We are live on ! Find out more
HLIO icon

Helios Technologies

251 hedge funds and large institutions have $2.09B invested in Helios Technologies in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 79 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more capital invested

Capital invested by funds: $1.75B → $2.09B (+$338M)

17% more funds holding

Funds holding: 215251 (+36)

7% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 74

1.21% less ownership

Funds ownership: 98.83%97.62% (-1.2%)

Holders
251
Holders Change
+36
Holders Change %
+16.74%
% of All Funds
3.09%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
60
Increased
79
Reduced
74
Closed
19
Calls
$3.58M
Puts
Net Calls
+$3.58M
Net Calls Change
+$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
WSFG
226
Wall Street Financial Group
Illinois
$8.61K +$8.91K +133 New
RIL
227
Rothschild Investment LLC
Illinois
$7.25K +$1.21K +18 +19%
SS
228
SBI Securities
Japan
$6.47K -$7.37K -110 -52%
Mitsubishi UFJ Asset Management
229
Mitsubishi UFJ Asset Management
Japan
$5.69K
MCM
230
MAI Capital Management
Ohio
$5.63K +$5.83K +87 New
CMBA
231
C.M. Bidwell & Associates
Hawaii
$5.05K
PA
232
Parallel Advisors
California
$3.62K
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$3.62K +$3.75K +56 New
MPWT
234
MassMutual Private Wealth & Trust
Connecticut
$3.49K
LFG
235
Larson Financial Group
Missouri
$3.11K +$402 +6 +14%
FDCDDQ
236
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.99K +$3.08K +46 New
PWA
237
Physician Wealth Advisors
Utah
$2.72K
FFO
238
Fortitude Family Office
Arizona
$2.33K +$2.41K +36 New
SI
239
Sapience Investments
California
$2.33K +$2.41K +36 New
CFB
240
Cullen/Frost Bankers
Texas
$1.89K -$22K -328 -92%
EP
241
Essential Partners
California
$1.88K
MG
242
Mather Group
Illinois
$1.62K +$1.68K +25 New
BFS
243
Bare Financial Services
Pennsylvania
$1.36K +$536 +8 +62%
PWMG
244
Private Wealth Management Group
New Jersey
$1.23K
IA
245
IFP Advisors
Florida
$1.1K
TWD
246
True Wealth Design
Ohio
$906
RFP
247
Root Financial Partners
California
$841 +$670 +10 +333%
SIC
248
SJS Investment Consulting
Ohio
$712 +$737 +11 New
BIA
249
Bell Investment Advisors
California
$648
AssetMark Inc
250
AssetMark Inc
California
$324 +$335 +5 New