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Helios Technologies

198 hedge funds and large institutions have $1.71B invested in Helios Technologies in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 54 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

7% more funds holding

Funds holding: 185198 (+13)

4.02% more ownership

Funds ownership: 95.05%99.08% (+4%)

30% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 77

Holders
198
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.38M
Puts
$1.04M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$1.71M
Two Sigma Advisers
77
Two Sigma Advisers
New York
$1.65M
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$1.6M
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$1.39M
PA
80
Pinnacle Associates
New York
$1.38M
Wells Fargo
81
Wells Fargo
California
$1.35M
JP Morgan Chase
82
JP Morgan Chase
New York
$1.34M
JCIA
83
Jackson Creek Investment Advisors
Colorado
$1.33M
Deutsche Bank
84
Deutsche Bank
Germany
$1.31M
Fidelity Investments
85
Fidelity Investments
Massachusetts
$1.24M
AQR Capital Management
86
AQR Capital Management
Connecticut
$1.22M
ACM
87
Aquatic Capital Management
Illinois
$1.19M
DFCM
88
Dark Forest Capital Management
Puerto Rico
$1.17M
OAM
89
Ostrum Asset Management
France
$1.13M
BMSSC
90
B. Metzler seel. Sohn & Co
Germany
$926K
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$836K
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$823K
Mirae Asset Global ETFs Holdings
93
Mirae Asset Global ETFs Holdings
Hong Kong
$804K
EC
94
EntryPoint Capital
New York
$796K
Canada Life
95
Canada Life
Manitoba, Canada
$779K
Connor, Clark & Lunn Investment Management (CC&L)
96
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$735K
US Bancorp
97
US Bancorp
Minnesota
$673K
IIM
98
INTECH Investment Management
Florida
$664K
SG Americas Securities
99
SG Americas Securities
New York
$644K
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$630K