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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
NWM
151
Nicola Wealth Management
British Columbia, Canada
$572K
Cetera Investment Advisers
152
Cetera Investment Advisers
Illinois
$565K +$191K +10,380 +68%
COPPSERS
153
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$559K -$3.67K -199 -0.8%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$543K +$65.6K +3,558 +17%
GC
155
Guggenheim Capital
Illinois
$533K +$132K +7,177 +42%
MML Investors Services
156
MML Investors Services
Massachusetts
$530K -$192K -10,432 -30%
HCA
157
Harbor Capital Advisors
Illinois
$526K -$53.1K -2,882 -11%
SG Americas Securities
158
SG Americas Securities
New York
$509K +$232K +12,582 +120%
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$508K
PA
160
Profund Advisors
Maryland
$503K +$32.5K +1,764 +8%
Mariner
161
Mariner
Kansas
$503K +$27.7K +1,503 +7%
TI
162
Trexquant Investment
Connecticut
$500K +$417K +22,637 New
QT
163
Quantbot Technologies
New York
$499K +$416K +22,587 New
OPERF
164
Oregon Public Employees Retirement Fund
Oregon
$494K -$3.69K -200 -0.9%
Stifel Financial
165
Stifel Financial
Missouri
$490K +$109K +5,903 +36%
HAI
166
Hennessy Advisors Inc
California
$486K
BF
167
BOK Financial
Oklahoma
$481K
VT
168
Vise Technologies
New York
$478K +$399K +21,640 New
SPC
169
Sigma Planning Corp
Michigan
$468K -$13.3K -721 -3%
CAU
170
Caxton Associates (UK)
$468K -$3.21M -174,125 -89%
Ensign Peak Advisors
171
Ensign Peak Advisors
Utah
$461K -$327K -17,750 -46%
RWP
172
RWA Wealth Partners
Massachusetts
$442K
HighTower Advisors
173
HighTower Advisors
Illinois
$440K +$21.5K +1,165 +6%
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$440K -$23K -1,247 -6%
BCI
175
Brinker Capital Investments
Pennsylvania
$428K +$15.5K +839 +5%

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.