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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
EIP
376
Ellis Investment Partners
Pennsylvania
-$340K -12,999 Closed
TF
377
Tandem Financial
Colorado
-$326K -12,479 Closed
GCM
378
Graham Capital Management
Connecticut
-$306K -11,703 Closed
FB
379
Fulton Bank
Pennsylvania
-$295K -11,277 Closed
OAM
380
Oxford Asset Management
United Kingdom
-$276K -10,581 Closed
Truist Financial
381
Truist Financial
North Carolina
-$273K -10,466 Closed
IIC
382
Integrated Investment Consultants
Michigan
-$271K -10,387 Closed
PA
383
PharVision Advisers
Florida
-$247K -9,473 Closed
CIAS
384
Capital Investment Advisory Services
North Carolina
-$222K -8,496 Closed
X
385
Xponance
Pennsylvania
-$217K -8,294 Closed
Cambridge Investment Research Advisors
386
Cambridge Investment Research Advisors
Iowa
-$214K -8,188 Closed
PAS
387
Park Avenue Securities
New York
-$207K -7,925 Closed
DG
388
DMC Group
Alabama
-$207K -7,910 Closed
PFG
389
PAX Financial Group
Texas
-$204K -7,818 Closed
MG
390
Mather Group
Illinois
-$88.9K -3,405 Closed
CCM
391
Coldstream Capital Management
Washington
-$79.5K -3,042 Closed
BWL
392
Bogart Wealth LLC
Virginia
-$26.1K -1,000 Closed
CIBC Private Wealth Group
393
CIBC Private Wealth Group
Georgia
-$17.8K -938 Closed
HCP
394
Hexagon Capital Partners
Arkansas
-$18.6K -713 Closed
WT
395
Whittier Trust
California
-$16.4K -627 Closed
BBHC
396
Brown Brothers Harriman & Co
New York
-$15.6K -597 Closed
CAL
397
Capital Advisors Ltd
Ohio
-$8.56K -467 -100%
MSG
398
Main Street Group
Virginia
-$10.6K -404 Closed
GWMI
399
Guardian Wealth Management (Illinois)
Illinois
-$4.02K -153 Closed
QC
400
Quent Capital
New York
-$3.89K -149 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.