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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
BlackRock
1
BlackRock
New York
$222M -$11.3M -617,340 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$167M +$566K +30,899 +0.3%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$119M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$81.4M -$2.03M -110,760 -2%
State Street
5
State Street
Massachusetts
$62M -$2M -109,005 -3%
Victory Capital Management
6
Victory Capital Management
Texas
$55.9M +$2.45M +133,512 +4%
EARNEST Partners
7
EARNEST Partners
Georgia
$49.2M +$549K +29,976 +0.9%
American Century Companies
8
American Century Companies
Missouri
$48.9M +$4.41M +240,771 +8%
Invesco
9
Invesco
Georgia
$44.9M +$4.69M +255,794 +9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$35.3M -$200K -10,928 -0.5%
Morgan Stanley
11
Morgan Stanley
New York
$33.5M +$4.05M +221,146 +11%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$31M +$23.8M +1,298,510 +174%
Fisher Asset Management
13
Fisher Asset Management
Washington
$26.7M -$1.67M -91,008 -5%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.1M +$5.88M +321,004 +23%
LSV Asset Management
15
LSV Asset Management
Illinois
$21.4M -$1.72M -93,700 -6%
Charles Schwab
16
Charles Schwab
California
$20.5M -$2.06M -112,111 -8%
Northern Trust
17
Northern Trust
Illinois
$20.1M -$5.3M -289,394 -18%
VanEck Associates
18
VanEck Associates
New York
$20M -$3.42M -186,367 -12%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$15.3M -$1.56M -85,213 -8%
SI
20
Sprott Inc
Ontario, Canada
$14.8M +$5.37M +292,735 +43%
FFH
21
Fairfax Financial Holdings
Ontario, Canada
$14.8M +$3.67M +200,000 +26%
Bank of America
22
Bank of America
North Carolina
$12.7M +$79.3K +4,324 +0.5%
UBS Group
23
UBS Group
Switzerland
$12M -$9.53M -520,124 -40%
Norges Bank
24
Norges Bank
Norway
$10.6M +$6.63M +361,717 +108%
SBH
25
Segall Bryant & Hamill
Illinois
$9.49M -$290K -15,795 -2%

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.