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HEICO Class A
HEI.A

Overview Fund Activity

559 hedge funds and large institutions have $19.2B invested in HEICO Class A in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 210 increasing their positions, 173 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+25
Holders Change %
+4.68%
% of All Funds
7.49%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.39%
New
67
Increased
210
Reduced
173
Closed
34
Calls
$2.47M
Puts
$7.57M
Net Calls
-$5.1M
Net Calls Change
-$7.57M

Top Buyers

1
Invesco
Invesco
Georgia
+$113M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$88.2M
3
AC
Aristeia Capital
Connecticut
+$69.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$64.4M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
+$48.6M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$118M
2
A
AustralianSuper
Australia
-$80.1M
3
Macquarie Group
Macquarie Group
Australia
-$69M
4
VVP
Vulcan Value Partners
Alabama
-$55.4M
5
SCM
Snyder Capital Management
California
-$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
301
Harvest Fund Management
China
$732K -$12.9K -50 -2%
BWA
302
Burt Wealth Advisors
Maryland
$721K – – –
OAC
303
OMERS Administration Corp
Ontario, Canada
$701K – – –
Wealthfront Advisers
304
Wealthfront Advisers
California
$701K +$88K +340 +14%
LWAM
305
Legacy Wealth Asset Management
Minnesota
$693K +$5.43K +21 +0.8%
SI
306
Stephens Inc
Arkansas
$690K -$6.73K -26 -1%
CL
307
Choreo LLC
Illinois
$681K -$611K -2,363 -47%
STA
308
Summit Trail Advisors
New York
$678K +$678K +2,622 New
Osaic Holdings
309
Osaic Holdings
Arizona
$674K +$149K +730 +28%
Bank of Nova Scotia
310
Bank of Nova Scotia
Ontario, Canada
$671K -$19.4K -75 -3%
Vontobel Holding
311
Vontobel Holding
Switzerland
$668K +$123K +476 +23%
Mackenzie Financial
312
Mackenzie Financial
Ontario, Canada
$659K +$659K +2,547 New
AFA
313
AA Financial Advisors
Ohio
$639K +$89.3K +345 +16%
JCM
314
J2 Capital Management
Michigan
$608K +$158K +611 +35%
Federated Hermes
315
Federated Hermes
Pennsylvania
$605K -$105K -406 -15%
PWG
316
Private Wealth Group
Florida
$604K – – –
Commonwealth Equity Services
317
Commonwealth Equity Services
Massachusetts
$595K +$24.1K +93 +4%
PAS
318
Point72 Asia (Singapore)
Singapore
$595K +$595K +2,299 New
GBA
319
Garrison Bradford & Associates
New York
$582K – – –
GIM
320
Glenmede Investment Management
Pennsylvania
$582K +$582K +2,250 New
KRSITF
321
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$572K -$39.3K -152 -6%
CAG
322
Crestwood Advisors Group
Massachusetts
$570K -$518 -2 -0.1%
AWM
323
Avior Wealth Management
Nebraska
$567K +$567K +2,190 New
IC
324
IEQ Capital
California
$565K +$217K +837 +62%
MP
325
Makaira Partners
California
$562K – – –
11 12
13
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