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HEICO Corp Class A

577 hedge funds and large institutions have $17.5B invested in HEICO Corp Class A in 2025 Q3 according to their latest regulatory filings, with 64 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
577
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
RFP
476
Root Financial Partners
California
$38.6K
IA
477
IFP Advisors
Florida
$38K
CA
478
Clearstead Advisors
Ohio
$37.6K
PTC
479
Private Trust Company
Ohio
$37.6K
HWM
480
Hemington Wealth Management
Virginia
$36K
Fifth Third Bancorp
481
Fifth Third Bancorp
Ohio
$35.3K
Simplex Trading
482
Simplex Trading
Illinois
$35K
BCM
483
Bares Capital Management
Texas
$31K
SCM
484
Sterling Capital Management
North Carolina
$29K
TC
485
Truvestments Capital
Florida
$27.4K
S
486
SignatureFD
Georgia
$27.2K
CAL
487
Capital Advisors Ltd
Ohio
$27K
FFA
488
Frazier Financial Advisors
Ohio
$26.9K
ATC
489
Adirondack Trust Company
New York
$25.4K
CSC
490
Caldwell Sutter Capital
California
$25.4K
WPA
491
Wealth Preservation Advisors
Tennessee
$24.1K
AWM
492
Accredited Wealth Management
Kentucky
$23.6K
SN
493
Sittner & Nelson
Oregon
$22.6K
MSWA
494
Marshall & Sterling Wealth Advisors
New York
$22.4K
CWP
495
Clark Wealth Partners
Illinois
$19.7K
LI
496
LRI Investments
Florida
$19.6K
MPWT
497
MassMutual Private Wealth & Trust
Connecticut
$19.6K
PWA
498
Physician Wealth Advisors
Utah
$19.1K
SL
499
Salomon & Ludwin
Virginia
$18.2K
TWC
500
TD Waterhouse Canada
Ontario, Canada
$16.2K