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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
BlackRock
1
BlackRock
New York
$320M -$2.86M -154,907 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$240M -$2.53M -137,433 -1%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$173M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$110M -$7.41M -401,938 -7%
State Street
5
State Street
Massachusetts
$92.5M +$1.89M +102,335 +3%
American Century Companies
6
American Century Companies
Missouri
$76.7M +$4.6M +249,425 +8%
EARNEST Partners
7
EARNEST Partners
Georgia
$69.5M -$1.83M -99,256 -3%
Invesco
8
Invesco
Georgia
$66.3M +$796K +43,158 +1%
Morgan Stanley
9
Morgan Stanley
New York
$62.7M +$11.5M +625,384 +28%
Victory Capital Management
10
Victory Capital Management
Texas
$58.3M -$19.3M -1,047,808 -28%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$51.5M +$66.6K +3,613 +0.2%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$47.1M +$1.62M +87,882 +4%
Fisher Asset Management
13
Fisher Asset Management
Washington
$37.7M -$1M -54,418 -3%
VanEck Associates
14
VanEck Associates
New York
$34.2M +$4.27M +231,737 +18%
Northern Trust
15
Northern Trust
Illinois
$29.5M +$145K +7,874 +0.6%
Charles Schwab
16
Charles Schwab
California
$28.5M -$1.22M -66,025 -5%
Ameriprise
17
Ameriprise
Minnesota
$26.9M +$17.1M +925,921 +317%
FFH
18
Fairfax Financial Holdings
Ontario, Canada
$25.9M +$3.69M +200,000 +21%
LSV Asset Management
19
LSV Asset Management
Illinois
$25.4M -$4.82M -261,709 -19%
Goldman Sachs
20
Goldman Sachs
New York
$22.6M +$9.35M +507,254 +98%
UBS Group
21
UBS Group
Switzerland
$21.8M +$3.59M +194,971 +25%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$21.5M -$611K -33,138 -3%
SI
23
Sprott Inc
Ontario, Canada
$21.4M -$149K -8,100 -0.8%
ECA
24
Encompass Capital Advisors
New York
$17.3M +$14.5M +785,107 New
Bank of America
25
Bank of America
North Carolina
$15.8M -$2.21M -119,870 -14%

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.