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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
Neuberger Berman Group
201
Neuberger Berman Group
New York
$202K -$131K -7,134 -35%
RI
202
Ridgewood Investments
New Jersey
$198K -$5.65K -308 -2%
ETC
203
Exchange Traded Concepts
Oklahoma
$194K +$150K +8,179 +176%
TBC
204
Tweedy, Browne Co
Connecticut
$194K +$235K +12,826 New
MOACM
205
Mutual of America Capital Management
New York
$194K -$31.2K -1,701 -12%
Brown Advisory
206
Brown Advisory
Maryland
$192K +$232K +12,675 New
Public Employees Retirement Association of Colorado
207
Public Employees Retirement Association of Colorado
Colorado
$192K
SC
208
SummitTX Capital
Texas
$191K +$231K +12,624 New
FFA
209
Farther Finance Advisors
California
$190K -$6.62K -361 -3%
Cerity Partners
210
Cerity Partners
New York
$189K +$53.8K +2,937 +31%
AC
211
AXQ Capital
New Jersey
$189K +$228K +12,439 New
OW
212
Olistico Wealth
Oklahoma
$183K -$9.17K -500 -4%
JF
213
Jump Financial
Illinois
$182K +$220K +12,007 New
CWM
214
CIBC World Markets
New York
$181K -$182K -9,944 -45%
AWF
215
Alpha Wealth Funds
Utah
$180K +$214K +11,700 New
JFG
216
Jefferies Financial Group
New York
$174K +$211K +11,490 New
RC
217
Rexford Capital
Texas
$168K +$203K +11,100 New
CAI
218
Capital Advisors Inc
Oklahoma
$167K -$3.98K -217 -2%
TRCT
219
Tower Research Capital (TRC)
New York
$166K +$115K +6,287 +135%
Walleye Capital
220
Walleye Capital
New York
$164K +$198K +10,823 New
AHL
221
Abel Hall LLC
Louisiana
$163K +$197K +10,753 New
COI
222
Connable Office Inc
Michigan
$161K
VI
223
Versor Investments
New York
$160K -$274K -14,948 -59%
EI
224
Ethic Inc
New York
$160K +$191K +10,396 New
SG Americas Securities
225
SG Americas Securities
New York
$158K +$53.3K +2,905 +39%

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.