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HEICO Corp Class A

619 hedge funds and large institutions have $14.6B invested in HEICO Corp Class A in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 256 increasing their positions, 186 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

974% more call options, than puts

Call options by funds: $24.7M | Put options by funds: $2.3M

38% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 186

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

0% more funds holding

Funds holding: 616619 (+3)

1.41% less ownership

Funds ownership: 83.43%82.02% (-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
619
Holders Change
+3
Holders Change %
+0.49%
% of All Funds
7.62%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.32%
New
76
Increased
256
Reduced
186
Closed
60
Calls
$24.7M
Puts
$2.3M
Net Calls
+$22.4M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
351
Woodline Partners
California
$626K +$387K +1,571 +113%
OAM
352
Ostrum Asset Management
France
$621K +$618K +2,512 +583%
MGWM
353
Marks Group Wealth Management
Minnesota
$619K -$60.6K -246 -8%
BA
354
Bridgewater Associates
Connecticut
$617K +$720K +2,924 New
TIM
355
Tortoise Investment Management
New York
$616K +$492 +2 +0.1%
LWAM
356
Legacy Wealth Asset Management
Minnesota
$597K +$246 +1 +0%
Wealthfront Advisers
357
Wealthfront Advisers
California
$596K -$15.5K -63 -2%
CRC
358
Curi RMB Capital
Illinois
$594K -$43.6K -177 -6%
MC
359
Machina Capital
France
$581K -$125K -508 -16%
HTC
360
Haverford Trust Company
Pennsylvania
$579K -$150K -610 -18%
Rockefeller Capital Management
361
Rockefeller Capital Management
New York
$579K +$35.2K +143 +6%
AA
362
Alesco Advisors
New York
$572K +$667K +2,711 New
TWC
363
TD Waterhouse Canada
Ontario, Canada
$561K +$639K +2,597 +5,771%
VAS
364
Vestmark Advisory Solutions
Massachusetts
$559K -$360K -1,461 -36%
SI
365
Stephens Inc
Arkansas
$549K -$6.4K -26 -1%
GT
366
Glenmede Trust
Pennsylvania
$547K +$2.95K +12 +0.5%
First Trust Advisors
367
First Trust Advisors
Illinois
$546K +$210K +852 +49%
HighTower Advisors
368
HighTower Advisors
Illinois
$542K +$74.8K +304 +13%
Carson Wealth (CWM LLC)
369
Carson Wealth (CWM LLC)
Nebraska
$540K +$140K +569 +29%
WHG
370
Westwood Holdings Group
Texas
$534K +$623K +2,532 New
PPWP
371
Premier Path Wealth Partners
New Jersey
$523K -$8.62K -35 -1%
Envestnet Portfolio Solutions
372
Envestnet Portfolio Solutions
Illinois
$523K -$315K -1,281 -34%
DWM
373
Diversify Wealth Management
Utah
$519K +$635K +2,580 New
Federated Hermes
374
Federated Hermes
Pennsylvania
$512K +$34.2K +139 +6%
AFA
375
AA Financial Advisors
Ohio
$510K -$13.5K -55 -2%

HEI.A Hedge Fund Activity: Q1 2026 in Review

619 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q1 2026, worth a combined $14.6B — down 18% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new HEI.A positions and 60 closed out — a net gain of 16 holders — while 256 added to existing stakes and 186 trimmed.

The largest buyer was State of Wisconsin Investment Board, adding an estimated $108M. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $327M sold.

  • 619 institutional investors held HEICO Corp Class A (HEI.A) as of Q1 2026, up from 616 in Q4 2025.
  • Funds reported $14.6B of HEICO Corp Class A stock for Q1 2026, down 18% quarter-over-quarter.
  • 76 funds opened new HEICO Corp Class A positions in Q1 2026 and 60 closed out, a net change of +16 holders.
  • The largest HEICO Corp Class A buyer in Q1 2026 was State of Wisconsin Investment Board, an estimated $108M added.
  • The largest HEICO Corp Class A seller in Q1 2026 was Berkshire Hathaway, an estimated $327M sold.

Based on aggregated 13F filings for Q1 2026.