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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
AAM
76
Advisors Asset Management
Colorado
$2.61M +$828K +44,906 +61%
JP Morgan Chase
77
JP Morgan Chase
New York
$2.53M -$2.03M -109,893 -49%
Prudential Financial
78
Prudential Financial
New Jersey
$2.46M +$157K +8,495 +8%
Marshall Wace
79
Marshall Wace
United Kingdom
$2.38M +$1.67M +90,841 +534%
AllianceBernstein
80
AllianceBernstein
Tennessee
$2.25M -$149K -8,063 -7%
PCM
81
Palisade Capital Management
New Jersey
$2.22M +$71.9K +3,902 +4%
LIP
82
Lighthouse Investment Partners
Florida
$2.21M +$1.84M +100,000 New
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$2.2M +$7.37K +400 +0.4%
RB
84
Rodgers Brothers
Pennsylvania
$2.13M -$152K -8,250 -8%
T. Rowe Price Associates
85
T. Rowe Price Associates
Maryland
$2.1M +$63.6K +3,451 +4%
TWM
86
TCFG Wealth Management
California
$2.08M +$800K +43,412 +86%
Deutsche Bank
87
Deutsche Bank
Germany
$2.03M -$4.11M -222,998 -71%
Nisa Investment Advisors
88
Nisa Investment Advisors
Missouri
$2.02M -$192K -10,404 -10%
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$2.01M +$74 +4 +0%
CICI
90
Capital Investment Counsel Inc
North Carolina
$2.01M -$20.2K -1,098 -1%
PCMF
91
Private Capital Management (Florida)
Florida
$1.94M -$136K -7,400 -8%
LCM
92
Legato Capital Management
California
$1.85M -$606K -32,853 -28%
Comerica Bank
93
Comerica Bank
Texas
$1.67M -$340K -18,452 -20%
Creative Planning
94
Creative Planning
Kansas
$1.64M +$739K +40,095 +118%
IP
95
Interval Partners
New York
$1.59M +$437K +23,680 +49%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$1.58M -$25.1K -1,364 -2%
Franklin Resources
97
Franklin Resources
California
$1.56M +$34K +1,847 +3%
IIM
98
INTECH Investment Management
Florida
$1.55M -$263K -14,254 -17%
Verition Fund Management
99
Verition Fund Management
Connecticut
$1.54M -$2.22M -120,330 -63%
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$1.53M +$140K +7,592 +12%

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.