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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
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$1.11M +$1.96K +107 +0.1%
AAM
102
Advisors Asset Management
Colorado
$1.11M +$1.34M +73,052 New
Franklin Resources
103
Franklin Resources
California
$1.04M -$15.1K -824 -1%
Point72 Asset Management
104
Point72 Asset Management
Connecticut
$988K -$152K -8,289 -11%
HSA
105
Hussman Strategic Advisors
Maryland
$955K +$1.15M +63,000 New
XT
106
XTX Topco
Cayman Islands
$949K +$1.15M +62,602 New
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$935K +$406K +22,139 +56%
SOADOR
108
State of Alaska Department of Revenue
Alaska
$897K +$76.2K +4,158 +8%
MIM
109
MetLife Investment Management
New Jersey
$881K
CCIA
110
Campbell & Co Investment Adviser
Maryland
$850K -$11.1K -603 -1%
Calamos Advisors
111
Calamos Advisors
Illinois
$816K
Mirae Asset Global ETFs Holdings
112
Mirae Asset Global ETFs Holdings
Hong Kong
$803K -$103K -5,629 -10%
TWM
113
TCFG Wealth Management
California
$766K +$926K +50,536 New
US Bancorp
114
US Bancorp
Minnesota
$761K -$26.3K -1,432 -3%
CAM
115
Cozad Asset Management
Illinois
$749K +$66.9K +3,651 +8%
Canada Pension Plan Investment Board
116
Canada Pension Plan Investment Board
Ontario, Canada
$746K -$667K -36,400 -43%
IP
117
Interval Partners
New York
$735K +$889K +48,479 New
FC
118
Farringdon Capital
United Kingdom
$716K +$865K +47,211 New
FGP
119
Freestone Grove Partners
California
$715K +$95K +5,181 +12%
ECM
120
Evergreen Capital Management
Washington
$707K +$335K +18,287 +65%
LSERS
121
Louisiana State Employees Retirement System
Louisiana
$703K -$7.33K -400 -0.9%
IMRF
122
Illinois Municipal Retirement Fund
Illinois
$687K -$122K -6,671 -13%
RCM
123
Radnor Capital Management
Pennsylvania
$662K +$11.5K +630 +1%
YCM
124
Yousif Capital Management
Michigan
$602K +$17K +928 +2%
CWM
125
Cadence Wealth Management
Massachusetts
$602K +$322K +17,559 +79%

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.