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Helmerich & Payne
HP

337 hedge funds and large institutions have $2.15B invested in Helmerich & Payne in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 117 increasing their positions, 118 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $24M

45% more capital invested

Capital invested by funds: $1.48B → $2.15B (+$661M)

0% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 51

0.66% less ownership

Funds ownership: 98.31% → 97.66% (-0.66%)

1% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 118

1% less funds holding

Funds holding: 340 → 337 (-3)

Holders
337
Holders Change
-3
Holders Change %
-0.88%
% of All Funds
4.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
51
Increased
117
Reduced
118
Closed
51
Calls
$43.9M
Puts
$24M
Net Calls
+$20M
Net Calls Change
+$15.7M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$17.1M
2
ECA
Encompass Capital Advisors
New York
+$14.5M
3
Morgan Stanley
Morgan Stanley
New York
+$11.5M
4
Goldman Sachs
Goldman Sachs
New York
+$9.35M
5
Millennium Management
Millennium Management
New York
+$9.23M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$29.3M
2
Victory Capital Management
Victory Capital Management
Texas
-$19.3M
3
Barclays
Barclays
United Kingdom
-$7.69M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$7.41M
5
Jane Street
Jane Street
New York
-$6.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
SOW
376
State of Wyoming
Wyoming
– -$6.37K -420 Closed
WIM
377
Westside Investment Management
California
– -$5.41K -340 Closed
KIM
378
Kestra Investment Management
Texas
– -$7.58K -290 Closed
NA
379
NewEdge Advisors
Louisiana
– -$4.21K -278 Closed
SIC
380
SJS Investment Consulting
Ohio
– -$3.25K -214 Closed
CT
381
Colonial Trust
South Carolina
– -$1.4K -91 Closed
TPWA
382
Twin Peaks Wealth Advisors
California
– -$598 -34 Closed
WCM
383
WealthTrak Capital Management
Virginia
– -$152 -10 Closed
AWM
384
Abound Wealth Management
Tennessee
– -$91 -6 Closed
HWM
385
Hemington Wealth Management
Virginia
– -$37 -2 -22%
HIA
386
HFM Investment Advisors
New Jersey
– -$30 -2 Closed
CAL
387
Capital Advisors Ltd
Ohio
– -$18 -1 -50%
CCM
388
Cloud Capital Management
Washington
– +$92 +5 New
AW
389
Avion Wealth
Texas
– +$461 +25 New
12 13 14 15
16

HP Hedge Fund Activity: Q3 2025 in Review

337 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q3 2025, worth a combined $2.15B — up 45% from $1.48B a quarter earlier.

Fund positioning in HP was balanced in Q3 2025: 51 funds opened new positions, 51 closed out, 117 added to existing stakes and 118 trimmed.

The largest buyer was Ameriprise, adding an estimated $17.1M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $29.3M.

  • 337 institutional investors held Helmerich & Payne (HP) as of Q3 2025, down from 340 in Q2 2025.
  • Funds reported $2.15B of Helmerich & Payne stock for Q3 2025, up 45% quarter-over-quarter.
  • 51 funds opened new Helmerich & Payne positions in Q3 2025 and 51 closed out, a net change of 0 holders.
  • The largest Helmerich & Payne buyer in Q3 2025 was Ameriprise, an estimated $17.1M added.
  • The largest Helmerich & Payne seller in Q3 2025 was Manulife (Manufacturers Life Insurance), an estimated $29.3M sold.

Based on aggregated 13F filings for Q3 2025.