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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
TCM
201
Triumph Capital Management
Colorado
$45.3K
BWA
202
Basecamp Wealth Advisors
Washington
$40.4K
Ohio Public Employees Retirement System (OPERS)
203
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.1K -$3.48K -52 -8%
S
204
SignatureFD
Georgia
$31.4K
FFA
205
Farther Finance Advisors
California
$30.1K +$26.5K +396 +900%
QL
206
Quarry LP
New York
$29.6K +$23.2K +346 +309%
NA
207
NewEdge Advisors
Louisiana
$28.5K +$29.5K +441 New
BNP Paribas Asset Management
208
BNP Paribas Asset Management
France
$25.9K +$2.95K +44 +12%
HI
209
Harbour Investments
Wisconsin
$24.6K
CFD
210
Creative Financial Designs
Indiana
$20.8K
AF
211
Allworth Financial
California
$20.5K +$4.02K +60 +23%
UFF
212
USA Financial Formulas
Michigan
$17.7K +$18.4K +274 New
GI
213
GAMMA Investing
California
$17.2K +$3.08K +46 +21%
Los Angeles Capital Management
214
Los Angeles Capital Management
California
$16.8K -$248K -3,703 -93%
BC
215
Barrett & Company
Rhode Island
$16.2K
EWA
216
EverSource Wealth Advisors
Alabama
$14.5K -$2.01K -30 -12%
PWPS
217
Pinnacle Wealth Planning Services
Ohio
$12.6K
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$12.6K -$5.36K -80 -29%
QCG
219
Quadrant Capital Group
Ohio
$11.6K +$6.16K +92 +105%
HNB
220
Huntington National Bank
Ohio
$11.1K
WT
221
Whittier Trust
California
$10.5K +$1.07K +16 +11%
CPBTD
222
Central Pacific Bank - Trust Division
Hawaii
$10.4K -$495K -7,382 -98%
SL
223
Salomon & Ludwin
Virginia
$10.1K
AAP
224
Arax Advisory Partners
Colorado
$8.81K +$3.28K +49 +58%
Optiver Holding
225
Optiver Holding
Netherlands
$8.67K +$3.35K +50 +60%