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Helmerich & Payne

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: 340337 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$5.93M -$296K -16,052 -6%
UBS AM
52
UBS AM
Illinois
$5.46M -$796K -43,162 -15%
Grantham, Mayo, Van Otterloo & Co (GMO)
53
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.45M +$4.55M +246,800 New
EP
54
Edgestream Partners
New Jersey
$5.09M +$4.25M +230,615 New
PEAK6
55
PEAK6
Illinois
$4.97M +$4.14M +224,815 New
Wells Fargo
56
Wells Fargo
California
$4.91M +$283K +15,333 +7%
N
57
Nuveen
North Carolina
$4.67M +$30.4K +1,647 +0.8%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$4.57M +$1.16M +62,991 +44%
WCM
59
Wedge Capital Management
North Carolina
$4.28M -$1.29M -70,075 -27%
Swiss National Bank
60
Swiss National Bank
Switzerland
$4.26M +$53.5K +2,900 +2%
Universal-Beteiligungs- und Servicegesellschaft
61
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4M +$718K +38,927 +27%
Citadel Advisors
62
Citadel Advisors
Florida
$3.66M +$598K +32,458 +24%
DIA
63
Dean Investment Associates
Ohio
$3.59M -$1.27M -69,032 -30%
Barclays
64
Barclays
United Kingdom
$3.57M -$7.69M -417,401 -72%
AQR Capital Management
65
AQR Capital Management
Connecticut
$3.54M +$932K +50,565 +46%
Canada Life
66
Canada Life
Manitoba, Canada
$3.5M +$85.9K +4,662 +3%
FGP
67
Freestone Grove Partners
California
$3.26M +$1.85M +100,457 +213%
PA
68
Pinnacle Associates
New York
$3.14M -$93.3K -5,062 -3%
MLIM
69
Mountain Lake Investment Management
Florida
$3.01M +$2.51M +136,393 New
DCM
70
Dean Capital Management
Kansas
$2.96M -$966K -52,424 -28%
MCC
71
Money Concepts Capital
Florida
$2.95M +$70K +3,799 +3%
GWI
72
Grace & White Inc
New York
$2.92M -$137K -7,450 -5%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.91M -$29.3M -1,588,919 -92%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$2.72M -$1.04M -56,399 -31%
CM
75
CoreCommodity Management
Connecticut
$2.66M -$1.29M -69,943 -37%

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.