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HEICO Corp Class A

500 hedge funds and large institutions have $13.8B invested in HEICO Corp Class A in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 158 increasing their positions, 178 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $5.29M | Put options by funds: $1.8M

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

0.44% more ownership

Funds ownership: 88.22%88.66% (+0.44%)

0% less funds holding

Funds holding: 501500 (-1)

8% less capital invested

Capital invested by funds: $15.1B → $13.8B (-$1.22B)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

11% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 178

Holders
500
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
6.59%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.28%
New
64
Increased
158
Reduced
178
Closed
54
Calls
$5.29M
Puts
$1.8M
Net Calls
+$3.49M
Net Calls Change
-$806K
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
401
CVA Family Office
Colorado
$78.5K
WT
402
Whittier Trust
California
$77.6K +$18.5K +92 +28%
SPIA
403
Steward Partners Investment Advisory
New York
$77.2K +$25.2K +125 +43%
AF
404
Advisornet Financial
Minnesota
$72.9K -$2.02K -10 -2%
TFIPS
405
Towarzystwo Funduszy Inwestycyjnych PZU SA
$72.6K
WTC
406
WhitTier Trust Company
Nevada
$67K
WA
407
Whipplewood Advisors
Colorado
$64.2K +$69.6K +345 New
SWM
408
Spire Wealth Management
Virginia
$62K
CTC
409
Central Trust Company
Missouri
$58.1K +$62.9K +312 New
HWA
410
Heritage Wealth Advisors
Virginia
$54.1K
GWM
411
Geneos Wealth Management
Colorado
$52.5K +$2.22K +11 +4%
Northwestern Mutual Wealth Management
412
Northwestern Mutual Wealth Management
Wisconsin
$50.2K +$43.5K +216 +400%
MCM
413
MV Capital Management
Maryland
$44.1K -$202 -1 -0.4%
JFGIW
414
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39K +$34.7K +172 +521%
Mirae Asset Global ETFs Holdings
415
Mirae Asset Global ETFs Holdings
Hong Kong
$36.5K -$403 -2 -1%
AIM
416
Anchor Investment Management
South Carolina
$34.4K
OLVIG
417
Oliver Lagore Vanvalin Investment Group
Michigan
$32.9K +$2.22K +11 +7%
S
418
SignatureFD
Georgia
$31.9K +$1.01K +5 +3%
GRP
419
Global Retirement Partners
California
$30K -$2.82K -14 -8%
CM
420
Crestline Management
Texas
$26.4K +$28.6K +142 New
PA
421
Parallel Advisors
California
$25.7K +$10.9K +54 +64%
ADL
422
Asset Dedication LLC
California
$24K
PPC
423
Park Place Capital
Alabama
$23.8K
PTC
424
Private Trust Company
Ohio
$23.8K +$25.8K +128 New
S
425
Sachetta
Massachusetts
$23.3K

HEI.A Hedge Fund Activity: Q4 2024 in Review

500 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q4 2024, worth a combined $13.8B — down 8.1% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HEI.A positions and 54 closed out — a net gain of 10 holders — while 158 added to existing stakes and 178 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $62.2M. The largest seller was Investment Management Corp of Ontario (IMCO), exiting entirely with an estimated $88.4M sold.

  • 500 institutional investors held HEICO Corp Class A (HEI.A) as of Q4 2024, down from 501 in Q3 2024.
  • Funds reported $13.8B of HEICO Corp Class A stock for Q4 2024, down 8.1% quarter-over-quarter.
  • 64 funds opened new HEICO Corp Class A positions in Q4 2024 and 54 closed out, a net change of +10 holders.
  • The largest HEICO Corp Class A buyer in Q4 2024 was Capital World Investors, an estimated $62.2M added.
  • The largest HEICO Corp Class A seller in Q4 2024 was Investment Management Corp of Ontario (IMCO), an estimated $88.4M sold.

Based on aggregated 13F filings for Q4 2024.