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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
HC
126
Hara Capital
Washington
$596K -$937K -51,116 -57%
TC
127
Tejara Capital
United Kingdom
$591K +$715K +39,000 New
RFC
128
Regions Financial Corp
Alabama
$590K +$159K +8,657 +29%
Ensign Peak Advisors
129
Ensign Peak Advisors
Utah
$585K
CSP
130
Cary Street Partners
Virginia
$579K +$372K +20,291 +113%
BDWCC
131
B&D White Capital Company
Texas
$561K +$678K +37,000 New
Squarepoint
132
Squarepoint
New York
$553K -$531K -28,993 -44%
BP
133
BWM Planning
Texas
$552K -$111K -6,044 -14%
OAM
134
Oppenheimer Asset Management
New York
$537K -$19.6K -1,069 -3%
WBWA
135
William B. Walkup & Associates
South Carolina
$534K
KK
136
KLP Kapitalforvaltning
Norway
$526K +$268K +14,600 +73%
MML Investors Services
137
MML Investors Services
Massachusetts
$522K +$71.4K +3,897 +13%
Creative Planning
138
Creative Planning
Kansas
$515K +$150K +8,164 +32%
FC
139
FORA Capital
Florida
$500K +$605K +32,995 New
TRSOTSOK
140
Teachers Retirement System of the State of Kentucky
Kentucky
$483K -$45.3K -2,470 -7%
CWM
141
Congress Wealth Management
Massachusetts
$474K +$573K +31,256 New
A
142
AlphaQuest
New York
$458K +$84.4K +4,605 +18%
New York State Common Retirement Fund
143
New York State Common Retirement Fund
New York
$454K -$2.48M -135,530 -82%
ASRS
144
Arizona State Retirement System
Arizona
$440K +$12.4K +674 +2%
MSRPS
145
Maryland State Retirement & Pension System
Maryland
$440K
QCM
146
Quantinno Capital Management
New York
$437K +$325K +17,718 +160%
AB
147
Amalgamated Bank
New York
$430K +$1.71K +93 +0.3%
BEI
148
Benjamin Edwards Inc
Missouri
$424K +$513K +27,968 New
State Board of Administration of Florida Retirement System
149
State Board of Administration of Florida Retirement System
Florida
$405K
HCA
150
Harbor Capital Advisors
Illinois
$404K -$49.5K -2,699 -9%

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.