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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
RWP
176
RWA Wealth Partners
Massachusetts
$303K +$367K +20,000 New
KAS
177
Kestra Advisory Services
Texas
$288K +$189K +10,293 +119%
HighTower Advisors
178
HighTower Advisors
Illinois
$285K -$13K -708 -4%
BCI
179
Brinker Capital Investments
Pennsylvania
$281K +$32.8K +1,792 +11%
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$272K +$90.3K +4,927 +38%
Pictet Asset Management
181
Pictet Asset Management
Switzerland
$263K -$4.12K -225 -1%
Marshall Wace
182
Marshall Wace
United Kingdom
$258K +$312K +17,005 New
GC
183
Guggenheim Capital
Illinois
$257K +$56.4K +3,075 +22%
QWP
184
Quotient Wealth Partners
Texas
$257K +$114K +6,204 +58%
CC
185
Centiva Capital
New York
$256K -$405K -22,101 -57%
VF
186
Virtu Financial
New York
$255K +$309K +16,840 New
KeyBank National Association
187
KeyBank National Association
Ohio
$252K -$52.7K -2,876 -15%
Stifel Financial
188
Stifel Financial
Missouri
$247K +$3.76K +205 +1%
JSSH
189
J. Safra Sarasin Holding
$246K
HAM
190
Hedges Asset Management
Nevada
$243K +$293K +16,000 New
Cetera Investment Advisers
191
Cetera Investment Advisers
Illinois
$231K -$141K -7,713 -34%
Teacher Retirement System of Texas
192
Teacher Retirement System of Texas
Texas
$229K +$11.9K +651 +5%
WSFS
193
Wilmington Savings Fund Society
Delaware
$222K -$4.09K -223 -1%
AI
194
Atria Investments
North Carolina
$221K +$48.4K +2,641 +22%
SC
195
Savant Capital
Illinois
$217K -$95.5K -5,208 -27%
RA
196
Royce & Associates
New York
$214K -$162K -8,846 -39%
SWM
197
Scissortail Wealth Management
Oklahoma
$212K
SSA
198
Schonfeld Strategic Advisors
New York
$212K -$1.43M -77,784 -85%
HSBC Holdings
199
HSBC Holdings
United Kingdom
$205K -$159K -8,700 -39%
FIM
200
Fruth Investment Management
Texas
$203K

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.