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HEICO Corp Class A

568 hedge funds and large institutions have $19.6B invested in HEICO Corp Class A in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 215 increasing their positions, 176 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 35

24% more capital invested

Capital invested by funds: $15.8B → $19.6B (+$3.86B)

22% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 176

20% more funds holding in top 10

Funds holding in top 10: 2530 (+5)

5% more funds holding

Funds holding: 542568 (+26)

1.18% more ownership

Funds ownership: 89.06%90.24% (+1.2%)

67% less call options, than puts

Call options by funds: $2.47M | Put options by funds: $7.57M

Holders
568
Holders Change
+26
Holders Change %
+4.8%
% of All Funds
7.48%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.39%
New
68
Increased
215
Reduced
176
Closed
35
Calls
$2.47M
Puts
$7.57M
Net Calls
-$5.1M
Net Calls Change
-$7.57M
Name Holding Trade Value Shares
Change
Change in
Stake
WDC
426
Woodward Diversified Capital
California
$210K +$177K +810 New
Lido Advisors
427
Lido Advisors
California
$207K +$175K +800 New
MAS
428
Meeder Advisory Services
Ohio
$206K +$174K +795 New
PAM
429
Panagora Asset Management
Massachusetts
$203K +$172K +785 New
GWM
430
Geneos Wealth Management
Colorado
$202K -$208K -948 -55%
CI Investments Inc
431
CI Investments Inc
Ontario, Canada
$201K +$219 +1 +0.1%
RG
432
Rathbones Group
United Kingdom
$201K +$170K +775 New
HIA
433
Harbor Investment Advisory
Maryland
$180K
SG Americas Securities
434
SG Americas Securities
New York
$173K +$147K +670 New
Northwestern Mutual Wealth Management
435
Northwestern Mutual Wealth Management
Wisconsin
$162K +$20.6K +94 +18%
ERSOT
436
Employees Retirement System of Texas
Texas
$160K +$135K +619 New
OAM
437
Ostrum Asset Management
France
$153K -$3.94K -18 -3%
Lazard Asset Management
438
Lazard Asset Management
New York
$142K +$10.9K +50 +10%
SC
439
Steph & Co
Wisconsin
$141K +$119K +544 New
TCOT
440
Trust Company of Toledo
Ohio
$128K +$109K +496 New
EWA
441
EP Wealth Advisors
California
$126K -$43.6K -199 -29%
WA
442
WPG Advisers
Maryland
$120K +$3.94K +18 +4%
SPIA
443
Steward Partners Investment Advisory
New York
$116K +$7K +32 +8%
MTCM
444
Mint Tower Capital Management
Netherlands
$115K
FFA
445
Farther Finance Advisors
California
$114K +$3.06K +14 +3%
CFO
446
CVA Family Office
Colorado
$109K
C
447
Covestor
United Kingdom
$108K -$34.8K -159 -28%
WT
448
Whittier Trust
California
$108K
AF
449
Advisornet Financial
Minnesota
$106K
CIBC Private Wealth Group
450
CIBC Private Wealth Group
Georgia
$104K +$7.22K +33 +9%

HEI.A Hedge Fund Activity: Q2 2025 in Review

568 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q2 2025, worth a combined $19.6B — up 24% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new HEI.A positions and 35 closed out — a net gain of 33 holders — while 215 added to existing stakes and 176 trimmed.

The largest buyer was Invesco, adding an estimated $95.4M. The largest seller was Principal Financial Group, cutting an estimated $99.6M.

  • 568 institutional investors held HEICO Corp Class A (HEI.A) as of Q2 2025, up from 542 in Q1 2025.
  • Funds reported $19.6B of HEICO Corp Class A stock for Q2 2025, up 24% quarter-over-quarter.
  • 68 funds opened new HEICO Corp Class A positions in Q2 2025 and 35 closed out, a net change of +33 holders.
  • The largest HEICO Corp Class A buyer in Q2 2025 was Invesco, an estimated $95.4M added.
  • The largest HEICO Corp Class A seller in Q2 2025 was Principal Financial Group, an estimated $99.6M sold.

Based on aggregated 13F filings for Q2 2025.