HEI.A icon

HEICO Corp Class A

582 hedge funds and large institutions have $17.5B invested in HEICO Corp Class A in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 202 increasing their positions, 202 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

11% less capital invested

Capital invested by funds: $19.6B → $17.5B (-$2.14B)

13% less funds holding in top 10

Funds holding in top 10: 3026 (-4)

74% less call options, than puts

Call options by funds: $1.8M | Put options by funds: $6.87M

Holders
582
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.8M
Puts
$6.87M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
326
Choreo LLC
Illinois
$611K
GIM
327
Glenmede Investment Management
Pennsylvania
$610K
NG
328
Norden Group
Utah
$602K
Commonwealth Equity Services
329
Commonwealth Equity Services
Massachusetts
$593K
PWG
330
Private Wealth Group
Florida
$593K
Federated Hermes
331
Federated Hermes
Pennsylvania
$570K
MP
332
Makaira Partners
California
$552K
Carson Wealth (CWM LLC)
333
Carson Wealth (CWM LLC)
Nebraska
$544K
CB
334
Commerce Bank
Missouri
$514K
FCP
335
Fidelis Capital Partners
Florida
$512K
KRSITF
336
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$501K
CAG
337
Crestwood Advisors Group
Massachusetts
$500K
OC
338
Oppenheimer & Co
New York
$496K
MAP
339
Moody Aldrich Partners
Massachusetts
$490K
JCM
340
J2 Capital Management
Michigan
$488K
AC
341
Aristides Capital
Kentucky
$485K
SAG
342
SageView Advisory Group
California
$473K
VA
343
Vident Advisory
Georgia
$469K
Acadian Asset Management
344
Acadian Asset Management
Massachusetts
$468K
GBA
345
Garrison Bradford & Associates
New York
$464K
AA
346
ALPS Advisors
Colorado
$462K
BP
347
Ballentine Partners
Massachusetts
$457K
RWM
348
RKL Wealth Management
Pennsylvania
$454K
SFA
349
Sequoia Financial Advisors
Ohio
$452K
KAM
350
KEB Asset Management
Illinois
$445K