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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
TPWA
326
Twin Peaks Wealth Advisors
California
$4.32K +$4.09K +120 New
HHCP
327
Hilton Head Capital Partners
South Carolina
$3.66K +$34 +1 +1%
BWA
328
Basecamp Wealth Advisors
Washington
$3.64K -$5.63K -165 -62%
ACM
329
Aster Capital Management
United Arab Emirates
$3.6K +$4.71K +138 New
AUB
330
Atlantic Union Bankshares
Virginia
$3.6K
JWA
331
JFS Wealth Advisors
Pennsylvania
$3.6K +$273 +8 +9%
CPG
332
Cornerstone Planning Group
New Jersey
$3.58K -$102 -3 -3%
FFO
333
Fortitude Family Office
Arizona
$3.57K +$2.42K +71 +254%
PWMG
334
Prestige Wealth Management Group
New Jersey
$3.31K
RWM
335
Rialto Wealth Management
New York
$2.67K +$34 +1 +1%
KG
336
Kilter Group
New York
$2.63K
Mitsubishi UFJ Asset Management
337
Mitsubishi UFJ Asset Management
Japan
$2.59K
JFGIW
338
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.52K
MCA
339
McGuire Capital Advisors
Oklahoma
$2.36K +$34 +1 +2%
BGAI
340
Bruce G. Allen Investments
Colorado
$2.34K
FMII
341
Farmers & Merchants Investments Inc
Nebraska
$2.34K
KFI
342
Key Financial Inc
Pennsylvania
$2.31K
BIA
343
Bell Investment Advisors
California
$2.2K
TFA
344
Transamerica Financial Advisors
Florida
$2.11K -$34 -1 -2%
AssetMark Inc
345
AssetMark Inc
California
$1.84K +$614 +18 +55%
SWM
346
Spire Wealth Management
Virginia
$1.8K
II
347
Inspire Investing
Idaho
$1.74K +$102 +3 +7%
VWA
348
Valued Wealth Advisors
Utah
$1.66K
AGWCA
349
Annis Gardner Whiting Capital Advisors
Florida
$1.62K
TCM
350
TD Capital Management
Tennessee
$1.42K +$1.33K +39 New