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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
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$9.49M +$8.3M +452,569 +261%
SFM
27
Systematic Financial Management
New Jersey
$9.46M +$315K +17,203 +3%
Barclays
28
Barclays
United Kingdom
$8.78M +$8.23M +449,226 +346%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$8.46M +$8.31M +453,561 +435%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$8.04M +$2.12M +115,597 +28%
BCM
31
Bridgeway Capital Management
Texas
$7.84M +$9.48M +517,246 New
Goldman Sachs
32
Goldman Sachs
New York
$7.83M -$4.01M -218,812 -30%
Principal Financial Group
33
Principal Financial Group
Iowa
$7.47M -$37.6K -2,052 -0.4%
Jane Street
34
Jane Street
New York
$6.31M +$3.42M +186,764 +81%
NIG
35
NFJ Investment Group
Texas
$5.84M +$4.16M +227,105 +144%
KCM
36
Kornitzer Capital Management
Kansas
$5.65M -$123K -6,703 -2%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$5.54M -$163K -8,897 -2%
Macquarie Group
38
Macquarie Group
Australia
$5.44M +$1.09M +59,269 +20%
EF
39
Empowered Funds
Pennsylvania
$5.31M +$6.24M +340,531 +3,600%
Public Sector Pension Investment Board (PSP Investments)
40
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.13M +$426K +23,261 +7%
Deutsche Bank
41
Deutsche Bank
Germany
$4.77M -$708K -38,627 -11%
GCM
42
Gibraltar Capital Management
Oklahoma
$4.72M +$5.71M +311,492 New
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$4.59M +$82.5K +4,502 +2%
Ameriprise
44
Ameriprise
Minnesota
$4.43M -$199K -10,875 -4%
UBS AM
45
UBS AM
Illinois
$4.4M +$1.41M +76,722 +36%
Legal & General Group
46
Legal & General Group
United Kingdom
$4.31M -$71.4K -3,896 -1%
WCM
47
Wedge Capital Management
North Carolina
$4M +$1.73M +94,625 +56%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$3.87M +$4.69M +255,590 New
Allspring Global Investments
49
Allspring Global Investments
North Carolina
$3.8M -$4.22M -230,103 -49%
Renaissance Technologies
50
Renaissance Technologies
New York
$3.62M +$2.67M +145,400 +155%

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.