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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 %
AC
326
AXQ Capital
New Jersey
$537K +$283K +1,092 +111%
CB
327
Commerce Bank
Missouri
$522K -$228K -882 -30%
CFO
328
Callan Family Office
Pennsylvania
$511K +$511K +1,974 New
OC
329
Oppenheimer & Co
New York
$506K -$6.99K -27 -1%
MAP
330
Moody Aldrich Partners
Massachusetts
$501K -$8.54K -33 -2%
FCP
331
Fidelis Capital Partners
Florida
$500K -$37K -149 -7%
Focus Partners Wealth
332
Focus Partners Wealth
Massachusetts
$498K +$223K +863 +81%
Carson Wealth (CWM LLC)
333
Carson Wealth (CWM LLC)
Nebraska
$495K +$127K +492 +35%
AC
334
Aristides Capital
Kentucky
$494K – – –
EF
335
Empowered Funds
Pennsylvania
$488K +$19.9K +77 +4%
SAG
336
SageView Advisory Group
California
$475K -$1.28K -5 -0.3%
BP
337
Ballentine Partners
Massachusetts
$465K – – –
VA
338
Vident Advisory
Georgia
$464K +$32.9K +127 +8%
RWM
339
RKL Wealth Management
Pennsylvania
$462K – – –
QCM
340
QRG Capital Management
Illinois
$462K +$518 +2 +0.1%
AA
341
ALPS Advisors
Colorado
$458K +$5.43K +21 +1%
AG
342
Algert Global
California
$455K +$455K +1,760 New
KAM
343
KEB Asset Management
Illinois
$453K – – –
NWAG
344
Net Worth Advisory Group
Utah
$451K +$15.5K +60 +4%
LCWP
345
Legacy Capital Wealth Partners
Arkansas
$426K +$1.04K +4 +0.2%
SEIA
346
Signature Estate & Investment Advisors
California
$422K -$23.5K -91 -5%
Mercer Global Advisors
347
Mercer Global Advisors
Colorado
$419K +$74.3K +287 +22%
Manulife (Manufacturers Life Insurance)
348
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$419K +$26.7K +103 +7%
PFS
349
Prospera Financial Services
Texas
$412K +$412K +1,592 New
FWA
350
FSM Wealth Advisors
Ohio
$409K -$2.03K -8 -0.5%
12 13
14
15 16