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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
MAS
476
MPWM Advisory Solutions
Georgia
$2.05K +$2.22K +11 New
PCM
477
Penserra Capital Management
California
$2K
CAS
478
Coppell Advisory Solutions
Texas
$1.68K +$1.81K +9 New
MCM
479
Manchester Capital Management
Vermont
$1.68K
DPW
480
DiNuzzo Private Wealth
Pennsylvania
$1.12K
WCM
481
WealthTrak Capital Management
Virginia
$1.12K +$1.21K +6 New
CSWM
482
Cassady Schiller Wealth Management
Ohio
$1.12K +$1.21K +6 New
WTFG
483
Wood Tarver Financial Group
Idaho
$1K +$1.21K +6 New
RFS
484
Richardson Financial Services
Massachusetts
$930 -$1.81K -9 -64%
LCM
485
Logan Capital Management
Pennsylvania
$930 +$1.01K +5 New
CPG
486
Cornerstone Planning Group
New Jersey
$752
BIG
487
Brooklyn Investment Group
New York
$745 +$806 +4 New
SIC
488
SJS Investment Consulting
Ohio
$559 -$605 -3 -50%
TWD
489
True Wealth Design
Ohio
$559
CT
490
Colonial Trust
South Carolina
$558 +$605 +3 New
WBC
491
West Branch Capital
Massachusetts
$373
LFG
492
Larson Financial Group
Missouri
$372
KBFS
493
Kohmann Bosshard Financial Services
Ohio
$372 +$403 +2 New
AWM
494
Abound Wealth Management
Tennessee
$187
TFM
495
TFC Financial Management
Massachusetts
$187
HWA
496
HHM Wealth Advisors
Tennessee
$187 +$202 +1 New
AWM
497
Avior Wealth Management
Nebraska
$186 +$202 +1 New
CIAM
498
Caitong International Asset Management
Hong Kong
$186 +$202 +1 New
PWM
499
Parkworth Wealth Management
California
$186 +$202 +1 New
PWA
500
Principia Wealth Advisory
Texas
$186 +$202 +1 New

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.