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Helios Technologies

198 hedge funds and large institutions have $1.71B invested in Helios Technologies in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 54 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

7% more funds holding

Funds holding: 185198 (+13)

4.02% more ownership

Funds ownership: 95.05%99.08% (+4%)

30% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 77

Holders
198
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.38M
Puts
$1.04M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$8.6K
HCA
177
Harbor Capital Advisors
Illinois
$8K
SL
178
Salomon & Ludwin
Virginia
$7.92K
WT
179
Whittier Trust
California
$7.6K
SS
180
SBI Securities
Japan
$5.32K
RIL
181
Rothschild Investment LLC
Illinois
$4.69K
Mitsubishi UFJ Asset Management
182
Mitsubishi UFJ Asset Management
Japan
$4.59K
ACM
183
Aster Capital Management
United Arab Emirates
$4.22K
CMBA
184
C.M. Bidwell & Associates
Hawaii
$4.07K
PA
185
Parallel Advisors
California
$3.08K
MPWT
186
MassMutual Private Wealth & Trust
Connecticut
$2.81K
QCG
187
Quadrant Capital Group
Ohio
$2.4K
FFA
188
Farther Finance Advisors
California
$1.51K
MG
189
Mather Group
Illinois
$1.3K
PWA
190
Physician Wealth Advisors
Utah
$1.25K
BFS
191
Bare Financial Services
Pennsylvania
$1.15K
LFG
192
Larson Financial Group
Missouri
$1.04K
PWMG
193
Private Wealth Management Group
New Jersey
$991
TWD
194
True Wealth Design
Ohio
$730
BIA
195
Bell Investment Advisors
California
$522
RFP
196
Root Financial Partners
California
$104
CIAM
197
Caitong International Asset Management
Hong Kong
$52
CSS
198
Cubist Systematic Strategies
Connecticut
Squarepoint
199
Squarepoint
New York
JF
200
Jump Financial
Illinois