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HEICO Corp Class A

584 hedge funds and large institutions have $17.5B invested in HEICO Corp Class A in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 203 increasing their positions, 202 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 41

3% more funds holding

Funds holding: 568584 (+16)

0% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 202

8.46% less ownership

Funds ownership: 90.24%81.78% (-8.5%)

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
584
Holders Change
+16
Holders Change %
+2.82%
% of All Funds
7.66%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.34%
New
65
Increased
203
Reduced
202
Closed
41
Calls
$1.8M
Puts
$6.87M
Net Calls
-$5.07M
Net Calls Change
+$37K
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
476
Asset Dedication LLC
California
$41.7K +$8.75K +35 +27%
GRP
477
Global Retirement Partners
California
$40.7K +$750 +3 +2%
CTC
478
Central Trust Company
Missouri
$39.1K -$39.5K -158 -51%
CT
479
Clearstead Trust
Maine
$38.9K
RFP
480
Root Financial Partners
California
$38.6K +$38K +152 New
IA
481
IFP Advisors
Florida
$37.9K +$8K +32 +27%
CA
482
Clearstead Advisors
Ohio
$37.6K -$4.5K -18 -11%
PTC
483
Private Trust Company
Ohio
$37.6K
HWM
484
Hemington Wealth Management
Virginia
$36K +$500 +2 +1%
Fifth Third Bancorp
485
Fifth Third Bancorp
Ohio
$35.3K -$18K -72 -34%
Simplex Trading
486
Simplex Trading
Illinois
$35K -$50.5K -202 -59%
BCM
487
Bares Capital Management
Texas
$31K
SCM
488
Sterling Capital Management
North Carolina
$29K +$250 +1 +0.9%
TC
489
Truvestments Capital
Florida
$27.4K
S
490
SignatureFD
Georgia
$27.2K +$16.7K +67 +168%
CAL
491
Capital Advisors Ltd
Ohio
$27K
FFA
492
Frazier Financial Advisors
Ohio
$26.9K -$7.5K -30 -22%
ATC
493
Adirondack Trust Company
New York
$25.4K +$25K +100 New
CSC
494
Caldwell Sutter Capital
California
$25.4K +$25K +100 New
WPA
495
Wealth Preservation Advisors
Tennessee
$24.1K +$23.7K +95 New
AWM
496
Accredited Wealth Management
Kentucky
$23.6K +$176K +706 +759%
SN
497
Sittner & Nelson
Oregon
$22.6K -$4.5K -18 -17%
MSWA
498
Marshall & Sterling Wealth Advisors
New York
$22.4K
CWP
499
Clark Wealth Partners
Illinois
$19.7K +$19.5K +78 New
LI
500
LRI Investments
Florida
$19.6K

HEI.A Hedge Fund Activity: Q3 2025 in Review

584 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q3 2025, worth a combined $17.5B — down 11% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new HEI.A positions and 41 closed out — a net gain of 24 holders — while 203 added to existing stakes and 202 trimmed.

The largest buyer was Vanguard Group, adding an estimated $83M. The largest seller was Invesco, cutting an estimated $1.46B.

  • 584 institutional investors held HEICO Corp Class A (HEI.A) as of Q3 2025, up from 568 in Q2 2025.
  • Funds reported $17.5B of HEICO Corp Class A stock for Q3 2025, down 11% quarter-over-quarter.
  • 65 funds opened new HEICO Corp Class A positions in Q3 2025 and 41 closed out, a net change of +24 holders.
  • The largest HEICO Corp Class A buyer in Q3 2025 was Vanguard Group, an estimated $83M added.
  • The largest HEICO Corp Class A seller in Q3 2025 was Invesco, an estimated $1.46B sold.

Based on aggregated 13F filings for Q3 2025.