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Helios Technologies
HLIO

Overview Fund Activity

185 hedge funds and large institutions have $1.06B invested in Helios Technologies in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 48 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+3
Holders Change %
+1.65%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
39
Increased
77
Reduced
48
Closed
33
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$71K

Top Buyers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$33.7M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$21M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$42.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$9.6M
5
Citadel Advisors
Citadel Advisors
Florida
$9.21M

Top Sellers

1
WA
Wasatch Advisors
Utah
$27.1M
2
BCM
Brown Capital Management
Maryland
$0
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$47.3M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$3.43M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
151
Ohio Public Employees Retirement System (OPERS)
Ohio
$22.5K +$2.7K +81 +14%
AF
152
Allworth Financial
California
$17.3K +$3.8K +114 +28%
S
153
SignatureFD
Georgia
$16.2K +$2.24K +67 +16%
AT
154
Avalon Trust
New Mexico
$13.3K – – –
CFD
155
Creative Financial Designs
Indiana
$10.7K +$10.7K +321 New
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$9.58K +$1.67K +50 +21%
EWA
157
EverSource Wealth Advisors
Alabama
$9.04K +$9.04K +271 New
BIG
158
Brooklyn Investment Group
New York
$8.54K +$8.54K +256 New
BC
159
Barrett & Company
Rhode Island
$8.34K +$8.34K +250 New
IA
160
IFP Advisors
Florida
$6.61K -$128 – –
HNB
161
Huntington National Bank
Ohio
$5.71K +$5.71K +171 New
CIBC Private Wealth Group
162
CIBC Private Wealth Group
Georgia
$5.67K – – –
SL
163
Salomon & Ludwin
Virginia
$5.41K – – –
GI
164
GAMMA Investing
California
$5.11K +$267 +8 +6%
HCA
165
Harbor Capital Advisors
Illinois
$5K +$764 +22 +18%
BNP Paribas Asset Management
166
BNP Paribas Asset Management
France
$5K +$5K +151 New
QL
167
Quarry LP
New York
$3.7K -$30.4K -912 -89%
RIL
168
Rothschild Investment LLC
Illinois
$3.67K +$2.67K +80 +267%
Jones Financial Companies
169
Jones Financial Companies
Missouri
$3.36K -$1.01K -30 -23%
Simplex Trading
170
Simplex Trading
Illinois
$3K +$3K +116 New
Mitsubishi UFJ Asset Management
171
Mitsubishi UFJ Asset Management
Japan
$2.94K – – –
AAP
172
Arax Advisory Partners
Colorado
$2K +$2K +60 New
PA
173
Parallel Advisors
California
$1.87K +$1.87K +56 New
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
$1.8K +$1.7K +51 +1,700%
DRP
175
Decker Retirement Planning
Utah
$1.37K +$1.37K +41 New
5 6
7
8 9