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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
DIA
51
Dean Investment Associates
Ohio
$3.51M +$1.28M +69,833 +43%
JP Morgan Chase
52
JP Morgan Chase
New York
$3.4M -$1.09M -59,667 -21%
Prudential Financial
53
Prudential Financial
New Jersey
$3.38M +$107K +5,840 +6%
N
54
Nuveen
North Carolina
$3.18M -$704K -38,378 -15%
Wells Fargo
55
Wells Fargo
California
$3.14M +$75.8K +4,134 +2%
Voloridge Investment Management
56
Voloridge Investment Management
Florida
$2.98M +$3.6M +196,321 New
CAU
57
Caxton Associates (UK)
$2.96M +$3.11M +169,839 +667%
CM
58
CoreCommodity Management
Connecticut
$2.88M +$1.08M +58,822 +45%
Verition Fund Management
59
Verition Fund Management
Connecticut
$2.88M +$1.53M +83,592 +79%
Swiss National Bank
60
Swiss National Bank
Switzerland
$2.88M -$27.5K -1,500 -0.8%
First Trust Advisors
61
First Trust Advisors
Illinois
$2.88M -$1.04M -56,545 -23%
EIP
62
Energy Income Partners
Connecticut
$2.86M -$55.9K -3,052 -2%
DCM
63
Dean Capital Management
Kansas
$2.83M +$1.3M +71,173 +62%
EGM
64
Engineers Gate Manager
New York
$2.81M +$3.39M +185,046 New
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$2.72M -$136K -7,426 -4%
SPS
66
Susquehanna Portfolio Strategies
Pennsylvania
$2.61M +$3.15M +171,901 New
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$2.59M +$57.3K +3,127 +2%
Nordea Investment Management
68
Nordea Investment Management
Sweden
$2.36M +$38.3K +2,090 +1%
Canada Life
69
Canada Life
Manitoba, Canada
$2.31M +$190K +10,360 +7%
Raymond James Financial
70
Raymond James Financial
Florida
$2.25M +$198K +10,794 +8%
PA
71
Pinnacle Associates
New York
$2.23M -$912K -49,745 -25%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$2.18M +$505K +27,526 +24%
Universal-Beteiligungs- und Servicegesellschaft
73
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.15M -$1.14M -62,234 -30%
GWI
74
Grace & White Inc
New York
$2.12M +$484K +26,400 +23%
Citadel Advisors
75
Citadel Advisors
Florida
$2.02M +$2.44M +133,190 New

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.