Helios Technologies
HLIO
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.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+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: 183 → 186 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$30.5M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$19M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$8.94M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$8.37M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$8.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$78.2M |
| 2 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
-$37.7M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$10.3M |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
-$7.4M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$6.96M |
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.