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HEICO Corp Class A

575 hedge funds and large institutions have $17.5B invested in HEICO Corp Class A in 2025 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 201 increasing their positions, 201 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: $19.6B → $17.5B (-$2.14B)

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
575
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
RIM
401
Rakuten Investment Management
Japan
$253K
APW
402
Acima Private Wealth
Virginia
$253K
LAM
403
Longboard Asset Management
Arizona
$252K
FB
404
Fulton Bank
Pennsylvania
$250K
WSFS
405
Wilmington Savings Fund Society
Delaware
$249K
MCWA
406
Meadow Creek Wealth Advisors
Georgia
$249K
BCI
407
Brinker Capital Investments
Pennsylvania
$242K
Northwestern Mutual Wealth Management
408
Northwestern Mutual Wealth Management
Wisconsin
$241K
HNB
409
Hilltop National Bank
Wyoming
$236K
RBC
410
Roble Belko & Company
Pennsylvania
$234K
EPA
411
Element Pointe Advisors
Florida
$234K
WAG
412
Wallace Advisory Group
California
$233K
BBW
413
Blue Barn Wealth
Utah
$233K
VAG
414
VisionPoint Advisory Group
Texas
$232K
PFA
415
Peak Financial Advisors
Colorado
$232K
ACIM
416
Azimuth Capital Investment Management
Michigan
$229K
IAA
417
Independent Advisor Alliance
North Carolina
$228K
UCFA
418
United Capital Financial Advisors
Texas
$226K
ANTB
419
AMG National Trust Bank
Colorado
$226K
SFS
420
Sowell Financial Services
Arkansas
$225K
CFO
421
Callan Family Office
Pennsylvania
$224K
Lido Advisors
422
Lido Advisors
California
$223K
PGFC
423
Peapack-Gladstone Financial Corp
New Jersey
$221K
BEI
424
Benjamin Edwards Inc
Missouri
$220K
National Bank of Canada
425
National Bank of Canada
Quebec, Canada
$220K