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HEICO Corp Class A

500 hedge funds and large institutions have $13.8B invested in HEICO Corp Class A in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 158 increasing their positions, 178 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $5.29M | Put options by funds: $1.8M

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

0.44% more ownership

Funds ownership: 88.22%88.66% (+0.44%)

0% less funds holding

Funds holding: 501500 (-1)

8% less capital invested

Capital invested by funds: $15.1B → $13.8B (-$1.22B)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

11% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 178

Holders
500
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
6.59%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.28%
New
64
Increased
158
Reduced
178
Closed
54
Calls
$5.29M
Puts
$1.8M
Net Calls
+$3.49M
Net Calls Change
-$806K
Name Holding Trade Value Shares
Change
Change in
Stake
VA
351
Vident Advisory
Georgia
$242K +$263K +1,302 New
SEIA
352
Signature Estate & Investment Advisors
California
$237K -$202 -1 -0.1%
LIM
353
Leavell Investment Management
Alabama
$236K
Cambridge Investment Research Advisors
354
Cambridge Investment Research Advisors
Iowa
$235K -$6.86K -34 -3%
FA
355
Fedenia Advisers
Wisconsin
$234K +$253K +1,255 New
Chevy Chase Trust
356
Chevy Chase Trust
Maryland
$232K +$2.02K +10 +0.8%
GT
357
Glenview Trust
Kentucky
$231K +$43.5K +216 +21%
WA
358
Wealth Alliance
New York
$231K +$6.86K +34 +3%
Thrivent Financial for Lutherans
359
Thrivent Financial for Lutherans
Minnesota
$229K
CIA
360
Concurrent Investment Advisors
Florida
$229K
Jane Street
361
Jane Street
New York
$226K -$191K -945 -44%
Carson Wealth (CWM LLC)
362
Carson Wealth (CWM LLC)
Nebraska
$225K +$4.03K +20 +2%
Simplex Trading
363
Simplex Trading
Illinois
$219K +$184K +915 +349%
EWA
364
Exencial Wealth Advisors
Oklahoma
$217K -$25.4K -126 -10%
CG
365
Caprock Group
Idaho
$216K +$234K +1,163 New
MCWA
366
Meadow Creek Wealth Advisors
Georgia
$216K -$9.07K -45 -4%
MA
367
MONECO Advisors
Connecticut
$214K +$231K +1,148 New
Focus Partners Wealth
368
Focus Partners Wealth
Massachusetts
$211K +$229K +1,135 New
FHA
369
First Horizon Advisors
Tennessee
$211K +$22.2K +110 +11%
HKIMG
370
Hutchens & Kramer Investment Management Group
Indiana
$210K
BNP Paribas Asset Management
371
BNP Paribas Asset Management
France
$208K -$93.1K -462 -29%
WAG
372
Wallace Advisory Group
California
$206K +$203K +1,009 New
First Trust Advisors
373
First Trust Advisors
Illinois
$205K +$223K +1,104 New
AIMCA
374
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$205K
OFS
375
OneAscent Financial Services
Alabama
$203K +$220K +1,093 New

HEI.A Hedge Fund Activity: Q4 2024 in Review

500 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q4 2024, worth a combined $13.8B — down 8.1% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HEI.A positions and 54 closed out — a net gain of 10 holders — while 158 added to existing stakes and 178 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $62.2M. The largest seller was Investment Management Corp of Ontario (IMCO), exiting entirely with an estimated $88.4M sold.

  • 500 institutional investors held HEICO Corp Class A (HEI.A) as of Q4 2024, down from 501 in Q3 2024.
  • Funds reported $13.8B of HEICO Corp Class A stock for Q4 2024, down 8.1% quarter-over-quarter.
  • 64 funds opened new HEICO Corp Class A positions in Q4 2024 and 54 closed out, a net change of +10 holders.
  • The largest HEICO Corp Class A buyer in Q4 2024 was Capital World Investors, an estimated $62.2M added.
  • The largest HEICO Corp Class A seller in Q4 2024 was Investment Management Corp of Ontario (IMCO), an estimated $88.4M sold.

Based on aggregated 13F filings for Q4 2024.