We are live on ! Find out more
HLIO icon

Helios Technologies

186 hedge funds and large institutions have $1.06B invested in Helios Technologies in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 48 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

60% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 48

18% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 34

2% more funds holding

Funds holding: 183186 (+3)

2% more capital invested

Capital invested by funds: $1.04B → $1.06B (+$16.2M)

2.33% less ownership

Funds ownership: 97.38%95.05% (-2.3%)

Holders
186
Holders Change
+3
Holders Change %
+1.64%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
40
Increased
77
Reduced
48
Closed
34
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$71K
Name Holding Trade Value Shares
Change
Change in
Stake
Diamond Hill Capital Management
26
Diamond Hill Capital Management
Ohio
$10.6M +$1.78M +59,198 +23%
IR
27
IAT Reinsurance
New York
$10M
Goldman Sachs
28
Goldman Sachs
New York
$9.72M +$4.45M +147,582 +103%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$9.6M +$8.37M +277,710 +2,779%
Citadel Advisors
30
Citadel Advisors
Florida
$9.21M +$8.24M +273,393 +10,539%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$8.72M +$7.83M +259,909 +19,825%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$7.9M -$26.5K -878 -0.4%
Morgan Stanley
33
Morgan Stanley
New York
$7.12M +$449K +14,903 +8%
N
34
Nuveen
North Carolina
$6.54M +$3.31M +109,748 +127%
Raymond James Financial
35
Raymond James Financial
Florida
$6.05M -$1.93M -64,113 -26%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$6M -$5.05M -167,549 -48%
CSS
37
Cubist Systematic Strategies
Connecticut
$5.63M +$5.08M +168,651 New
Comerica Bank
38
Comerica Bank
Texas
$5.14M -$192K -6,375 -4%
GIP
39
Granite Investment Partners
California
$4.27M -$109K -3,619 -3%
Squarepoint
40
Squarepoint
New York
$4.21M +$2.26M +75,042 +147%
Jane Street
41
Jane Street
New York
$3.87M +$1.79M +59,476 +105%
DFCM
42
Dark Forest Capital Management
Puerto Rico
$3.64M +$2.58M +85,567 +366%
TI
43
Trexquant Investment
Connecticut
$3.53M +$3.19M +105,853 New
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$3.43M -$7.4M -245,657 -71%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$3.36M +$1.64M +54,334 +117%
UBS AM
46
UBS AM
Illinois
$3.33M +$871K +28,899 +41%
Renaissance Technologies
47
Renaissance Technologies
New York
$3.3M +$1.09M +36,300 +58%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$3.29M -$700K -23,241 -19%
GF
49
Gabelli Funds
New York
$3.27M +$2.95M +97,859 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$3.22M +$210K +6,975 +8%

HLIO Hedge Fund Activity: Q2 2025 in Review

186 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q2 2025, worth a combined $1.06B — up 1.6% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new HLIO positions and 34 closed out — a net gain of 6 holders — while 77 added to existing stakes and 48 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $30.5M. The largest seller was Wasatch Advisors, cutting an estimated $78.2M.

  • 186 institutional investors held Helios Technologies (HLIO) as of Q2 2025, up from 183 in Q1 2025.
  • Funds reported $1.06B of Helios Technologies stock for Q2 2025, up 1.6% quarter-over-quarter.
  • 40 funds opened new Helios Technologies positions in Q2 2025 and 34 closed out, a net change of +6 holders.
  • The largest Helios Technologies buyer in Q2 2025 was DePrince Race & Zollo Inc (DRZ), an estimated $30.5M added.
  • The largest Helios Technologies seller in Q2 2025 was Wasatch Advisors, an estimated $78.2M sold.

Based on aggregated 13F filings for Q2 2025.