Helios Technologies
HLIO
201 hedge funds and large institutions have $1.71B invested in Helios Technologies in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 56 increasing their positions, 77 reducing their positions, and 28 closing their positions.
130% more call options, than puts
Call options by funds: $2.38M | Put options by funds: $1.04M
62% more capital invested
Capital invested by funds: $1.06B → $1.71B (+$655M)
57% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 28
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
8% more funds holding
Funds holding: 186 → 201 (+15)
4.03% more ownership
Funds ownership: 95.05% → 99.08% (+4%)
27% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 77
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
+$36M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$35.4M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$14.3M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$13.1M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
-$13.7M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$13.3M |
| 3 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$10.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$8.42M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$7.67M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DRP
226
Decker Retirement Planning
Levi,
Utah
| – | -$1.37K | -41 | Closed |
|
|
MCM
227
MAI Capital Management
Independence,
Ohio
| – | -$1.03K | -31 | Closed |
|
|
C
228
Covestor
London,
United Kingdom
| – | -$467 | -10 | -59% |
|
229
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$33 | -1 | Closed |
|
HLIO Hedge Fund Activity: Q3 2025 in Review
201 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q3 2025, worth a combined $1.71B — up 62% from $1.06B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new HLIO positions and 28 closed out — a net gain of 16 holders — while 56 added to existing stakes and 77 trimmed.
The largest buyer was ACK Asset Management, opening a new position worth an estimated $36M. The largest seller was Conestoga Capital Advisors, cutting an estimated $13.7M.
- 201 institutional investors held Helios Technologies (HLIO) as of Q3 2025, up from 186 in Q2 2025.
- Funds reported $1.71B of Helios Technologies stock for Q3 2025, up 62% quarter-over-quarter.
- 44 funds opened new Helios Technologies positions in Q3 2025 and 28 closed out, a net change of +16 holders.
- The largest Helios Technologies buyer in Q3 2025 was ACK Asset Management, an estimated $36M added.
- The largest Helios Technologies seller in Q3 2025 was Conestoga Capital Advisors, an estimated $13.7M sold.
Based on aggregated 13F filings for Q3 2025.