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Helmerich & Payne

340 hedge funds and large institutions have $1.48B invested in Helmerich & Payne in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 129 increasing their positions, 103 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 103

21% more call options, than puts

Call options by funds: $24.4M | Put options by funds: $20.1M

8% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 71

1.8% less ownership

Funds ownership: 100.12%98.31% (-1.8%)

3% less funds holding

Funds holding: 351340 (-11)

43% less capital invested

Capital invested by funds: $2.6B → $1.48B (-$1.12B)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
340
Holders Change
-11
Holders Change %
-3.13%
% of All Funds
4.48%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
65
Increased
129
Reduced
103
Closed
71
Calls
$24.4M
Puts
$20.1M
Net Calls
+$4.28M
Net Calls Change
+$8.77M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
226
Concurrent Investment Advisors
Florida
$156K +$8.03K +438 +4%
AIP
227
Ameritas Investment Partners
Nebraska
$153K
DS
228
DRW Securities
Illinois
$153K +$185K +10,107 New
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$152K -$8.03K -438 -4%
Mitsubishi UFJ Trust & Banking
230
Mitsubishi UFJ Trust & Banking
Japan
$143K -$328K -17,876 -65%
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$120K +$119K +6,483 +455%
Walleye Trading
232
Walleye Trading
New York
$110K +$133K +7,281 New
ECM
233
EMC Capital Management
Texas
$110K +$133K +7,249 New
Osaic Holdings
234
Osaic Holdings
Arizona
$109K -$589K -32,151 -82%
SAM
235
Shell Asset Management
Netherlands
$106K -$14.1K -768 -10%
Simplex Trading
236
Simplex Trading
Illinois
$103K +$65.2K +3,557 +110%
C
237
Covestor
United Kingdom
$90K +$71.2K +3,886 +192%
Jones Financial Companies
238
Jones Financial Companies
Missouri
$80.1K +$38.8K +2,114 +69%
SS
239
SBI Securities
Japan
$74.9K +$19.5K +1,063 +27%
PHK
240
Point72 Hong Kong
Hong Kong
$73.7K +$89.2K +4,864 New
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$69K -$20.7K -1,131 -20%
CA
242
Clearstead Advisors
Ohio
$66.4K
SSG
243
Summit Securities Group
New York
$64.7K +$78.2K +4,266 New
CIAM
244
Caitong International Asset Management
Hong Kong
$63.9K +$77.3K +4,218 New
LSA
245
Leonteq Securities AG
Switzerland
$62.5K +$75.6K +4,125 New
GI
246
GAMMA Investing
California
$62K +$17K +925 +29%
KBC Group
247
KBC Group
Belgium
$47K -$32.6K -1,779 -37%
PD
248
Point72 (DIFC)
United Arab Emirates
$45.1K +$54.6K +2,976 New
SCM
249
Sterling Capital Management
North Carolina
$40K +$17.2K +940 +55%
Group One Trading
250
Group One Trading
Illinois
$38.3K -$9.13K -498 -16%

HP Hedge Fund Activity: Q2 2025 in Review

340 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q2 2025, worth a combined $1.48B — down 43% from $2.6B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of HP and 65 opened new positions — a net loss of 6 holders — while 103 trimmed existing stakes and 129 added.

The largest buyer was Balyasny Asset Management, adding an estimated $23.8M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $33.5M sold.

  • 340 institutional investors held Helmerich & Payne (HP) as of Q2 2025, down from 351 in Q1 2025.
  • Funds reported $1.48B of Helmerich & Payne stock for Q2 2025, down 43% quarter-over-quarter.
  • 65 funds opened new Helmerich & Payne positions in Q2 2025 and 71 closed out, a net change of -6 holders.
  • The largest Helmerich & Payne buyer in Q2 2025 was Balyasny Asset Management, an estimated $23.8M added.
  • The largest Helmerich & Payne seller in Q2 2025 was DePrince Race & Zollo Inc (DRZ), an estimated $33.5M sold.

Based on aggregated 13F filings for Q2 2025.