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HEICO Corp Class A

617 hedge funds and large institutions have $14.6B invested in HEICO Corp Class A in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 256 increasing their positions, 184 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1.41% less ownership

Funds ownership: 83.42%82.01% (-1.4%)

7% less funds holding in top 10

Funds holding in top 10: 2826 (-2)

18% less capital invested

Capital invested by funds: $17.7B → $14.6B (-$3.13B)

Holders
617
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
$24.7M
Puts
$2.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
351
Ostrum Asset Management
France
$621K
MGWM
352
Marks Group Wealth Management
Minnesota
$619K
BA
353
Bridgewater Associates
Connecticut
$617K
TIM
354
Tortoise Investment Management
New York
$616K
LWAM
355
Legacy Wealth Asset Management
Minnesota
$597K
Wealthfront Advisers
356
Wealthfront Advisers
California
$596K
CRC
357
Curi RMB Capital
Illinois
$594K
MC
358
Machina Capital
France
$581K
HTC
359
Haverford Trust Company
Pennsylvania
$579K
Rockefeller Capital Management
360
Rockefeller Capital Management
New York
$579K
AA
361
Alesco Advisors
New York
$572K
TWC
362
TD Waterhouse Canada
Ontario, Canada
$561K
VAS
363
Vestmark Advisory Solutions
Massachusetts
$559K
SI
364
Stephens Inc
Arkansas
$549K
GT
365
Glenmede Trust
Pennsylvania
$547K
First Trust Advisors
366
First Trust Advisors
Illinois
$546K
HighTower Advisors
367
HighTower Advisors
Illinois
$542K
Carson Wealth (CWM LLC)
368
Carson Wealth (CWM LLC)
Nebraska
$540K
WHG
369
Westwood Holdings Group
Texas
$534K
PPWP
370
Premier Path Wealth Partners
New Jersey
$523K
Envestnet Portfolio Solutions
371
Envestnet Portfolio Solutions
Illinois
$523K
DWM
372
Diversify Wealth Management
Utah
$519K
Federated Hermes
373
Federated Hermes
Pennsylvania
$512K
AFA
374
AA Financial Advisors
Ohio
$510K
Prudential Financial
375
Prudential Financial
New Jersey
$503K