HLIO icon

Helios Technologies

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
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
176
MAI Capital Management
Ohio
$1.03K
C
177
Covestor
United Kingdom
$1K
CIAM
178
Caitong International Asset Management
Hong Kong
$968
PWA
179
Physician Wealth Advisors
Utah
$801
BFS
180
Bare Financial Services
Pennsylvania
$734
LFG
181
Larson Financial Group
Missouri
$667
PWMG
182
Private Wealth Management Group
New Jersey
$635
TWD
183
True Wealth Design
Ohio
$468
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
SAM
188
Silvercrest Asset Management
New York
OAM
189
Oppenheimer Asset Management
New York
SI
190
Sapience Investments
California
CCMINC
191
Cardinal Capital Management Inc (North Carolina)
North Carolina
SCM
192
Semanteon Capital Management
Massachusetts
CF
193
Corebridge Financial
Texas
PA
194
Procyon Advisors
Connecticut
SG Americas Securities
195
SG Americas Securities
New York
Handelsbanken Fonder
196
Handelsbanken Fonder
Sweden
ACM
197
Aster Capital Management
United Arab Emirates
SPA
198
Sherbrooke Park Advisers
New York
BWP
199
Baldwin Wealth Partners
Massachusetts
CWM
200
CIBC World Markets
New York