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HEICO Corp Class A

573 hedge funds and large institutions have $17.4B invested in HEICO Corp Class A in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 200 increasing their positions, 199 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: $19.5B → $17.4B (-$2.1B)

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
573
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
CA
476
Clearstead Advisors
Ohio
$37.6K
PTC
477
Private Trust Company
Ohio
$37.6K
HWM
478
Hemington Wealth Management
Virginia
$36K
Fifth Third Bancorp
479
Fifth Third Bancorp
Ohio
$35.3K
Simplex Trading
480
Simplex Trading
Illinois
$35K
BCM
481
Bares Capital Management
Texas
$31K
SCM
482
Sterling Capital Management
North Carolina
$29K
TC
483
Truvestments Capital
Florida
$27.4K
S
484
SignatureFD
Georgia
$27.2K
CAL
485
Capital Advisors Ltd
Ohio
$27K
FFA
486
Frazier Financial Advisors
Ohio
$26.9K
ATC
487
Adirondack Trust Company
New York
$25.4K
CSC
488
Caldwell Sutter Capital
California
$25.4K
WPA
489
Wealth Preservation Advisors
Tennessee
$24.1K
AWM
490
Accredited Wealth Management
Kentucky
$23.6K
SN
491
Sittner & Nelson
Oregon
$22.6K
MSWA
492
Marshall & Sterling Wealth Advisors
New York
$22.4K
LI
493
LRI Investments
Florida
$19.6K
MPWT
494
MassMutual Private Wealth & Trust
Connecticut
$19.6K
PWA
495
Physician Wealth Advisors
Utah
$19.1K
SL
496
Salomon & Ludwin
Virginia
$18.2K
TWC
497
TD Waterhouse Canada
Ontario, Canada
$16.2K
CWA
498
Carolina Wealth Advisors
South Carolina
$15.5K
CIAM
499
Caitong International Asset Management
Hong Kong
$15.5K
OP
500
ORG Partners
Indiana
$15.3K