.88M +697,806 +38%
Principal Financial Group
12
Principal Financial Group
Iowa
$19.6M -$745K -88,475 -4%
Charles Schwab
13
Charles Schwab
California
$19.4M +$1.25M +148,834 +7%
VanEck Associates
14
VanEck Associates
New York
$19.1M -$277K -32,854 -1%
SG
15
Sourcerock Group
Colorado
$17.5M +$17.7M +2,100,000 New
Morgan Stanley
16
Morgan Stanley
New York
$16.6M -$1.08M -127,869 -6%
Public Employees Retirement Association of Colorado
17
Public Employees Retirement Association of Colorado
Colorado
$15.6M
Mirae Asset Global ETFs Holdings
18
Mirae Asset Global ETFs Holdings
Hong Kong
$15.2M -$592K -70,250 -4%
Northern Trust
19
Northern Trust
Illinois
$14.2M -$892K -105,914 -6%
BNP Paribas Asset Management
20
BNP Paribas Asset Management
France
$13.9M +$1.49M +176,708 +12%
Pacer Advisors
21
Pacer Advisors
Pennsylvania
$12.3M -$42.7M -5,063,645 -77%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$12.2M +$9.23M +1,096,425 +296%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$11.9M -$8.76M -1,039,460 -42%
PAM
24
Panagora Asset Management
Massachusetts
$10.1M +$217K +25,737 +2%
SCM
25
SIR Capital Management
New York
$9.8M -$4.44M -527,400 -31%

HLX Hedge Fund Activity: Q1 2025 in Review

256 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Helix Energy Solutions (HLX) for Q1 2025, worth a combined $1.12B — down 14% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new HLX positions and 35 closed out — a net gain of 16 holders — while 86 added to existing stakes and 87 trimmed.

The largest buyer was Sourcerock Group, opening a new position worth an estimated $17.7M. The largest seller was Pacer Advisors, cutting an estimated $42.7M.

  • 256 institutional investors held Helix Energy Solutions (HLX) as of Q1 2025, up from 241 in Q4 2024.
  • Funds reported $1.12B of Helix Energy Solutions stock for Q1 2025, down 14% quarter-over-quarter.
  • 51 funds opened new Helix Energy Solutions positions in Q1 2025 and 35 closed out, a net change of +16 holders.
  • The largest Helix Energy Solutions buyer in Q1 2025 was Sourcerock Group, an estimated $17.7M added.
  • The largest Helix Energy Solutions seller in Q1 2025 was Pacer Advisors, an estimated $42.7M sold.

Based on aggregated 13F filings for Q1 2025.