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HEICO Corp Class A

575 hedge funds and large institutions have $17.5B invested in HEICO Corp Class A in 2025 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 201 increasing their positions, 201 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

11% less capital invested

Capital invested by funds: $19.6B → $17.5B (-$2.14B)

13% less funds holding in top 10

Funds holding in top 10: 3026 (-4)

74% less call options, than puts

Call options by funds: $1.8M | Put options by funds: $6.87M

Holders
575
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
$1.8M
Puts
$6.87M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
451
CVA Family Office
Colorado
$107K
C
452
Covestor
United Kingdom
$106K
WT
453
Whittier Trust
California
$105K
AF
454
Advisornet Financial
Minnesota
$104K
Optiver Holding
455
Optiver Holding
Netherlands
$93K
PA
456
Parallel Advisors
California
$92.7K
WTC
457
WhitTier Trust Company
Nevada
$91K
VCM
458
Versant Capital Management
Arizona
$89.9K
SWM
459
Spire Wealth Management
Virginia
$82.7K
AIM
460
AXA Investment Managers
France
$82.3K
TFA
461
Toth Financial Advisory
Virginia
$80K
QL
462
Quarry LP
New York
$76K
HWA
463
Heritage Wealth Advisors
Virginia
$73.9K
EWA
464
EverSource Wealth Advisors
Alabama
$60.2K
AC
465
AlphaCore Capital
California
$57.7K
AF
466
Allworth Financial
California
$54K
BOJHT
467
Bank of Jackson Hole Trust
Wyoming
$49K
AIM
468
Anchor Investment Management
South Carolina
$47K
MWM
469
MGB Wealth Management
Texas
$46K
GKIM
470
GW&K Investment Management
Massachusetts
$45K
ADL
471
Asset Dedication LLC
California
$41.7K
GRP
472
Global Retirement Partners
California
$40.7K
CTC
473
Central Trust Company
Missouri
$39.1K
CT
474
Clearstead Trust
Maine
$38.9K
RFP
475
Root Financial Partners
California
$38.6K