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Seadrill

186 hedge funds and large institutions have $1.72B invested in Seadrill in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 46 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 46

33% more call options, than puts

Call options by funds: $22.3M | Put options by funds: $16.8M

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

14% more capital invested

Capital invested by funds: $1.5B → $1.72B (+$215M)

8.51% more ownership

Funds ownership: 96.67%105.17% (+8.5%)

3% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 40

2% less funds holding

Funds holding: 190186 (-4)

Holders
186
Holders Change
-4
Holders Change %
-2.11%
% of All Funds
2.45%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
39
Increased
79
Reduced
46
Closed
40
Calls
$22.3M
Puts
$16.8M
Net Calls
+$5.5M
Net Calls Change
+$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$129M +$28.1M +1,191,288 +32%
CCA
2
Canyon Capital Advisors
Texas
$129M
Vanguard Group
3
Vanguard Group
Pennsylvania
$99.1M +$78.6M +3,332,059 +752%
EIM
4
Elliott Investment Management
Florida
$97.2M
UBS Group
5
UBS Group
Switzerland
$95.9M -$10.9M -459,818 -11%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$86.7M -$1.48M -62,803 -2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$83M +$8.29M +351,241 +13%
Adage Capital Partners
8
Adage Capital Partners
Massachusetts
$82.4M -$25.1M -1,062,249 -25%
SG
9
SCHF (GPE)
Wyoming
$60.1M +$54.1M +2,290,735 New
PCM
10
Patient Capital Management
Maryland
$58.5M +$6.06M +256,836 +13%
GRA
11
Goehring & Rozencwajg Associates
New York
$44.2M +$11.4M +483,800 +40%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$43.8M -$131K -5,570 -0.3%
DCM
13
DME Capital Management
New York
$41.7M
State Street
14
State Street
Massachusetts
$37.3M +$8.15M +345,485 +32%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$37.3M +$14.6M +617,521 +77%
Morgan Stanley
16
Morgan Stanley
New York
$34.3M +$4.6M +194,769 +18%
CM
17
Condire Management
Texas
$33.6M -$42.3M -1,790,735 -58%
TCM
18
Thomist Capital Management
Texas
$33.2M -$7.99M -338,731 -21%
ISSM
19
Invesco Senior Secured Management
New York
$19.7M -$56.1K -2,379 -0.3%
Walleye Capital
20
Walleye Capital
New York
$18.4M -$1.23M -52,257 -7%
SC
21
Sagefield Capital
Texas
$17.6M +$8.89M +376,575 +128%
HP
22
Hosking Partners
United Kingdom
$16.3M +$1.3M +55,202 +10%
JP Morgan Chase
23
JP Morgan Chase
New York
$16.1M +$12.1M +512,074 +498%
DnB Asset Management
24
DnB Asset Management
Norway
$15.6M +$10.4M +441,266 +288%
Bank of America
25
Bank of America
North Carolina
$15.1M +$401K +16,997 +3%

SDRL Hedge Fund Activity: Q2 2025 in Review

186 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Seadrill (SDRL) for Q2 2025, worth a combined $1.72B — up 14% from $1.5B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of SDRL and 39 opened new positions — a net loss of 1 holder — while 46 trimmed existing stakes and 79 added.

The largest buyer was Vanguard Group, adding an estimated $78.6M. The largest seller was Condire Management, cutting an estimated $42.3M.

  • 186 institutional investors held Seadrill (SDRL) as of Q2 2025, down from 190 in Q1 2025.
  • Funds reported $1.72B of Seadrill stock for Q2 2025, up 14% quarter-over-quarter.
  • 39 funds opened new Seadrill positions in Q2 2025 and 40 closed out, a net change of -1 holder.
  • The largest Seadrill buyer in Q2 2025 was Vanguard Group, an estimated $78.6M added.
  • The largest Seadrill seller in Q2 2025 was Condire Management, an estimated $42.3M sold.

Based on aggregated 13F filings for Q2 2025.