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HEICO Corp Class A

542 hedge funds and large institutions have $15.8B invested in HEICO Corp Class A in 2025 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 193 increasing their positions, 175 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 40

99% more call options, than puts

Call options by funds: $4.94M | Put options by funds: $2.48M

19% more funds holding in top 10

Funds holding in top 10: 2125 (+4)

14% more capital invested

Capital invested by funds: $13.8B → $15.8B (+$1.93B)

10% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 175

8% more funds holding

Funds holding: 500542 (+42)

0.4% more ownership

Funds ownership: 88.66%89.06% (+0.4%)

Holders
542
Holders Change
+42
Holders Change %
+8.4%
% of All Funds
7.27%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.34%
New
88
Increased
193
Reduced
175
Closed
40
Calls
$4.94M
Puts
$2.48M
Net Calls
+$2.46M
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
351
J2 Capital Management
Michigan
$367K -$19.6K -101 -5%
GWM
352
Geneos Wealth Management
Colorado
$365K +$280K +1,447 +513%
SEIA
353
Signature Estate & Investment Advisors
California
$363K +$87.2K +450 +35%
NWAG
354
Net Worth Advisory Group
Utah
$355K +$194 +1 +0.1%
VA
355
Vident Advisory
Georgia
$352K +$70.9K +366 +28%
LCWP
356
Legacy Capital Wealth Partners
Arkansas
$346K -$30.2K -156 -9%
FWA
357
FSM Wealth Advisors
Ohio
$341K +$25.4K +131 +9%
Manulife (Manufacturers Life Insurance)
358
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$320K -$3.88K -20 -1%
NG
359
Norden Group
Utah
$318K +$12.8K +66 +5%
VIM
360
Vinva Investment Management
Australia
$316K +$292K +1,508 New
KBC Group
361
KBC Group
Belgium
$315K -$403K -2,080 -58%
SLWA
362
San Luis Wealth Advisors
California
$314K
KFS
363
Kurt F. Somerville
$311K +$286K +1,474 New
CF
364
Corebridge Financial
Texas
$304K -$10.9K -56 -4%
TFS
365
Thoroughbred Financial Services
Tennessee
$304K -$10.3K -53 -4%
RWP
366
RWA Wealth Partners
Massachusetts
$303K -$71.3K -368 -20%
Carson Wealth (CWM LLC)
367
Carson Wealth (CWM LLC)
Nebraska
$300K +$41.3K +213 +18%
UM
368
UniSuper Management
Australia
$295K
YCM
369
Yousif Capital Management
Michigan
$285K +$7.17K +37 +3%
MGP
370
Metis Global Partners
California
$284K +$261K +1,346 New
IC
371
IEQ Capital
California
$284K +$261K +1,346 New
Mercer Global Advisors
372
Mercer Global Advisors
Colorado
$281K -$86.8K -448 -25%
IA
373
IFC Advisors
California
$278K +$256K +1,320 New
RFC
374
Regions Financial Corp
Alabama
$278K -$20.7K -107 -8%
WA
375
Wealth Alliance
New York
$277K +$14K +72 +6%

HEI.A Hedge Fund Activity: Q1 2025 in Review

542 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q1 2025, worth a combined $15.8B — up 14% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new HEI.A positions and 40 closed out — a net gain of 48 holders — while 193 added to existing stakes and 175 trimmed.

The largest buyer was Investment Management Corp of Ontario (IMCO), opening a new position worth an estimated $71.5M. The largest seller was AustralianSuper, cutting an estimated $72.4M.

  • 542 institutional investors held HEICO Corp Class A (HEI.A) as of Q1 2025, up from 500 in Q4 2024.
  • Funds reported $15.8B of HEICO Corp Class A stock for Q1 2025, up 14% quarter-over-quarter.
  • 88 funds opened new HEICO Corp Class A positions in Q1 2025 and 40 closed out, a net change of +48 holders.
  • The largest HEICO Corp Class A buyer in Q1 2025 was Investment Management Corp of Ontario (IMCO), an estimated $71.5M added.
  • The largest HEICO Corp Class A seller in Q1 2025 was AustralianSuper, an estimated $72.4M sold.

Based on aggregated 13F filings for Q1 2025.