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Helios Technologies

251 hedge funds and large institutions have $2.09B invested in Helios Technologies in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 79 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more capital invested

Capital invested by funds: $1.75B → $2.09B (+$338M)

17% more funds holding

Funds holding: 215251 (+36)

7% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 74

1.21% less ownership

Funds ownership: 98.83%97.62% (-1.2%)

Holders
251
Holders Change
+36
Holders Change %
+16.74%
% of All Funds
3.09%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
60
Increased
79
Reduced
74
Closed
19
Calls
$3.58M
Puts
Net Calls
+$3.58M
Net Calls Change
+$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
151
Bridgefront Capital
Texas
$499K +$517K +7,711 New
CCIA
152
Campbell & Co Investment Adviser
Maryland
$487K -$469K -7,007 -48%
KK
153
KLP Kapitalforvaltning
Norway
$472K +$20.1K +300 +4%
ACP
154
Aviance Capital Partners
Florida
$459K
AAS
155
Ameritas Advisory Services
Nebraska
$457K
TC
156
TradeLink Capital
Illinois
$454K +$470K +7,013 New
VF
157
Virtu Financial
New York
$446K +$462K +6,892 New
LPL Financial
158
LPL Financial
California
$440K +$74.5K +1,112 +20%
BA
159
Bridgewater Associates
Connecticut
$422K +$437K +6,524 New
CYG
160
Clean Yield Group
Vermont
$408K -$10.1K -150 -2%
FRM
161
Fox Run Management
Connecticut
$399K +$426K +6,353 New
Pictet Asset Management
162
Pictet Asset Management
Switzerland
$386K +$61.2K +914 +18%
KeyBank National Association
163
KeyBank National Association
Ohio
$373K +$109K +1,624 +39%
MF
164
Magnetar Financial
Illinois
$352K +$365K +5,445 New
Mariner
165
Mariner
Kansas
$340K +$352K +5,258 New
Public Employees Retirement Association of Colorado
166
Public Employees Retirement Association of Colorado
Colorado
$336K
SG Americas Securities
167
SG Americas Securities
New York
$331K -$804K -12,005 -70%
Boston Partners
168
Boston Partners
Massachusetts
$323K -$117K -1,746 -26%
ProShare Advisors
169
ProShare Advisors
Maryland
$311K -$84.1K -1,255 -21%
RS
170
R Squared
Hong Kong
$281K +$290K +4,336 New
PCM
171
Prelude Capital Management
New York
$275K +$285K +4,250 New
EWA
172
EP Wealth Advisors
California
$270K -$176K -2,621 -39%
LWAM
173
Legacy Wealth Asset Management
Minnesota
$260K -$11.3K -169 -4%
IC
174
IEQ Capital
California
$252K
Amundi
175
Amundi
France
$250K +$259K +3,859 New