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HEICO Corp Class A

619 hedge funds and large institutions have $14.6B invested in HEICO Corp Class A in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 256 increasing their positions, 186 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

974% more call options, than puts

Call options by funds: $24.7M | Put options by funds: $2.3M

38% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 186

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

0% more funds holding

Funds holding: 616619 (+3)

1.41% less ownership

Funds ownership: 83.43%82.02% (-1.4%)

7% less funds holding in top 10

Funds holding in top 10: 2826 (-2)

18% less capital invested

Capital invested by funds: $17.7B → $14.6B (-$3.13B)

Holders
619
Holders Change
+3
Holders Change %
+0.49%
% of All Funds
7.62%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.32%
New
76
Increased
256
Reduced
186
Closed
60
Calls
$24.7M
Puts
$2.3M
Net Calls
+$22.4M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PWG
401
Portside Wealth Group
Utah
$348K -$142K -577 -26%
CA
402
Clearstead Advisors
Ohio
$341K +$282K +1,144 +243%
CGH
403
Crossmark Global Holdings
Texas
$337K
FWA
404
FSM Wealth Advisors
Ohio
$336K -$32.5K -132 -8%
LCWP
405
Legacy Capital Wealth Partners
Arkansas
$334K -$9.11K -37 -2%
AIM
406
Aigen Investment Management
New York
$328K +$159K +646 +71%
KCP
407
Kera Capital Partners
California
$326K -$95.3K -387 -20%
Manulife (Manufacturers Life Insurance)
408
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$324K -$246 -1 -0.1%
NB
409
Nicolet Bankshares
Wisconsin
$323K +$375K +1,522 New
KBC Group
410
KBC Group
Belgium
$315K
KFS
411
Kurt F. Somerville
$311K
MCM
412
MAI Capital Management
Ohio
$310K +$41.9K +170 +13%
Cambridge Investment Research Advisors
413
Cambridge Investment Research Advisors
Iowa
$305K -$985 -4 -0.3%
RWP
414
RWA Wealth Partners
Massachusetts
$303K
Northwestern Mutual Wealth Management
415
Northwestern Mutual Wealth Management
Wisconsin
$300K +$40.1K +163 +13%
WA
416
Wealth Alliance
New York
$296K +$11.8K +48 +4%
OAM
417
Oxford Asset Management
United Kingdom
$295K +$344K +1,399 New
LMFP
418
Larry Mathis Financial Planning
Arizona
$295K +$113K +458 +49%
PFS
419
Prospera Financial Services
Texas
$293K -$739 -3 -0.2%
RS
420
R Squared
Hong Kong
$292K +$116K +470 +52%
YCM
421
Yousif Capital Management
Michigan
$284K +$5.91K +24 +2%
LOAMS
422
Lombard Odier Asset Management (Switzerland)
Switzerland
$282K +$329K +1,336 New
Neuberger Berman Group
423
Neuberger Berman Group
New York
$281K -$11.8K -48 -3%
DILIC
424
Dai-ichi Life Insurance Company
Japan
$277K -$1.31M -5,333 -80%
UM
425
UniSuper Management
Australia
$274K

HEI.A Hedge Fund Activity: Q1 2026 in Review

619 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q1 2026, worth a combined $14.6B — down 18% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new HEI.A positions and 60 closed out — a net gain of 16 holders — while 256 added to existing stakes and 186 trimmed.

The largest buyer was State of Wisconsin Investment Board, adding an estimated $108M. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $327M sold.

  • 619 institutional investors held HEICO Corp Class A (HEI.A) as of Q1 2026, up from 616 in Q4 2025.
  • Funds reported $14.6B of HEICO Corp Class A stock for Q1 2026, down 18% quarter-over-quarter.
  • 76 funds opened new HEICO Corp Class A positions in Q1 2026 and 60 closed out, a net change of +16 holders.
  • The largest HEICO Corp Class A buyer in Q1 2026 was State of Wisconsin Investment Board, an estimated $108M added.
  • The largest HEICO Corp Class A seller in Q1 2026 was Berkshire Hathaway, an estimated $327M sold.

Based on aggregated 13F filings for Q1 2026.