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HEICO Corp Class A

582 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, 202 increasing their positions, 202 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
582
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
ADL
476
Asset Dedication LLC
California
$41.7K
GRP
477
Global Retirement Partners
California
$40.7K
CTC
478
Central Trust Company
Missouri
$39.1K
CT
479
Clearstead Trust
Maine
$38.9K
RFP
480
Root Financial Partners
California
$38.6K
IA
481
IFP Advisors
Florida
$37.9K
CA
482
Clearstead Advisors
Ohio
$37.6K
PTC
483
Private Trust Company
Ohio
$37.6K
HWM
484
Hemington Wealth Management
Virginia
$36K
Fifth Third Bancorp
485
Fifth Third Bancorp
Ohio
$35.3K
Simplex Trading
486
Simplex Trading
Illinois
$35K
BCM
487
Bares Capital Management
Texas
$31K
SCM
488
Sterling Capital Management
North Carolina
$29K
TC
489
Truvestments Capital
Florida
$27.4K
S
490
SignatureFD
Georgia
$27.2K
CAL
491
Capital Advisors Ltd
Ohio
$27K
FFA
492
Frazier Financial Advisors
Ohio
$26.9K
CSC
493
Caldwell Sutter Capital
California
$25.4K
ATC
494
Adirondack Trust Company
New York
$25.4K
WPA
495
Wealth Preservation Advisors
Tennessee
$24.1K
AWM
496
Accredited Wealth Management
Kentucky
$23.6K
SN
497
Sittner & Nelson
Oregon
$22.6K
MSWA
498
Marshall & Sterling Wealth Advisors
New York
$22.4K
CWP
499
Clark Wealth Partners
Illinois
$19.7K
LI
500
LRI Investments
Florida
$19.6K