Helios Technologies
HLIO
183 hedge funds and large institutions have $1.04B invested in Helios Technologies in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 17 closing their positions.
82% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 17
16% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 57
6% more funds holding
Funds holding: 172 → 183 (+11)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.12% less ownership
Funds ownership: 98.51% → 97.38% (-1.1%)
29% less capital invested
Capital invested by funds: $1.46B → $1.04B (-$420M)
57% less call options, than puts
Call options by funds: $51K | Put options by funds: $119K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIM
MetLife Investment Management
Whippany,
New Jersey
|
+$13.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.43M |
| 3 |
Rockefeller Capital Management
New York
|
+$7.02M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$5.26M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$3.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$17.8M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$14.4M |
| 3 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
-$14.3M |
| 4 |
Bank of New York Mellon
New York
|
-$6.93M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$5.57M |
HLIO Hedge Fund Activity: Q1 2025 in Review
183 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q1 2025, worth a combined $1.04B — down 29% from $1.46B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new HLIO positions and 17 closed out — a net gain of 14 holders — while 66 added to existing stakes and 57 trimmed.
The largest buyer was MetLife Investment Management, adding an estimated $13.1M. The largest seller was VOYA Investment Management, cutting an estimated $17.8M.
- 183 institutional investors held Helios Technologies (HLIO) as of Q1 2025, up from 172 in Q4 2024.
- Funds reported $1.04B of Helios Technologies stock for Q1 2025, down 29% quarter-over-quarter.
- 31 funds opened new Helios Technologies positions in Q1 2025 and 17 closed out, a net change of +14 holders.
- The largest Helios Technologies buyer in Q1 2025 was MetLife Investment Management, an estimated $13.1M added.
- The largest Helios Technologies seller in Q1 2025 was VOYA Investment Management, an estimated $17.8M sold.
Based on aggregated 13F filings for Q1 2025.