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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
BA
351
Bridgewater Associates
Connecticut
-$3.27M -125,341 Closed
Axa
352
Axa
France
-$2.92M -111,747 Closed
D.E. Shaw & Co
353
D.E. Shaw & Co
New York
-$1.12M -60,995 Closed
Jacobs Levy Equity Management
354
Jacobs Levy Equity Management
New Jersey
-$1.48M -56,740 Closed
CAM
355
Cresset Asset Management
Illinois
-$1.43M -54,620 Closed
CF
356
Corebridge Financial
Texas
-$1.34M -51,473 Closed
TI
357
Tidal Investments
Wisconsin
-$1.12M -42,727 Closed
CCM
358
Cobalt Capital Management
New Jersey
-$1.04M -40,000 Closed
HCM
359
Hilton Capital Management
New York
-$1.02M -39,105 Closed
BPC
360
Bryce Point Capital
New York
-$908K -34,796 Closed
AIMCA
361
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$870K -33,300 Closed
AWM
362
Adams Wealth Management
Utah
-$757K -28,979 Closed
CI
363
CacheTech Inc
Utah
-$757K -28,979 Closed
QCG
364
Quadrant Capital Group
Ohio
-$687K -26,285 Closed
QT
365
Quantbot Technologies
New York
-$650K -24,882 Closed
FDCDDQ
366
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$632K -24,170 Closed
MF
367
Magnetar Financial
Illinois
-$628K -24,025 Closed
GAM
368
Gotham Asset Management
New York
-$573K -21,954 Closed
Natixis Advisors
369
Natixis Advisors
Massachusetts
-$497K -19,023 Closed
Bank of Nova Scotia
370
Bank of Nova Scotia
Ontario, Canada
-$487K -18,638 Closed
PTC
371
Petrus Trust Company
Texas
-$468K -17,930 Closed
EWA
372
Exencial Wealth Advisors
Oklahoma
-$396K -15,158 Closed
IC
373
IEQ Capital
California
-$395K -15,112 Closed
CL
374
Choreo LLC
Illinois
-$393K -15,041 Closed
Schroder Investment Management Group
375
Schroder Investment Management Group
United Kingdom
-$334K -13,216 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.