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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
GIM
326
Glenmede Investment Management
Pennsylvania
$582K +$492K +2,250 New
KRSITF
327
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$572K -$33.3K -152 -6%
CAG
328
Crestwood Advisors Group
Massachusetts
$570K -$438 -2 -0.1%
AWM
329
Avior Wealth Management
Nebraska
$567K +$479K +2,190 New
IC
330
IEQ Capital
California
$565K +$183K +837 +62%
MP
331
Makaira Partners
California
$562K
AC
332
AXQ Capital
New Jersey
$537K +$239K +1,092 +111%
CB
333
Commerce Bank
Missouri
$522K -$193K -882 -30%
CFO
334
Callan Family Office
Pennsylvania
$511K +$432K +1,974 New
OC
335
Oppenheimer & Co
New York
$506K -$5.91K -27 -1%
MAP
336
Moody Aldrich Partners
Massachusetts
$501K -$7.22K -33 -2%
FCP
337
Fidelis Capital Partners
Florida
$500K -$32.6K -149 -7%
Focus Partners Wealth
338
Focus Partners Wealth
Massachusetts
$498K +$189K +863 +81%
Carson Wealth (CWM LLC)
339
Carson Wealth (CWM LLC)
Nebraska
$495K +$108K +492 +35%
AC
340
Aristides Capital
Kentucky
$494K
EF
341
Empowered Funds
Pennsylvania
$488K +$16.9K +77 +4%
SAG
342
SageView Advisory Group
California
$475K -$1.09K -5 -0.3%
BP
343
Ballentine Partners
Massachusetts
$465K
VA
344
Vident Advisory
Georgia
$464K +$27.8K +127 +8%
RWM
345
RKL Wealth Management
Pennsylvania
$462K
QCM
346
QRG Capital Management
Illinois
$462K +$438 +2 +0.1%
AA
347
ALPS Advisors
Colorado
$458K +$4.6K +21 +1%
AG
348
Algert Global
California
$455K +$385K +1,760 New
KAM
349
KEB Asset Management
Illinois
$453K
NWAG
350
Net Worth Advisory Group
Utah
$451K +$13.1K +60 +4%

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.