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HEICO Corp Class A

575 hedge funds and large institutions have $17.5B invested in HEICO Corp Class A in 2025 Q3 according to their latest regulatory filings, with 63 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
575
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
IA
476
IFP Advisors
Florida
$38K
CA
477
Clearstead Advisors
Ohio
$37.6K
PTC
478
Private Trust Company
Ohio
$37.6K
HWM
479
Hemington Wealth Management
Virginia
$36K
Fifth Third Bancorp
480
Fifth Third Bancorp
Ohio
$35.3K
Simplex Trading
481
Simplex Trading
Illinois
$35K
BCM
482
Bares Capital Management
Texas
$31K
SCM
483
Sterling Capital Management
North Carolina
$29K
TC
484
Truvestments Capital
Florida
$27.4K
S
485
SignatureFD
Georgia
$27.2K
CAL
486
Capital Advisors Ltd
Ohio
$27K
FFA
487
Frazier Financial Advisors
Ohio
$26.9K
CSC
488
Caldwell Sutter Capital
California
$25.4K
ATC
489
Adirondack Trust Company
New York
$25.4K
WPA
490
Wealth Preservation Advisors
Tennessee
$24.1K
AWM
491
Accredited Wealth Management
Kentucky
$23.6K
SN
492
Sittner & Nelson
Oregon
$22.6K
MSWA
493
Marshall & Sterling Wealth Advisors
New York
$22.4K
LI
494
LRI Investments
Florida
$19.6K
MPWT
495
MassMutual Private Wealth & Trust
Connecticut
$19.6K
PWA
496
Physician Wealth Advisors
Utah
$19.1K
SL
497
Salomon & Ludwin
Virginia
$18.2K
TWC
498
TD Waterhouse Canada
Ontario, Canada
$16.2K
CWA
499
Carolina Wealth Advisors
South Carolina
$15.5K
CIAM
500
Caitong International Asset Management
Hong Kong
$15.5K