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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
CA
176
Clearstead Advisors
Ohio
$243K
TC
177
Truvestments Capital
Florida
$243K
VPIM
178
Vanguard Personalized Indexing Management
California
$237K +$246K +3,665 New
IA
179
Inspire Advisors
Idaho
$236K +$245K +3,654 New
CIM
180
Contravisory Investment Management
Massachusetts
$236K +$244K +3,644 New
Citigroup
181
Citigroup
New York
$228K -$23.3K -348 -9%
Capstone Investment Advisors
182
Capstone Investment Advisors
New York
$228K +$236K +3,522 New
M&T Bank
183
M&T Bank
New York
$227K +$235K +3,513 New
Cetera Investment Advisers
184
Cetera Investment Advisers
Illinois
$221K -$33.6K -502 -13%
AFG
185
Atomi Financial Group
New York
$219K +$227K +3,382 New
BHCM
186
Brevan Howard Capital Management
Jersey
$206K +$214K +3,190 New
X
187
Xponance
Pennsylvania
$202K +$210K +3,128 New
FC
188
Farringdon Capital
United Kingdom
$201K +$208K +3,105 New
Canada Life
189
Canada Life
Manitoba, Canada
$189K
Osaic Holdings
190
Osaic Holdings
Arizona
$180K -$11.1K -165 -6%
AIP
191
Ameritas Investment Partners
Nebraska
$179K
TRCT
192
Tower Research Capital (TRC)
New York
$162K +$52.5K +784 +46%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$152K +$29.1K +435 +23%
SOADOR
194
State of Alaska Department of Revenue
Alaska
$119K
Bessemer Group
195
Bessemer Group
New Jersey
$101K -$18.3M -273,153 -99%
Jones Financial Companies
196
Jones Financial Companies
Missouri
$90K +$82.4K +1,230 +737%
CIAM
197
Caitong International Asset Management
Hong Kong
$88.5K +$91.6K +1,367 New
KBC Group
198
KBC Group
Belgium
$86K
KAS
199
Kemnay Advisory Services
New York
$82.3K -$45.6K -680 -35%
VCM
200
Versant Capital Management
Arizona
$69.7K