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HEICO Corp Class A

500 hedge funds and large institutions have $13.8B invested in HEICO Corp Class A in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 158 increasing their positions, 178 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $5.29M | Put options by funds: $1.8M

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

0.44% more ownership

Funds ownership: 88.22%88.66% (+0.44%)

0% less funds holding

Funds holding: 501500 (-1)

8% less capital invested

Capital invested by funds: $15.1B → $13.8B (-$1.22B)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

11% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 178

Holders
500
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
6.59%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.28%
New
64
Increased
158
Reduced
178
Closed
54
Calls
$5.29M
Puts
$1.8M
Net Calls
+$3.49M
Net Calls Change
-$806K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
426
EverSource Wealth Advisors
Alabama
$23.3K +$8.06K +40 +47%
IA
427
IFP Advisors
Florida
$23.1K -$6.25K -31 -20%
FFA
428
Frazier Financial Advisors
Ohio
$22.4K
HWM
429
Hemington Wealth Management
Virginia
$22K +$1.21K +6 +5%
TC
430
Truvestments Capital
Florida
$21.2K +$1.21K +6 +6%
RTC
431
Riverview Trust Company
Washington
$20.3K
CA
432
Clearstead Advisors
Ohio
$20.1K
CAL
433
Capital Advisors Ltd
Ohio
$20K
SN
434
Sittner & Nelson
Oregon
$19.9K +$3.63K +18 +20%
CFGS
435
Concourse Financial Group Securities
Alabama
$18.4K -$1.61K -8 -8%
AF
436
Allworth Financial
California
$16.5K +$4.23K +21 +32%
GFPC
437
Global Financial Private Client
Florida
$15.6K +$202 +1 +1%
Fifth Third Bancorp
438
Fifth Third Bancorp
Ohio
$14.3K -$79.8K -396 -84%
CAM
439
Close Asset Management
United Kingdom
$14K
HCP
440
Hexagon Capital Partners
Arkansas
$14K +$15.1K +75 New
LC
441
Lindbrook Capital
California
$12.7K +$5.85K +29 +74%
BWL
442
Bogart Wealth LLC
Virginia
$12.3K +$403 +2 +3%
CWA
443
Carolina Wealth Advisors
South Carolina
$11.4K
RIL
444
Rothschild Investment LLC
Illinois
$10.6K
MPWT
445
MassMutual Private Wealth & Trust
Connecticut
$10.6K +$3.43K +17 +43%
CA
446
Continuum Advisory
Idaho
$10.4K
QC
447
Quent Capital
New York
$10.2K +$6.65K +33 +150%
T
448
TOBAM
France
$9K -$9.88K -49 -50%
ST
449
Smithfield Trust
Pennsylvania
$9K
PFBT
450
Parkside Financial Bank & Trust
Missouri
$8K

HEI.A Hedge Fund Activity: Q4 2024 in Review

500 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q4 2024, worth a combined $13.8B — down 8.1% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HEI.A positions and 54 closed out — a net gain of 10 holders — while 158 added to existing stakes and 178 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $62.2M. The largest seller was Investment Management Corp of Ontario (IMCO), exiting entirely with an estimated $88.4M sold.

  • 500 institutional investors held HEICO Corp Class A (HEI.A) as of Q4 2024, down from 501 in Q3 2024.
  • Funds reported $13.8B of HEICO Corp Class A stock for Q4 2024, down 8.1% quarter-over-quarter.
  • 64 funds opened new HEICO Corp Class A positions in Q4 2024 and 54 closed out, a net change of +10 holders.
  • The largest HEICO Corp Class A buyer in Q4 2024 was Capital World Investors, an estimated $62.2M added.
  • The largest HEICO Corp Class A seller in Q4 2024 was Investment Management Corp of Ontario (IMCO), an estimated $88.4M sold.

Based on aggregated 13F filings for Q4 2024.