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HEICO Corp Class A

568 hedge funds and large institutions have $19.6B invested in HEICO Corp Class A in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 215 increasing their positions, 176 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 35

24% more capital invested

Capital invested by funds: $15.8B → $19.6B (+$3.86B)

22% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 176

20% more funds holding in top 10

Funds holding in top 10: 2530 (+5)

5% more funds holding

Funds holding: 542568 (+26)

1.18% more ownership

Funds ownership: 89.06%90.24% (+1.2%)

67% less call options, than puts

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

Holders
568
Holders Change
+26
Holders Change %
+4.8%
% of All Funds
7.48%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.39%
New
68
Increased
215
Reduced
176
Closed
35
Calls
$2.47M
Puts
$7.57M
Net Calls
-$5.1M
Net Calls Change
-$7.57M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
401
Nations Financial Group
Iowa
$265K
BCP
402
Blue Chip Partners
Michigan
$264K +$4.16K +19 +2%
PCP
403
Proficio Capital Partners
Massachusetts
$262K +$1.31K +6 +0.6%
WSFS
404
Wilmington Savings Fund Society
Delaware
$258K
EWA
405
Exencial Wealth Advisors
Oklahoma
$257K -$23.2K -106 -10%
CGH
406
Crossmark Global Holdings
Texas
$257K +$218K +995 New
APW
407
Acima Private Wealth
Virginia
$257K
LAM
408
Longboard Asset Management
Arizona
$256K
WAG
409
Wallace Advisory Group
California
$256K +$266K +1,213 New
ANTB
410
AMG National Trust Bank
Colorado
$246K -$9.41K -43 -4%
AWAU
411
Alliance Wealth Advisors (Utah)
Utah
$243K +$205K +938 New
DWM
412
Diversify Wealth Management
Utah
$240K -$20.1K -92 -9%
HNB
413
Hilltop National Bank
Wyoming
$240K +$203K +927 New
RBC
414
Roble Belko & Company
Pennsylvania
$239K
UCFA
415
United Capital Financial Advisors
Texas
$238K +$201K +920 New
EPA
416
Element Pointe Advisors
Florida
$238K +$201K +920 New
PFA
417
Peak Financial Advisors
Colorado
$236K +$200K +912 New
SFS
418
Sowell Financial Services
Arkansas
$235K +$199K +909 New
MGP
419
Metis Global Partners
California
$235K -$96.1K -439 -33%
ACIM
420
Azimuth Capital Investment Management
Michigan
$233K +$197K +900 New
IAA
421
Independent Advisor Alliance
North Carolina
$230K +$195K +890 New
PGFC
422
Peapack-Gladstone Financial Corp
New Jersey
$226K +$191K +874 New
MSA
423
Marino Stram & Associates
Massachusetts
$224K -$21.9K -100 -10%
First Manhattan
424
First Manhattan
New York
$217K +$183K +838 New
DZ Bank
425
DZ Bank
Germany
$210K

HEI.A Hedge Fund Activity: Q2 2025 in Review

568 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q2 2025, worth a combined $19.6B — up 24% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new HEI.A positions and 35 closed out — a net gain of 33 holders — while 215 added to existing stakes and 176 trimmed.

The largest buyer was Invesco, adding an estimated $95.4M. The largest seller was Principal Financial Group, cutting an estimated $99.6M.

  • 568 institutional investors held HEICO Corp Class A (HEI.A) as of Q2 2025, up from 542 in Q1 2025.
  • Funds reported $19.6B of HEICO Corp Class A stock for Q2 2025, up 24% quarter-over-quarter.
  • 68 funds opened new HEICO Corp Class A positions in Q2 2025 and 35 closed out, a net change of +33 holders.
  • The largest HEICO Corp Class A buyer in Q2 2025 was Invesco, an estimated $95.4M added.
  • The largest HEICO Corp Class A seller in Q2 2025 was Principal Financial Group, an estimated $99.6M sold.

Based on aggregated 13F filings for Q2 2025.