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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
GRP
276
Global Retirement Partners
California
$8.08K +$9.77K +533 New
NC
277
NewSquare Capital
Pennsylvania
$7.76K -$3.53M -192,391 -100%
BCWM
278
Bartlett & Co Wealth Management
Ohio
$7.58K
KIM
279
Kestra Investment Management
Texas
$7.58K
PWA
280
Physician Wealth Advisors
Utah
$7.11K +$6.76K +369 +369%
OP
281
ORG Partners
Indiana
$7.08K -$312 -17 -4%
Barrow, Hanley, Mewhinney & Strauss
282
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.97K
PA
283
Parallel Advisors
California
$6.66K +$1.04K +57 +15%
SOW
284
State of Wyoming
Wyoming
$6.37K -$93.9K -5,123 -92%
SO
285
STRS Ohio
Ohio
$6.06K
PPC
286
Park Place Capital
Alabama
$6.05K
PWMG
287
Private Wealth Management Group
New Jersey
$6K +$4.4K +240 +154%
UB
288
UMB Bank
Missouri
$5.61K -$9.86K -538 -59%
FFO
289
Fortitude Family Office
Arizona
$5.61K +$5.5K +300 +429%
KTC
290
Kentucky Trust Company
Kentucky
$5.53K +$6.69K +365 New
WIM
291
Westside Investment Management
California
$5.41K +$6.23K +340 New
SIS
292
Sound Income Strategies
Florida
$4.84K -$5.5K -300 -48%
AAG
293
Armstrong Advisory Group
Massachusetts
$4.55K +$5.5K +300 New
ABWM
294
Alpine Bank Wealth Management
Colorado
$4.53K
HNW
295
High Note Wealth
Minnesota
$4.32K +$5.22K +285 New
AF
296
Allworth Financial
California
$4.22K +$55 +3 +1%
NA
297
NewEdge Advisors
Louisiana
$4.21K -$629K -34,335 -99%
Bessemer Group
298
Bessemer Group
New Jersey
$4K -$1.98K -108 -30%
LFG
299
Larson Financial Group
Missouri
$3.85K +$4.45K +243 +2,209%
GIA
300
GHP Investment Advisors
Colorado
$3.53K +$4.27K +233 New

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.