Baker Hughes

BKR • NASDAQ

Baker Hughes is a oil & gas equipment & services company in the energy sector on NASDAQ, led by Dr. Mohsen M. Sohi, with a market cap of $46.8B. As of Q3 2025, 93% of shares are held by 923 institutional investors, with VANGUARD GROUP INC as the largest holder at 12.57%.

CEODr. Mohsen M. Sohi

Market Cap$46.8B

Oil & Gas Equipment & Services

Energy

Employees58.0K

Websitebakerhughes.com

Country

United States of America

Overview

Overview of institutional ownership in BKR as of Q3 2025 with a market cap of $48.0B

All Institutions

Institutions: 923
Value Held: $44.9B
Shares Held: 921.9M
Avg Position: $48.7M
Median Position: $1.2M

Hedge Funds

Hedge Funds: 60
Value Held: $714.3M
Shares Held: 14.7M
Avg Position: $11.9M
Median Position: $3.1M

Ownership Breakdown

Institutional (non-HF)

92.01%

$44.2B

Hedge Funds

1.49%

$714.3M

Retail & Other

6.5%

$3.1B

Based on market cap of $48.0B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in BKR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$6.0B 0.09% of portfolio	12.57% 123.9M shares	Q3 2017 Held for 8y 2m	$6.69T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$5.0B 0.32% of portfolio	10.44% 103.0M shares	Q3 2017 Held for 8y 2m	$1.56T
B BlackRock, Inc. Institution	-	$4.4B 0.08% of portfolio	9.26% 91.3M shares	Q3 2017 Held for 8y 2m	$5.67T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$2.9B 0.10% of portfolio	6.13% 60.5M shares	Q3 2017 Held for 8y 2m	$2.88T
C Capital World Investors Institution	-	$2.3B 0.32% of portfolio	4.82% 47.5M shares	Q3 2017 Held for 8y 2m	$730.00B
DODGE & COX Long Only Manager	Dana Morton Emery CEO	$2.1B 1.16% of portfolio	4.47% 44.1M shares	Q3 2017 Held for 8y 2m	$185.33B
Capital Research Global Investors RIA/Wealth	Maria Alejandra Herrera CIO	$1.3B 0.24% of portfolio	2.63% 25.9M shares	Q3 2017 Held for 8y 2m	$532.36B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$1.3B 0.08% of portfolio	2.64% 26.0M shares	Q3 2017 Held for 8y 2m	$1.57T
Artisan Partners Limited Partnership Long Only Manager	Eric Richard Colson CEO	$843.7M 1.21% of portfolio	1.76% 17.3M shares	Q1 2025 Held for 8 months	$69.5B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$780.9M 0.05% of portfolio	1.63% 16.0M shares	Q3 2017 Held for 8y 2m	$1.65T

Net Capital Flow

Institutional buying and selling activity for BKR in Q3 2025

Traded: −$24.7M
Buyers: 469
Sellers: 383
Total Bought: +$2.5B
Total Sold: −$2.5B
Avg Position: $45.2M

Biggest Buyers

Institution	Net Bought	Current Position
C Capital International Investors Institution	+$729.7M +15.0M shares	$729.7M 15.0M shares
C Capital World Investors Institution	+$153.6M +3.2M shares	$2.3B 47.5M shares
FIRST TRUST ADVISORS LP ETF Provider	+$92.9M +1.9M shares	$454.3M 9.3M shares
Capital Research Global Investors RIA/Wealth	+$84.2M +1.7M shares	$1.3B 25.9M shares
Merewether Investment Management, LP Hedge Fund•Sector	+$82.6M +1.7M shares	$105.5M 2.2M shares
Marshall Wace LLP Institution	+$72.9M +1.5M shares	$106.1M 2.2M shares
HENDERSON GROUP PLC Institution	+$62.8M +1.3M shares	$82.9M 1.7M shares
Allspring Global Investments Holdings, LLC Long Only Manager	+$55.4M +1.1M shares	$407.1M 8.4M shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$45.2M +927.3K shares	$46.1M 946.5K shares
TORONTO DOMINION BANK Institution	+$44.3M +909.1K shares	$66.2M 1.4M shares

Biggest Sellers

Institution	Net Sold	Current Position
JPMORGAN CHASE & CO Institution	−$387.8M −8.0M shares	$5.0B 103.0M shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	−$183.7M −3.8M shares	$305.8M 6.3M shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	−$127.0M −2.6M shares	$430.1M 8.8M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$97.4M −2.0M shares	$421.0M 8.6M shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$72.5M −1.5M shares	$166.9M 3.4M shares
N Neuberger Berman Group LLC Institution	−$70.9M −1.5M shares	$12.8M 262.6K shares
A AMERICAN CENTURY COMPANIES INC Institution	−$70.3M −1.4M shares	$300.1M 6.2M shares
B BlackRock, Inc. Institution	−$64.7M −1.3M shares	$4.4B 91.3M shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	−$62.2M −1.3M shares	$359.0M 7.4M shares
A Aventail Capital Group, LP Hedge Fund•Long/Short	−$60.8M −1.2M shares	$22.7M 466.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BKR in Q3 2025

New Positions: 76
New Value: $133.3M
Exited Positions: 71
Exited Value: $199.2M

New Positions

Institution	Position Value
Webs Creek Capital Management LP Hedge Fund•Long/Short	$40.9M 839.2K shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	$28.8M 590.4K shares
Aristotle Atlantic Partners, LLC Long Only Manager	$12.3M 252.7K shares
DISCOVERY CAPITAL MANAGEMENT, LLC / CT Hedge Fund•Global Macro	$10.4M 212.7K shares
Insight Wealth Strategies, LLC RIA/Wealth	$5.2M 105.9K shares
VESTOR CAPITAL CORP RIA/Wealth	$4.4M 90.3K shares
LITTLEJOHN FINANCIAL SERVICES, INC. RIA/Wealth	$2.8M 56.6K shares
C Covalis Capital LLP Institution	$2.5M 50.8K shares
ELWOOD CAPITAL PARTNERS LP Private Equity	$2.4M 50.0K shares
Synergy Financial Management, LLC RIA/Wealth	$1.9M 39.4K shares

Exited Positions

Institution	Previous Position
Bornite Capital Management LP Hedge Fund•Long/Short	$39.4M 1.0M shares
Encompass Capital Advisors LLC Hedge Fund•Long/Short	$23.0M 599.8K shares
Schonfeld Strategic Advisors LLC Hedge Fund•Multi-Strategy	$16.1M 420.0K shares
Drummond Knight Asset Management Pty Ltd Hedge Fund•Distressed	$15.3M 400.0K shares
Q Qube Research & Technologies Ltd Institution	$12.1M 316.0K shares
S Sienna Gestion Institution	$11.6M 331.8K shares
C CSM Advisors, LLC Institution	$10.3M 267.4K shares
D D. E. Shaw & Co., Inc. Institution	$9.4M 245.3K shares
A AXA Institution	$8.3M 217.2K shares
S SIR Capital Management, L.P. Hedge Fund•Long/Short	$6.7M 175.6K shares

Options Activity

Institutions with the largest Call and Put options positions in BKR as of Q3 2025

Call Positions: 34
Call Value: $228.2M
Put Positions: 29
Put Value: $214.2M

Call Positions

Institution	Position Value
P PEAK6 LLC Institution	$57.9M 11.9K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$32.7M 6.7K contracts
CITIGROUP INC Institution	$21.0M 4.3K contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$18.6M 3.8K contracts
UBS Group AG Institution	$16.2M 3.3K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$12.4M 2.5K contracts
J JANE STREET GROUP, LLC Institution	$11.3M 2.3K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$10.2M 2.1K contracts
Verition Fund Management LLC Hedge Fund•Multi-Strategy	$9.4M 1.9K contracts
W WOLVERINE TRADING, LLC Institution	$5.9M 1.2K contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$41.5M 8.5K contracts
CITIGROUP INC Institution	$39.9M 8.2K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$29.5M 6.1K contracts
UBS Group AG Institution	$27.5M 5.6K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$12.5M 2.6K contracts
BANK OF AMERICA CORP /DE/ Institution	$9.3M 1.9K contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$7.2M 1.5K contracts
Verition Fund Management LLC Hedge Fund•Multi-Strategy	$6.3M 1.3K contracts
GOLDMAN SACHS GROUP INC Institution	$4.9M 1.0K contracts
W WOLVERINE TRADING, LLC Institution	$4.4M 866.0 contracts

Most Committed Institutions

Institutions with BKR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Ananym Capital Management, LP Hedge Fund•Activist	Alexander Jonathan Silver CIO	15.06% $39.2M	0.08% 803.9K shares	Q4 2024 Held for 11 months	$260.1M
Palo Duro Investment Partners, LP Hedge Fund•Sector	Matthew Waller Dougherty Founder	9.22% $29.1M	0.06% 596.8K shares	Q3 2023 Held for 2y 2m	$315.3M
Webs Creek Capital Management LP Hedge Fund•Long/Short	Michael Stephen Thomas Founder	8.27% $40.9M	0.09% 839.2K shares	Q3 2025 Held for 2 months	$494.4M
A AltraVue Capital, LLC RIA/Wealth	Deshay Gould Mccluskey Founder	4.08% $49.2M	0.10% 1.0M shares	Q1 2020 Held for 5y 8m	$1.2B
V Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group Institution	-	3.74% $6.3M	0.01% 130.0K shares	Q1 2025 Held for 8 months	$169.3M
Intermede Investment Partners Ltd Long Only Manager	Barry Patrick Dargan CEO	3.28% $64.1M	0.13% 1.3M shares	Q4 2023 Held for 1y 11m	$2.0B
Minneapolis Portfolio Management Group, LLC RIA/Wealth	Phillip Warren Grodnick CEO	3.24% $28.3M	0.06% 579.9K shares	Q4 2022 Held for 2y 11m	$870.9M
KEN ROBERTS INVESTMENT MANAGEMENT INC RIA/Wealth	Bryn Douglas Harman CEO	3.13% $4.8M	0.01% 99.4K shares	Q3 2022 Held for 3y 2m	$154.4M
S Solus Alternative Asset Management LP Hedge Fund•Distressed	Christopher Anthony Pucillo CEO	2.80% $7.8M	0.02% 160.0K shares	Q2 2023 Held for 2y 5m	$278.7M
P PETROLEUM & RESOURCES CORP Institution	-	2.79% $18.4M	0.04% 376.9K shares	Q3 2017 Held for 8y 2m	$659.1M

Hedge Fund Spotlight

Discover hedge funds investing in BKR

New Age Alpha Advisors, LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerArmen Raphael Arus

Portfolio Value: $2.4B
Positions: 799
Last Reported: Q3 2025

Sector Allocation

Position in Baker Hughes

Market Value: $6.1M
Shares Held: 125.4K
Portfolio Weight: 0.26%
Owned Since: 2024-Q4

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