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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
PWA
476
Physician Wealth Advisors
Utah
$38.3K +$11.4K +52 +54%
HWM
477
Hemington Wealth Management
Virginia
$36K +$2.41K +11 +8%
FFA
478
Frazier Financial Advisors
Ohio
$35.2K +$3.5K +16 +13%
LSA
479
Leonteq Securities AG
Switzerland
$35.2K +$29.8K +136 New
GKIM
480
GW&K Investment Management
Massachusetts
$35K -$8.32K -38 -22%
ADL
481
Asset Dedication LLC
California
$33.4K
JFGIW
482
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33.4K
O
483
Ossiam
France
$32.1K
BCM
484
Bares Capital Management
Texas
$31.6K
PPC
485
Park Place Capital
Alabama
$30.5K -$1.53K -7 -5%
IA
486
IFP Advisors
Florida
$30.3K -$1.53K -7 -6%
SCM
487
Sterling Capital Management
North Carolina
$29.2K -$34.8K -159 -58%
TC
488
Truvestments Capital
Florida
$27.9K
SN
489
Sittner & Nelson
Oregon
$27.7K
CAL
490
Capital Advisors Ltd
Ohio
$27K
AWM
491
Accredited Wealth Management
Kentucky
$24.1K
TPCW
492
TD Private Client Wealth
New York
$23K +$19.5K +89 New
MSWA
493
Marshall & Sterling Wealth Advisors
New York
$22.8K -$438 -2 -2%
AF
494
Allworth Financial
California
$22.1K +$1.31K +6 +8%
S
495
Sachetta
Massachusetts
$20.2K -$8.76K -40 -34%
LI
496
LRI Investments
Florida
$19.9K
MPWT
497
MassMutual Private Wealth & Trust
Connecticut
$19.9K +$2.85K +13 +20%
CWA
498
Carolina Wealth Advisors
South Carolina
$15.8K
OP
499
ORG Partners
Indiana
$15.5K +$13.1K +60 New
AGWCA
500
Annis Gardner Whiting Capital Advisors
Florida
$13.5K +$11.4K +52 New

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.