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Helmerich & Payne
HP

Overview Fund Activity

338 hedge funds and large institutions have $1.48B invested in Helmerich & Payne in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 128 increasing their positions, 103 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
-13
Holders Change %
-3.7%
% of All Funds
4.53%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
64
Increased
128
Reduced
103
Closed
69
Calls
$24.4M
Puts
$20.1M
Net Calls
+$4.28M
Net Calls Change
+$8.77M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$31M
2
BCM
Bridgeway Capital Management
Texas
$7.84M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.46M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$9.49M
5
Barclays
Barclays
United Kingdom
$8.78M

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$0
2
BTW
Boston Trust Walden
Massachusetts
$0
3
GACM
Global Alpha Capital Management
Quebec, Canada
$0
4
WCCM
Webs Creek Capital Management
Texas
$0
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
301
Bare Financial Services
Pennsylvania
$3.23K +$2.46K +162 +318%
TF
302
Tompkins Financial
New York
$2.71K – – –
AAP
303
Arax Advisory Partners
Colorado
$2.63K +$1.51K +99 +134%
MCM
304
MV Capital Management
Maryland
$2.41K +$2.24K +148 +1,345%
AG
305
AmeriFlex Group
Nevada
$2.27K – – –
RTL
306
Red Tortoise LLC
Georgia
$2.23K +$1.02K +67 +84%
CMP
307
Coston McIsaac & Partners
Maine
$2K – – –
CPG
308
Cornerstone Planning Group
New Jersey
$1.41K -$1.55K -99 -52%
CT
309
Colonial Trust
South Carolina
$1.4K – – –
PWMG
310
Prestige Wealth Management Group
New Jersey
$1.4K +$1.4K +92 New
RIL
311
Rothschild Investment LLC
Illinois
$1.36K +$682 +45 +100%
National Bank of Canada
312
National Bank of Canada
Quebec, Canada
$1.24K +$1.24K +82 New
BGAI
313
Bruce G. Allen Investments
Colorado
$1.2K +$698 +46 +139%
Mitsubishi UFJ Asset Management
314
Mitsubishi UFJ Asset Management
Japan
$1.09K – – –
FMII
315
Farmers & Merchants Investments Inc
Nebraska
$1.06K – – –
KFI
316
Key Financial Inc
Pennsylvania
$970 – – –
RWS
317
Retirement Wealth Solutions
Wisconsin
$955 +$15 +1 +2%
QL
318
Quarry LP
New York
$864 -$46K -3,037 -98%
SWM
319
Spire Wealth Management
Virginia
$758 – – –
VWA
320
Valued Wealth Advisors
Utah
$698 – – –
TPWA
321
Twin Peaks Wealth Advisors
California
$598 +$598 +34 New
AF
322
Advisornet Financial
Minnesota
$591 – – –
CTB
323
Country Trust Bank
Illinois
$455 +$455 +30 New
CT
324
Clearstead Trust
Maine
$364 +$364 +24 New
GWSG
325
GPS Wealth Strategies Group
Colorado
$346 +$15 +1 +5%
11 12
13
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