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HEICO Class A

534 hedge funds and large institutions have $15.1B invested in HEICO Class A in 2025 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 189 increasing their positions, 171 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+39
Holders Change %
+7.88%
% of All Funds
7.26%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.33%
New
88
Increased
189
Reduced
171
Closed
40
Calls
$4.94M
Puts
$2.48M
Net Calls
+$2.46M
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
376
Sequoia Financial Advisors
Ohio
$255K +$255K +1,207 New
MCWA
377
Meadow Creek Wealth Advisors
Georgia
$247K +$2.95K +14 +1%
OR
378
Olympiad Research
Connecticut
$246K +$246K +1,166 New
GT
379
Glenview Trust
Kentucky
$245K -$16.9K -80 -6%
MA
380
MONECO Advisors
Connecticut
$242K
HKIMG
381
Hutchens & Kramer Investment Management Group
Indiana
$238K
WA
382
Waverly Advisors
Alabama
$238K +$238K +1,129 New
BNP Paribas Asset Management
383
BNP Paribas Asset Management
France
$235K
MOS
384
MGO One Seven
Ohio
$234K +$234K +1,107 New
EWA
385
Exencial Wealth Advisors
Oklahoma
$232K -$13.5K -64 -5%
AIMCA
386
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$232K
Cambridge Investment Research Advisors
387
Cambridge Investment Research Advisors
Iowa
$232K -$34.1K -162 -13%
First Trust Advisors
388
First Trust Advisors
Illinois
$228K -$4.43K -21 -2%
FIA
389
Foundations Investment Advisors
Arizona
$225K +$225K +1,068 New
BBW
390
Blue Barn Wealth
Utah
$225K +$225K +1,067 New
Focus Partners Wealth
391
Focus Partners Wealth
Massachusetts
$224K -$15.8K -75 -7%
NW
392
NewEdge Wealth
Pennsylvania
$222K +$222K +1,053 New
HAG
393
HighPoint Advisor Group
Illinois
$222K +$222K +1,115 New
FB
394
Fulton Bank
Pennsylvania
$222K +$222K +1,050 New
GI
395
GAMMA Investing
California
$219K +$6.75K +32 +3%
NFG
396
Nations Financial Group
Iowa
$216K +$216K +1,023 New
PCP
397
Proficio Capital Partners
Massachusetts
$212K +$212K +1,006 New
DWM
398
Diversify Wealth Management
Utah
$212K +$212K +1,065 New
BCP
399
Blue Chip Partners
Michigan
$212K +$212K +1,003 New
WSFS
400
Wilmington Savings Fund Society
Delaware
$211K