Helios Technologies
HLIO
215 hedge funds and large institutions have $1.75B invested in Helios Technologies in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 85 reducing their positions, and 18 closing their positions.
207% more call options, than puts
Call options by funds: $3.15M | Put options by funds: $1.03M
83% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 18
7% more funds holding
Funds holding: 201 → 215 (+14)
2% more capital invested
Capital invested by funds: $1.71B → $1.75B (+$39.9M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.25% less ownership
Funds ownership: 99.08% → 98.83% (-0.25%)
24% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 85
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$57.6M |
| 2 |
Jennison Associates
New York
|
+$42.9M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$25.9M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
+$15.4M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$33.1M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$32.6M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$16.2M |
| 4 |
Rockefeller Capital Management
New York
|
-$14.5M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$14.3M |
HLIO Hedge Fund Activity: Q4 2025 in Review
215 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Helios Technologies (HLIO) for Q4 2025, worth a combined $1.75B — up 2.3% from $1.71B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new HLIO positions and 18 closed out — a net gain of 15 holders — while 65 added to existing stakes and 85 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $57.6M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $33.1M.
- 215 institutional investors held Helios Technologies (HLIO) as of Q4 2025, up from 201 in Q3 2025.
- Funds reported $1.75B of Helios Technologies stock for Q4 2025, up 2.3% quarter-over-quarter.
- 33 funds opened new Helios Technologies positions in Q4 2025 and 18 closed out, a net change of +15 holders.
- The largest Helios Technologies buyer in Q4 2025 was Wellington Management Group, an estimated $57.6M added.
- The largest Helios Technologies seller in Q4 2025 was DePrince Race & Zollo Inc (DRZ), an estimated $33.1M sold.
Based on aggregated 13F filings for Q4 2025.