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HEICO Corp Class A

618 hedge funds and large institutions have $14.6B invested in HEICO Corp Class A in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 256 increasing their positions, 186 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1.41% less ownership

Funds ownership: 83.43%82.02% (-1.4%)

7% less funds holding in top 10

Funds holding in top 10: 2826 (-2)

18% less capital invested

Capital invested by funds: $17.7B → $14.6B (-$3.13B)

Holders
618
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
$24.7M
Puts
$2.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWG
401
Portside Wealth Group
Utah
$348K
CA
402
Clearstead Advisors
Ohio
$341K
CGH
403
Crossmark Global Holdings
Texas
$337K
FWA
404
FSM Wealth Advisors
Ohio
$336K
LCWP
405
Legacy Capital Wealth Partners
Arkansas
$334K
AIM
406
Aigen Investment Management
New York
$328K
KCP
407
Kera Capital Partners
California
$326K
Manulife (Manufacturers Life Insurance)
408
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$324K
NB
409
Nicolet Bankshares
Wisconsin
$323K
KBC Group
410
KBC Group
Belgium
$315K
KFS
411
Kurt F. Somerville
$311K
MCM
412
MAI Capital Management
Ohio
$310K
Cambridge Investment Research Advisors
413
Cambridge Investment Research Advisors
Iowa
$305K
RWP
414
RWA Wealth Partners
Massachusetts
$303K
Northwestern Mutual Wealth Management
415
Northwestern Mutual Wealth Management
Wisconsin
$300K
WA
416
Wealth Alliance
New York
$296K
OAM
417
Oxford Asset Management
United Kingdom
$295K
LMFP
418
Larry Mathis Financial Planning
Arizona
$295K
PFS
419
Prospera Financial Services
Texas
$293K
RS
420
R Squared
Hong Kong
$292K
YCM
421
Yousif Capital Management
Michigan
$284K
LOAMS
422
Lombard Odier Asset Management (Switzerland)
Switzerland
$282K
Neuberger Berman Group
423
Neuberger Berman Group
New York
$281K
DILIC
424
Dai-ichi Life Insurance Company
Japan
$277K
UM
425
UniSuper Management
Australia
$274K