HLIO icon

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.

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

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$27.1M
2
BCM
2
Brown Capital Management
Maryland
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$47.3M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$3.43M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
176
MAI Capital Management
Ohio
$1.04K +$1.04K +31 New
C
177
Covestor
United Kingdom
$1K +$176 +3 +21%
CIAM
178
Caitong International Asset Management
Hong Kong
$968 +$33 +1 +4%
PWA
179
Physician Wealth Advisors
Utah
$801 +$801 +24 New
BFS
180
Bare Financial Services
Pennsylvania
$734 +$734 +22 New
LFG
181
Larson Financial Group
Missouri
$667 +$667 +20 New
PWMG
182
Private Wealth Management Group
New Jersey
$635 -$802 -24 -56%
TWD
183
True Wealth Design
Ohio
$468 +$201 +6 +75%
BIA
184
Bell Investment Advisors
California
$334 – – –
FFA
185
Farther Finance Advisors
California
$167 – – –
National Bank of Canada
186
National Bank of Canada
Quebec, Canada
$33 – – –
BCM
187
Brown Capital Management
Maryland
– -$37.7M -1,175,408 Closed
SAM
188
Silvercrest Asset Management
New York
– -$5.93M -184,917 Closed
OAM
189
Oppenheimer Asset Management
New York
– -$1.11M -34,639 Closed
SI
190
Sapience Investments
California
– -$1.07M -33,378 Closed
CCMINC
191
Cardinal Capital Management Inc (North Carolina)
North Carolina
– -$812K -25,310 Closed
SCM
192
Semanteon Capital Management
Massachusetts
– -$800K -24,919 Closed
CF
193
Corebridge Financial
Texas
– -$523K -16,290 Closed
PA
194
Procyon Advisors
Connecticut
– -$329K -10,267 Closed
SG Americas Securities
195
SG Americas Securities
New York
– -$316K -9,859 Closed
Handelsbanken Fonder
196
Handelsbanken Fonder
Sweden
– -$300K -9,358 Closed
ACM
197
Aster Capital Management
United Arab Emirates
– -$364K -9,227 Closed
SPA
198
Sherbrooke Park Advisers
New York
– -$291K -9,062 Closed
BWP
199
Baldwin Wealth Partners
Massachusetts
– -$249K -7,746 Closed
CWM
200
CIBC World Markets
New York
– -$237K -7,378 Closed
5 6 7
8
9