We are live on ! Find out more
HEI.A icon

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
MWM
451
MGB Wealth Management
Texas
$7.85K +$8.47K +42 New
BIA
452
Bell Investment Advisors
California
$7.44K
DAM
453
Delta Asset Management
Tennessee
$6.7K
FWM
454
FSA Wealth Management
Massachusetts
$6.7K
EB
455
Eastern Bank
Massachusetts
$6.51K
BAM
456
Bellevue Asset Management
Washington
$6.51K -$202 -1 -3%
CWP
457
Concord Wealth Partners
Virginia
$5.96K
BTI
458
Blue Trust Inc
Georgia
$5.21K -$8.67K -43 -61%
HCM
459
Hollencrest Capital Management
California
$5.21K
KPP
460
Kings Path Partners
Texas
$4.84K
SS
461
Sunbelt Securities
Texas
$4.11K
TCOV
462
Trust Company of Vermont
Vermont
$3.91K
QCG
463
Quadrant Capital Group
Ohio
$3.72K
OA
464
Operose Advisors
Wisconsin
$3.72K +$4.03K +20 New
PWMG
465
Private Wealth Management Group
New Jersey
$3.54K +$2.62K +13 +217%
FG
466
Fairman Group
Pennsylvania
$3.35K -$3.63K -18 -50%
SAM
467
Synergy Asset Management
Washington
$3.26K +$3.23K +16 New
VCM
468
Versant Capital Management
Arizona
$3.16K
Lazard Asset Management
469
Lazard Asset Management
New York
$3K
CFD
470
Creative Financial Designs
Indiana
$2.6K +$2.82K +14 New
FNWA
471
Financial Network Wealth Advisors
Utah
$2.42K -$14.7K -73 -85%
BCMLT
472
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.42K
TAM
473
Tucker Asset Management
Colorado
$2.42K
EBA
474
Eagle Bay Advisors
New York
$2.23K -$2.02K -10 -45%
CA
475
CoreCap Advisors
Michigan
$2.05K +$403 +2 +22%

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.