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HEICO Corp Class A

573 hedge funds and large institutions have $17.4B invested in HEICO Corp Class A in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 200 increasing their positions, 199 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

11% less capital invested

Capital invested by funds: $19.5B → $17.4B (-$2.1B)

13% less funds holding in top 10

Funds holding in top 10: 3026 (-4)

74% less call options, than puts

Call options by funds: $1.8M | Put options by funds: $6.87M

Holders
573
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.8M
Puts
$6.87M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APW
401
Acima Private Wealth
Virginia
$253K
LAM
402
Longboard Asset Management
Arizona
$252K
FB
403
Fulton Bank
Pennsylvania
$250K
WSFS
404
Wilmington Savings Fund Society
Delaware
$249K
MCWA
405
Meadow Creek Wealth Advisors
Georgia
$249K
BCI
406
Brinker Capital Investments
Pennsylvania
$242K
Northwestern Mutual Wealth Management
407
Northwestern Mutual Wealth Management
Wisconsin
$241K
HNB
408
Hilltop National Bank
Wyoming
$236K
RBC
409
Roble Belko & Company
Pennsylvania
$234K
EPA
410
Element Pointe Advisors
Florida
$234K
WAG
411
Wallace Advisory Group
California
$233K
BBW
412
Blue Barn Wealth
Utah
$233K
VAG
413
VisionPoint Advisory Group
Texas
$232K
PFA
414
Peak Financial Advisors
Colorado
$232K
ACIM
415
Azimuth Capital Investment Management
Michigan
$229K
IAA
416
Independent Advisor Alliance
North Carolina
$228K
UCFA
417
United Capital Financial Advisors
Texas
$226K
ANTB
418
AMG National Trust Bank
Colorado
$226K
SFS
419
Sowell Financial Services
Arkansas
$225K
CFO
420
Callan Family Office
Pennsylvania
$224K
Lido Advisors
421
Lido Advisors
California
$223K
PGFC
422
Peapack-Gladstone Financial Corp
New Jersey
$221K
BEI
423
Benjamin Edwards Inc
Missouri
$220K
National Bank of Canada
424
National Bank of Canada
Quebec, Canada
$220K
MSA
425
Marino Stram & Associates
Massachusetts
$220K