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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 %
APW
401
Acima Private Wealth
Virginia
$257K – – –
LAM
402
Longboard Asset Management
Arizona
$256K – – –
WAG
403
Wallace Advisory Group
California
$256K +$256K +1,213 New
ANTB
404
AMG National Trust Bank
Colorado
$246K -$11.1K -43 -4%
AWAU
405
Alliance Wealth Advisors (Utah)
Utah
$243K +$243K +938 New
DWM
406
Diversify Wealth Management
Utah
$240K -$22.7K -92 -9%
HNB
407
Hilltop National Bank
Wyoming
$240K +$240K +927 New
RBC
408
Roble Belko & Company
Pennsylvania
$239K – – –
UCFA
409
United Capital Financial Advisors
Texas
$238K +$238K +920 New
EPA
410
Element Pointe Advisors
Florida
$238K +$238K +920 New
PFA
411
Peak Financial Advisors
Colorado
$236K +$236K +912 New
SFS
412
Sowell Financial Services
Arkansas
$235K +$235K +909 New
MGP
413
Metis Global Partners
California
$235K -$114K -439 -33%
ACIM
414
Azimuth Capital Investment Management
Michigan
$233K +$233K +900 New
IAA
415
Independent Advisor Alliance
North Carolina
$230K +$230K +890 New
PGFC
416
Peapack-Gladstone Financial Corp
New Jersey
$226K +$226K +874 New
MSA
417
Marino Stram & Associates
Massachusetts
$224K -$25.9K -100 -10%
First Manhattan
418
First Manhattan
New York
$217K +$217K +838 New
DZ Bank
419
DZ Bank
Germany
$210K – – –
WDC
420
Woodward Diversified Capital
California
$210K +$210K +810 New
Lido Advisors
421
Lido Advisors
California
$207K +$207K +800 New
MAS
422
Meeder Advisory Services
Ohio
$206K +$206K +795 New
PAM
423
Panagora Asset Management
Massachusetts
$203K +$203K +785 New
GWM
424
Geneos Wealth Management
Colorado
$202K -$245K -948 -55%
CI Investments Inc
425
CI Investments Inc
Ontario, Canada
$201K +$258 +1 +0.1%
15 16
17
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