Helen of Troy
HELE
209 hedge funds and large institutions have $677M invested in Helen of Troy in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 79 increasing their positions, 50 reducing their positions, and 64 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 50
1.02% less ownership
Funds ownership: 104.93% → 103.9% (-1%)
9% less funds holding
Funds holding: 229 → 209 (-20)
28% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 64
47% less capital invested
Capital invested by funds: $1.28B → $677M (-$608M)
49% less call options, than puts
Call options by funds: $10.8M | Put options by funds: $21.4M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
CastleKnight Management
New York
|
+$13.5M |
| 2 |
MGP
M&G plc
London,
United Kingdom
|
+$9.81M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.42M |
| 4 |
Pzena Investment Management
New York
|
+$7.03M |
| 5 |
D.E. Shaw & Co
New York
|
+$6.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$27.1M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$22.7M |
| 3 |
MVP
Medina Value Partners
Los Angeles,
California
|
-$20.5M |
| 4 |
AC
Armistice Capital
New York
|
-$19.8M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$12.7M |
HELE Hedge Fund Activity: Q2 2025 in Review
209 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q2 2025, worth a combined $677M — down 47% from $1.28B a quarter earlier.
Sellers outnumbered buyers: 64 funds closed out of HELE and 46 opened new positions — a net loss of 18 holders — while 50 trimmed existing stakes and 79 added.
The largest buyer was CastleKnight Management, opening a new position worth an estimated $13.5M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $27.1M sold.
- 209 institutional investors held Helen of Troy (HELE) as of Q2 2025, down from 229 in Q1 2025.
- Funds reported $677M of Helen of Troy stock for Q2 2025, down 47% quarter-over-quarter.
- 46 funds opened new Helen of Troy positions in Q2 2025 and 64 closed out, a net change of -18 holders.
- The largest Helen of Troy buyer in Q2 2025 was CastleKnight Management, an estimated $13.5M added.
- The largest Helen of Troy seller in Q2 2025 was Arrowstreet Capital, an estimated $27.1M sold.
Based on aggregated 13F filings for Q2 2025.