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HEICO Corp Class A

568 hedge funds and large institutions have $19.6B invested in HEICO Corp Class A in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 215 increasing their positions, 176 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 35

24% more capital invested

Capital invested by funds: $15.8B → $19.6B (+$3.86B)

22% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 176

20% more funds holding in top 10

Funds holding in top 10: 2530 (+5)

5% more funds holding

Funds holding: 542568 (+26)

1.18% more ownership

Funds ownership: 89.06%90.24% (+1.2%)

67% less call options, than puts

Call options by funds: $2.47M | Put options by funds: $7.57M

Holders
568
Holders Change
+26
Holders Change %
+4.8%
% of All Funds
7.48%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.39%
New
68
Increased
215
Reduced
176
Closed
35
Calls
$2.47M
Puts
$7.57M
Net Calls
-$5.1M
Net Calls Change
-$7.57M
Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
351
Legacy Capital Wealth Partners
Arkansas
$426K +$876 +4 +0.2%
SEIA
352
Signature Estate & Investment Advisors
California
$422K -$19.9K -91 -5%
Mercer Global Advisors
353
Mercer Global Advisors
Colorado
$419K +$62.8K +287 +22%
Manulife (Manufacturers Life Insurance)
354
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$419K +$22.5K +103 +7%
PFS
355
Prospera Financial Services
Texas
$412K +$348K +1,592 New
FWA
356
FSM Wealth Advisors
Ohio
$409K -$1.75K -8 -0.5%
KBC Group
357
KBC Group
Belgium
$386K
SLWA
358
San Luis Wealth Advisors
California
$385K
KFS
359
Kurt F. Somerville
$381K
RFC
360
Regions Financial Corp
Alabama
$381K +$34.4K +157 +12%
RWP
361
RWA Wealth Partners
Massachusetts
$372K
SFA
362
Sequoia Financial Advisors
Ohio
$364K +$43.8K +200 +17%
NG
363
Norden Group
Utah
$363K -$22.1K -101 -7%
DAS
364
Diversify Advisory Services
Utah
$355K -$129K -588 -29%
MCM
365
MAI Capital Management
Ohio
$353K +$23.9K +109 +9%
BCI
366
Brinker Capital Investments
Pennsylvania
$353K +$299K +1,364 New
OC
367
Oarsman Capital
Wisconsin
$352K +$33.5K +153 +13%
NAS
368
Nicolet Advisory Services
Wisconsin
$346K -$4.16K -19 -1%
Neuberger Berman Group
369
Neuberger Berman Group
New York
$344K +$5.03K +23 +2%
WA
370
Wealth Alliance
New York
$340K +$438 +2 +0.2%
FHA
371
First Horizon Advisors
Tennessee
$337K +$17.3K +79 +6%
UM
372
UniSuper Management
Australia
$336K -$21.9K -100 -7%
IA
373
IFC Advisors
California
$335K -$5.69K -26 -2%
BNP Paribas Asset Management
374
BNP Paribas Asset Management
France
$329K +$33.3K +152 +14%
YCM
375
Yousif Capital Management
Michigan
$321K -$23.9K -109 -8%

HEI.A Hedge Fund Activity: Q2 2025 in Review

568 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q2 2025, worth a combined $19.6B — up 24% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new HEI.A positions and 35 closed out — a net gain of 33 holders — while 215 added to existing stakes and 176 trimmed.

The largest buyer was Invesco, adding an estimated $95.4M. The largest seller was Principal Financial Group, cutting an estimated $99.6M.

  • 568 institutional investors held HEICO Corp Class A (HEI.A) as of Q2 2025, up from 542 in Q1 2025.
  • Funds reported $19.6B of HEICO Corp Class A stock for Q2 2025, up 24% quarter-over-quarter.
  • 68 funds opened new HEICO Corp Class A positions in Q2 2025 and 35 closed out, a net change of +33 holders.
  • The largest HEICO Corp Class A buyer in Q2 2025 was Invesco, an estimated $95.4M added.
  • The largest HEICO Corp Class A seller in Q2 2025 was Principal Financial Group, an estimated $99.6M sold.

Based on aggregated 13F filings for Q2 2025.