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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
CYG
126
Clean Yield Group
Vermont
$337K
CMF
127
Counterpoint Mutual Funds
California
$336K
Canada Pension Plan Investment Board
128
Canada Pension Plan Investment Board
Ontario, Canada
$334K
YIH
129
Y-Intercept (HK)
Hong Kong
$332K
PA
130
PharVision Advisers
Florida
$332K
VOYA Investment Management
131
VOYA Investment Management
Georgia
$316K
ProShare Advisors
132
ProShare Advisors
Maryland
$296K
LPL Financial
133
LPL Financial
California
$282K
DTL
134
Dynamic Technology Lab
Singapore
$282K
FGP
135
Freestone Grove Partners
California
$274K
Public Employees Retirement Association of Colorado
136
Public Employees Retirement Association of Colorado
Colorado
$270K
Citigroup
137
Citigroup
New York
$268K
Pictet Asset Management
138
Pictet Asset Management
Switzerland
$264K
VRS
139
Virginia Retirement Systems
Virginia
$245K
D.E. Shaw & Co
140
D.E. Shaw & Co
New York
$241K
PWMAG
141
Pinnacle Wealth Management Advisory Group
New Jersey
$225K
Balyasny Asset Management
142
Balyasny Asset Management
Illinois
$223K
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$221K
I
144
InceptionR
California
$217K
LWAM
145
Legacy Wealth Asset Management
Minnesota
$205K
IC
146
IEQ Capital
California
$203K
CA
147
Clearstead Advisors
Ohio
$196K
TC
148
Truvestments Capital
Florida
$195K
AIP
149
Ameritas Investment Partners
Nebraska
$145K
Osaic Holdings
150
Osaic Holdings
Arizona
$140K