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HEICO Class A
HEI.A

Overview Fund Activity

559 hedge funds and large institutions have $19.2B invested in HEICO Class A in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 210 increasing their positions, 173 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+25
Holders Change %
+4.68%
% of All Funds
7.49%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.39%
New
67
Increased
210
Reduced
173
Closed
34
Calls
$2.47M
Puts
$7.57M
Net Calls
-$5.1M
Net Calls Change
-$7.57M

Top Buyers

1
Invesco
Invesco
Georgia
+$113M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$88.2M
3
AC
Aristeia Capital
Connecticut
+$69.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$64.4M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
+$48.6M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$118M
2
A
AustralianSuper
Australia
-$80.1M
3
Macquarie Group
Macquarie Group
Australia
-$69M
4
VVP
Vulcan Value Partners
Alabama
-$55.4M
5
SCM
Snyder Capital Management
California
-$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
376
GAMMA Investing
California
$295K +$26.7K +103 +10%
DBRC
377
D.B. Root & Company
Pennsylvania
$292K +$292K +1,129 New
HAG
378
HighPoint Advisor Group
Illinois
$292K +$3.11K +12 +1%
WA
379
Waverly Advisors
Alabama
$288K -$3.88K -15 -1%
MA
380
MONECO Advisors
Connecticut
$287K -$10.1K -39 -3%
MOS
381
MGO One Seven
Ohio
$286K – – –
LCM
382
Laurion Capital Management
New York
$285K +$285K +1,103 New
AIMCA
383
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$285K – – –
BBW
384
Blue Barn Wealth
Utah
$283K +$6.99K +27 +3%
Cambridge Investment Research Advisors
385
Cambridge Investment Research Advisors
Iowa
$283K -$2.07K -8 -0.7%
MCWA
386
Meadow Creek Wealth Advisors
Georgia
$282K -$22K -85 -7%
HKIMG
387
Hutchens & Kramer Investment Management Group
Indiana
$282K -$3.53K -14 -1%
Hudson Bay Capital Management
388
Hudson Bay Capital Management
Connecticut
$279K +$279K +1,080 New
FB
389
Fulton Bank
Pennsylvania
$275K +$3.62K +14 +1%
FIA
390
Foundations Investment Advisors
Arizona
$274K -$2.85K -11 -1%
OFS
391
OneAscent Financial Services
Alabama
$272K -$275K -1,076 -50%
VAG
392
VisionPoint Advisory Group
Texas
$271K +$271K +1,048 New
NW
393
NewEdge Wealth
Pennsylvania
$270K +$9.89K +40 +4%
SFI
394
Siemens Fonds Invest
Germany
$269K +$45K +174 +20%
NFG
395
Nations Financial Group
Iowa
$265K – – –
BCP
396
Blue Chip Partners
Michigan
$264K +$4.92K +19 +2%
PCP
397
Proficio Capital Partners
Massachusetts
$262K +$1.55K +6 +0.6%
WSFS
398
Wilmington Savings Fund Society
Delaware
$258K – – –
EWA
399
Exencial Wealth Advisors
Oklahoma
$257K -$27.4K -106 -10%
CGH
400
Crossmark Global Holdings
Texas
$257K +$257K +995 New
14 15
16
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