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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
Franklin Resources
101
Franklin Resources
California
$617K
FG
102
Formula Growth
Quebec, Canada
$573K
SCM
103
Semanteon Capital Management
Massachusetts
$570K
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$549K
MGIA
105
Moneta Group Investment Advisors
Missouri
$523K
ASRS
106
Arizona State Retirement System
Arizona
$514K
QCM
107
Quantinno Capital Management
New York
$506K
PFSRSONJ
108
Police & Firemen's Retirement System of New Jersey
New Jersey
$497K
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$492K
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$485K
II
111
Inspire Investing
Idaho
$455K
Millennium Management
112
Millennium Management
New York
$453K
GIM
113
Glenmede Investment Management
Pennsylvania
$443K
CPBTD
114
Central Pacific Bank - Trust Division
Hawaii
$434K
BCM
115
Bayesian Capital Management
New York
$427K
AT
116
Avalon Trust
New Mexico
$425K
Prudential Financial
117
Prudential Financial
New Jersey
$412K
AIM
118
Aigen Investment Management
New York
$394K
KK
119
KLP Kapitalforvaltning
Norway
$386K
GCM
120
Graham Capital Management
Connecticut
$370K
ACP
121
Aviance Capital Partners
Florida
$369K
Boston Partners
122
Boston Partners
Massachusetts
$369K
Teacher Retirement System of Texas
123
Teacher Retirement System of Texas
Texas
$362K
BC
124
Bridgefront Capital
Texas
$353K
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$348K