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HEICO Corp Class A

564 hedge funds and large institutions have $19.6B invested in HEICO Corp Class A in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 214 increasing their positions, 174 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

5% more funds holding

Funds holding: 539564 (+25)

2.81% more ownership

Funds ownership: 87.25%90.06% (+2.8%)

67% less call options, than puts

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

Holders
564
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.47M
Puts
$7.57M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
401
Proficio Capital Partners
Massachusetts
$262K
WSFS
402
Wilmington Savings Fund Society
Delaware
$258K
EWA
403
Exencial Wealth Advisors
Oklahoma
$257K
CGH
404
Crossmark Global Holdings
Texas
$257K
APW
405
Acima Private Wealth
Virginia
$257K
LAM
406
Longboard Asset Management
Arizona
$256K
WAG
407
Wallace Advisory Group
California
$256K
ANTB
408
AMG National Trust Bank
Colorado
$246K
AWAU
409
Alliance Wealth Advisors (Utah)
Utah
$243K
DWM
410
Diversify Wealth Management
Utah
$240K
HNB
411
Hilltop National Bank
Wyoming
$240K
RBC
412
Roble Belko & Company
Pennsylvania
$239K
UCFA
413
United Capital Financial Advisors
Texas
$238K
EPA
414
Element Pointe Advisors
Florida
$238K
PFA
415
Peak Financial Advisors
Colorado
$236K
SFS
416
Sowell Financial Services
Arkansas
$235K
MGP
417
Metis Global Partners
California
$235K
ACIM
418
Azimuth Capital Investment Management
Michigan
$233K
IAA
419
Independent Advisor Alliance
North Carolina
$230K
PGFC
420
Peapack-Gladstone Financial Corp
New Jersey
$226K
MSA
421
Marino Stram & Associates
Massachusetts
$224K
First Manhattan
422
First Manhattan
New York
$217K
DZ Bank
423
DZ Bank
Germany
$210K
WDC
424
Woodward Diversified Capital
California
$210K
Lido Advisors
425
Lido Advisors
California
$207K