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HEICO Corp Class A

568 hedge funds and large institutions have $19.6B invested in HEICO Corp Class A in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 215 increasing their positions, 176 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 35

24% more capital invested

Capital invested by funds: $15.8B → $19.6B (+$3.86B)

22% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 176

20% more funds holding in top 10

Funds holding in top 10: 2530 (+5)

5% more funds holding

Funds holding: 542568 (+26)

1.18% more ownership

Funds ownership: 89.06%90.24% (+1.2%)

67% less call options, than puts

Call options by funds: $2.47M | Put options by funds: $7.57M

Holders
568
Holders Change
+26
Holders Change %
+4.8%
% of All Funds
7.48%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.39%
New
68
Increased
215
Reduced
176
Closed
35
Calls
$2.47M
Puts
$7.57M
Net Calls
-$5.1M
Net Calls Change
-$7.57M
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
301
Everhart Financial Group
Ohio
$807K +$6.35K +29 +0.9%
PIM
302
Plato Investment Management
Australia
$793K
TIM
303
Tortoise Investment Management
New York
$779K +$1.09K +5 +0.2%
TMAM
304
Tokio Marine Asset Management
Japan
$767K +$46.8K +214 +8%
AAS
305
Avantax Advisory Services
Texas
$762K +$80.1K +366 +14%
GIBU
306
Gulf International Bank (UK)
United Kingdom
$746K
PPWP
307
Premier Path Wealth Partners
New Jersey
$738K -$20.6K -94 -3%
HFM
308
Harvest Fund Management
China
$732K -$10.9K -50 -2%
BWA
309
Burt Wealth Advisors
Maryland
$721K
OAC
310
OMERS Administration Corp
Ontario, Canada
$701K
Wealthfront Advisers
311
Wealthfront Advisers
California
$701K +$74.4K +340 +14%
LWAM
312
Legacy Wealth Asset Management
Minnesota
$693K +$4.6K +21 +0.8%
SI
313
Stephens Inc
Arkansas
$690K -$5.69K -26 -1%
CL
314
Choreo LLC
Illinois
$681K -$517K -2,363 -47%
STA
315
Summit Trail Advisors
New York
$678K +$574K +2,622 New
Bank of Nova Scotia
316
Bank of Nova Scotia
Ontario, Canada
$671K -$16.4K -75 -3%
Vontobel Holding
317
Vontobel Holding
Switzerland
$668K +$104K +476 +23%
Mackenzie Financial
318
Mackenzie Financial
Ontario, Canada
$659K +$558K +2,547 New
AFA
319
AA Financial Advisors
Ohio
$639K +$75.5K +345 +16%
JCM
320
J2 Capital Management
Michigan
$608K +$134K +611 +35%
Federated Hermes
321
Federated Hermes
Pennsylvania
$605K -$88.9K -406 -15%
PWG
322
Private Wealth Group
Florida
$604K
Commonwealth Equity Services
323
Commonwealth Equity Services
Massachusetts
$595K +$20.4K +93 +4%
PAS
324
Point72 Asia (Singapore)
Singapore
$595K +$503K +2,299 New
GBA
325
Garrison Bradford & Associates
New York
$582K

HEI.A Hedge Fund Activity: Q2 2025 in Review

568 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q2 2025, worth a combined $19.6B — up 24% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new HEI.A positions and 35 closed out — a net gain of 33 holders — while 215 added to existing stakes and 176 trimmed.

The largest buyer was Invesco, adding an estimated $95.4M. The largest seller was Principal Financial Group, cutting an estimated $99.6M.

  • 568 institutional investors held HEICO Corp Class A (HEI.A) as of Q2 2025, up from 542 in Q1 2025.
  • Funds reported $19.6B of HEICO Corp Class A stock for Q2 2025, up 24% quarter-over-quarter.
  • 68 funds opened new HEICO Corp Class A positions in Q2 2025 and 35 closed out, a net change of +33 holders.
  • The largest HEICO Corp Class A buyer in Q2 2025 was Invesco, an estimated $95.4M added.
  • The largest HEICO Corp Class A seller in Q2 2025 was Principal Financial Group, an estimated $99.6M sold.

Based on aggregated 13F filings for Q2 2025.