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Helios Technologies
HLIO

Overview Fund Activity

182 hedge funds and large institutions have $1.04B invested in Helios Technologies in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+11
Holders Change %
+6.43%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
32
Increased
66
Reduced
56
Closed
17
Calls
$51K
Puts
$119K
Net Calls
-$68K
Net Calls Change
-$349K

Top Buyers

1
MIM
MetLife Investment Management
New Jersey
$11.1M
2
Ameriprise
Ameriprise
Minnesota
$11M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$13.6M
4
CVA
Ceredex Value Advisors
Florida
$11.2M
5
Marshall Wace
Marshall Wace
United Kingdom
$5.69M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$297K
2
Wellington Management Group
Wellington Management Group
Massachusetts
$35.5M
3
BCM
Brown Capital Management
Maryland
$37.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$11.1M
5
WA
Wasatch Advisors
Utah
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
151
Coldstream Capital Management
Washington
$7.25K +$7.25K +226 New
VCM
152
Versant Capital Management
Arizona
$6.93K +$2.66K +83 +62%
SCM
153
Sterling Capital Management
North Carolina
$6.58K -$5.01K -156 -43%
SL
154
Salomon & Ludwin
Virginia
$4.81K – – –
GI
155
GAMMA Investing
California
$4.65K -$1.41K -44 -23%
CIBC Private Wealth Group
156
CIBC Private Wealth Group
Georgia
$4.39K – – –
Jones Financial Companies
157
Jones Financial Companies
Missouri
$4.2K +$968 +30 +30%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$4K -$5.23K -157 -57%
HCA
159
Harbor Capital Advisors
Illinois
$4K -$525 -16 -12%
Mitsubishi UFJ Asset Management
160
Mitsubishi UFJ Asset Management
Japan
$2.82K – – –
SAM
161
Smartleaf Asset Management
Massachusetts
$2.65K -$1.16K -36 -31%
MG
162
Mather Group
Illinois
$1.38K – – –
PWMG
163
Private Wealth Management Group
New Jersey
$1.38K +$481 +15 +54%
RIL
164
Rothschild Investment LLC
Illinois
$963 – – –
CIAM
165
Caitong International Asset Management
Hong Kong
$899 +$899 +28 New
NA
166
NewEdge Advisors
Louisiana
$899 +$899 +28 New
FHA
167
First Horizon Advisors
Tennessee
$485 – – –
JWA
168
JFS Wealth Advisors
Pennsylvania
$450 – – –
BIA
169
Bell Investment Advisors
California
$321 – – –
PFBT
170
Parkside Financial Bank & Trust
Missouri
$321 +$321 +10 New
SC
171
Stephens Consulting
Michigan
$321 +$321 +10 New
TWD
172
True Wealth Design
Ohio
$257 +$257 +8 New
CA
173
CoreCap Advisors
Michigan
$225 +$225 +7 New
FFA
174
Farther Finance Advisors
California
$156 -$187 -6 -55%
IA
175
IFP Advisors
Florida
$128 -$179 – –
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