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HEICO Class A
HEI.A

Overview Fund Activity

559 hedge funds and large institutions have $19.2B invested in HEICO Class A in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 210 increasing their positions, 173 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+25
Holders Change %
+4.68%
% of All Funds
7.5%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.39%
New
67
Increased
210
Reduced
173
Closed
34
Calls
$2.47M
Puts
$7.57M
Net Calls
-$5.1M
Net Calls Change
-$7.57M

Top Buyers

1
Invesco
Invesco
Georgia
+$113M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$88.2M
3
AC
Aristeia Capital
Connecticut
+$69.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$64.4M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
+$48.6M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$118M
2
A
AustralianSuper
Australia
-$80.1M
3
Macquarie Group
Macquarie Group
Australia
-$69M
4
VVP
Vulcan Value Partners
Alabama
-$55.4M
5
SCM
Snyder Capital Management
California
-$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
451
Spire Wealth Management
Virginia
$84.2K – – –
SAM
452
Smartleaf Asset Management
Massachusetts
$81.6K -$39.8K -154 -33%
TFA
453
Toth Financial Advisory
Virginia
$81.5K -$404K -1,560 -83%
CTC
454
Central Trust Company
Missouri
$80.7K – – –
HWA
455
Heritage Wealth Advisors
Virginia
$75.3K – – –
HT
456
Headlands Technologies
Illinois
$69.9K +$69.9K +270 New
MCM
457
MV Capital Management
Maryland
$61.3K -$259 -1 -0.4%
EWA
458
EverSource Wealth Advisors
Alabama
$58.5K +$7.51K +29 +15%
FIA
459
FNY Investment Advisers
New York
$58K +$1.03K +4 +2%
Fifth Third Bancorp
460
Fifth Third Bancorp
Ohio
$54.6K +$20.2K +78 +59%
BOJHT
461
Bank of Jackson Hole Trust
Wyoming
$49.7K +$37K +143 +292%
FDCDDQ
462
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.8K -$858K -3,322 -95%
AIM
463
Anchor Investment Management
South Carolina
$47.9K – – –
MWM
464
MGB Wealth Management
Texas
$47.3K – – –
CA
465
Clearstead Advisors
Ohio
$43K +$3.36K +13 +8%
OLVIG
466
Oliver Lagore Vanvalin Investment Group
Michigan
$41.6K +$41.6K +197 New
GRP
467
Global Retirement Partners
California
$40.6K +$40.6K +157 New
CT
468
Clearstead Trust
Maine
$39.6K +$34.7K +134 +705%
PTC
469
Private Trust Company
Ohio
$38.3K – – –
PWA
470
Physician Wealth Advisors
Utah
$38.3K +$13.5K +52 +54%
HWM
471
Hemington Wealth Management
Virginia
$36K +$2.79K +11 +8%
FFA
472
Frazier Financial Advisors
Ohio
$35.2K +$4.14K +16 +13%
GKIM
473
GW&K Investment Management
Massachusetts
$35K -$9.71K -38 -22%
ADL
474
Asset Dedication LLC
California
$33.4K – – –
JFGIW
475
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33.4K – – –
17 18
19
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