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HEICO Corp Class A

564 hedge funds and large institutions have $19.6B invested in HEICO Corp Class A in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 214 increasing their positions, 174 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

5% more funds holding

Funds holding: 539564 (+25)

2.81% more ownership

Funds ownership: 87.25%90.06% (+2.8%)

67% less call options, than puts

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

Holders
564
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.47M
Puts
$7.57M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
326
Crestwood Advisors Group
Massachusetts
$570K
AWM
327
Avior Wealth Management
Nebraska
$567K
IC
328
IEQ Capital
California
$565K
MP
329
Makaira Partners
California
$562K
AC
330
AXQ Capital
New Jersey
$537K
CB
331
Commerce Bank
Missouri
$522K
CFO
332
Callan Family Office
Pennsylvania
$511K
OC
333
Oppenheimer & Co
New York
$506K
MAP
334
Moody Aldrich Partners
Massachusetts
$501K
FCP
335
Fidelis Capital Partners
Florida
$500K
Focus Partners Wealth
336
Focus Partners Wealth
Massachusetts
$498K
Carson Wealth (CWM LLC)
337
Carson Wealth (CWM LLC)
Nebraska
$495K
AC
338
Aristides Capital
Kentucky
$494K
EF
339
Empowered Funds
Pennsylvania
$488K
SAG
340
SageView Advisory Group
California
$475K
BP
341
Ballentine Partners
Massachusetts
$465K
VA
342
Vident Advisory
Georgia
$464K
RWM
343
RKL Wealth Management
Pennsylvania
$462K
QCM
344
QRG Capital Management
Illinois
$462K
AA
345
ALPS Advisors
Colorado
$458K
AG
346
Algert Global
California
$455K
KAM
347
KEB Asset Management
Illinois
$453K
NWAG
348
Net Worth Advisory Group
Utah
$451K
LCWP
349
Legacy Capital Wealth Partners
Arkansas
$426K
SEIA
350
Signature Estate & Investment Advisors
California
$422K