Helios Technologies
HLIO
284 hedge funds and large institutions have $2.86B invested in Helios Technologies in 2026 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 100 increasing their positions, 93 reducing their positions, and 24 closing their positions.
146% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 24
135% more call options, than puts
Call options by funds: $10.5M | Put options by funds: $4.46M
37% more capital invested
Capital invested by funds: $2.09B → $2.86B (+$769M)
13% more funds holding
Funds holding: 252 → 284 (+32)
8% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 93
0.18% less ownership
Funds ownership: 97.7% → 97.52% (-0.18%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$66.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$18.7M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$13.6M |
| 4 |
BlackRock
New York
|
+$11.5M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$44.8M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$39.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$32.2M |
| 4 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$24.1M |
| 5 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
-$18.5M |
HLIO Hedge Fund Activity: Q2 2026 in Review
284 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q2 2026, worth a combined $2.86B — up 37% from $2.09B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new HLIO positions and 24 closed out — a net gain of 35 holders — while 100 added to existing stakes and 93 trimmed.
The largest buyer was Invesco, adding an estimated $66.3M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $44.8M sold.
- 284 institutional investors held Helios Technologies (HLIO) as of Q2 2026, up from 252 in Q1 2026.
- Funds reported $2.86B of Helios Technologies stock for Q2 2026, up 37% quarter-over-quarter.
- 59 funds opened new Helios Technologies positions in Q2 2026 and 24 closed out, a net change of +35 holders.
- The largest Helios Technologies buyer in Q2 2026 was Invesco, an estimated $66.3M added.
- The largest Helios Technologies seller in Q2 2026 was Vaughan Nelson Investment Management, an estimated $44.8M sold.
Based on aggregated 13F filings for Q2 2026.