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Helmerich & Payne

374 hedge funds and large institutions have $3.71B invested in Helmerich & Payne in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 128 increasing their positions, 110 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $28.4M | Put options by funds: $16M

55% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 42

31% more capital invested

Capital invested by funds: $2.83B → $3.71B (+$885M)

16% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 110

4% more funds holding

Funds holding: 359374 (+15)

3.09% more ownership

Funds ownership: 100.21%103.29% (+3.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
374
Holders Change
+15
Holders Change %
+4.18%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
65
Increased
128
Reduced
110
Closed
42
Calls
$28.4M
Puts
$16M
Net Calls
+$12.4M
Net Calls Change
-$10M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
301
Larson Financial Group
Missouri
$13.7K
KTC
302
Kentucky Trust Company
Kentucky
$13.2K
CCWM
303
Cassaday & Co Wealth Management
Virginia
$12.4K +$11.7K +343 New
QC
304
Quent Capital
New York
$12.1K -$15.2K -445 -57%
CSPIA
305
Cary Street Partners Investment Advisory
Virginia
$11K +$1.5K +44 +17%
AAG
306
Armstrong Advisory Group
Massachusetts
$10.8K
IAIM
307
International Assets Investment Management
Florida
$10.4K +$34 +1 +0.3%
PUI
308
Purpose Unlimited Inc
$9.91K +$9.38K +275 New
C
309
Covestor
United Kingdom
$9K -$187K -5,497 -96%
OCWP
310
Owl Creek Wealth Partners
Colorado
$8.83K +$8.36K +245 New
MCM
311
MV Capital Management
Maryland
$8.58K +$34 +1 +0.4%
PWA
312
Physician Wealth Advisors
Utah
$8.5K -$3.41K -100 -30%
SFCL
313
Strengthening Families & Communities LLC
Massachusetts
$8.49K +$8.05K +236 New
MO
314
McMillan Office
Michigan
$7.21K
HNW
315
High Note Wealth
Minnesota
$6.7K
CFO
316
CVA Family Office
Colorado
$6.56K +$5.56K +163 +858%
TF
317
Tompkins Financial
New York
$6.45K
AAP
318
Arax Advisory Partners
Colorado
$6.33K -$12K -353 -67%
BFS
319
Bare Financial Services
Pennsylvania
$6.23K +$1.94K +57 +49%
LSA
320
Leonteq Securities AG
Switzerland
$5.55K -$26.3K -770 -83%
RTL
321
Red Tortoise LLC
Georgia
$5.3K
EP
322
Essential Partners
California
$5.08K
CMP
323
Coston McIsaac & Partners
Maine
$5K
GSEP
324
Golden State Equity Partners
California
$4.86K +$4.6K +135 New
KFAS
325
Keating Financial Advisory Services
Kansas
$4.65K +$2.97K +87 +207%