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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
SIC
301
SJS Investment Consulting
Ohio
$3.25K +$55 +3 +1%
BFS
302
Bare Financial Services
Pennsylvania
$3.23K +$2.97K +162 +318%
TF
303
Tompkins Financial
New York
$2.71K
AAP
304
Arax Advisory Partners
Colorado
$2.63K +$1.81K +99 +134%
MCM
305
MV Capital Management
Maryland
$2.41K +$2.71K +148 +1,345%
AG
306
AmeriFlex Group
Nevada
$2.27K
RTL
307
Red Tortoise LLC
Georgia
$2.23K +$1.23K +67 +84%
CMP
308
Coston McIsaac & Partners
Maine
$2K
CPG
309
Cornerstone Planning Group
New Jersey
$1.41K -$1.81K -99 -52%
CT
310
Colonial Trust
South Carolina
$1.4K
PWMG
311
Prestige Wealth Management Group
New Jersey
$1.4K +$1.69K +92 New
CAWM
312
Capital A Wealth Management
Pennsylvania
$1.38K +$697 +38 New
RIL
313
Rothschild Investment LLC
Illinois
$1.36K +$825 +45 +100%
National Bank of Canada
314
National Bank of Canada
Quebec, Canada
$1.24K +$1.5K +82 New
BGAI
315
Bruce G. Allen Investments
Colorado
$1.2K +$843 +46 +139%
Mitsubishi UFJ Asset Management
316
Mitsubishi UFJ Asset Management
Japan
$1.09K
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$1.06K
KFI
318
Key Financial Inc
Pennsylvania
$970
RWS
319
Retirement Wealth Solutions
Wisconsin
$955 +$18 +1 +2%
QL
320
Quarry LP
New York
$864 -$55.7K -3,037 -98%
SWM
321
Spire Wealth Management
Virginia
$758
VWA
322
Valued Wealth Advisors
Utah
$698
TPWA
323
Twin Peaks Wealth Advisors
California
$598 +$623 +34 New
AF
324
Advisornet Financial
Minnesota
$591
CTB
325
Country Trust Bank
Illinois
$455 +$550 +30 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.