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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
CT
326
Clearstead Trust
Maine
$364 +$440 +24 New
GWSG
327
GPS Wealth Strategies Group
Colorado
$346 +$18 +1 +5%
Optiver Holding
328
Optiver Holding
Netherlands
$288 -$2.73K -149 -89%
KG
329
Kilter Group
New York
$273 +$330 +18 New
WCM
330
WealthTrak Capital Management
Virginia
$152
SPIA
331
Steward Partners Investment Advisory
New York
$136 +$92 +5 +125%
AWM
332
Abound Wealth Management
Tennessee
$91
AssetMark Inc
333
AssetMark Inc
California
$76 +$92 +5 New
DPW
334
DiNuzzo Private Wealth
Pennsylvania
$46 -$128 -7 -70%
CAM
335
Creekmur Asset Management
Illinois
$39 +$37 +2 +200%
RWM
336
Rialto Wealth Management
New York
$31 +$37 +2 New
HIA
337
HFM Investment Advisors
New Jersey
$30 +$18 +1 +100%
BHWM
338
Bay Harbor Wealth Management
Maryland
$15 -$18 -1 -50%
DWM
339
Darwin Wealth Management
Florida
$12
DRZID
340
DePrince Race & Zollo Inc (DRZ)
Florida
-$33.5M -1,281,699 Closed
BTW
341
Boston Trust Walden
Massachusetts
-$21.8M -836,173 Closed
GACM
342
Global Alpha Capital Management
Quebec, Canada
-$19.1M -729,481 Closed
WCCM
343
Webs Creek Capital Management
Texas
-$15.4M -587,968 Closed
Massachusetts Financial Services
344
Massachusetts Financial Services
Massachusetts
-$13.9M -530,854 Closed
Alyeska Investment Group
345
Alyeska Investment Group
Illinois
-$10.6M -407,170 Closed
GIP
346
Granite Investment Partners
California
-$7.7M -294,847 Closed
KCM
347
Kennedy Capital Management
Missouri
-$4.48M -171,616 Closed
GJL
348
Gendell Jeffrey L
-$4.38M -167,795 Closed
Connor, Clark & Lunn Investment Management (CC&L)
349
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$4.1M -156,777 Closed
First Eagle Investment Management
350
First Eagle Investment Management
New York
-$3.71M -141,993 Closed

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.