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HEICO Corp Class A

619 hedge funds and large institutions have $14.6B invested in HEICO Corp Class A in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 256 increasing their positions, 186 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

974% more call options, than puts

Call options by funds: $24.7M | Put options by funds: $2.3M

38% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 186

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

0% more funds holding

Funds holding: 616619 (+3)

1.41% less ownership

Funds ownership: 83.43%82.02% (-1.4%)

7% less funds holding in top 10

Funds holding in top 10: 2826 (-2)

18% less capital invested

Capital invested by funds: $17.7B → $14.6B (-$3.13B)

Holders
619
Holders Change
+3
Holders Change %
+0.49%
% of All Funds
7.62%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.32%
New
76
Increased
256
Reduced
186
Closed
60
Calls
$24.7M
Puts
$2.3M
Net Calls
+$22.4M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BOJHT
501
Bank of Jackson Hole Trust
Wyoming
$43.7K -$985 -4 -2%
RIL
502
Rothschild Investment LLC
Illinois
$43K +$43.8K +178 +685%
S
503
SignatureFD
Georgia
$41.5K +$8.37K +34 +21%
SWM
504
Spire Wealth Management
Virginia
$40.2K -$3.2K -13 -6%
AIM
505
Anchor Investment Management
South Carolina
$39.1K
WA
506
Whipplewood Advisors
Colorado
$38.8K +$41.9K +170 +1,214%
RFP
507
Root Financial Partners
California
$37.8K -$5.66K -23 -11%
UB
508
UMB Bank
Missouri
$37.8K +$40.6K +165 +1,179%
HI
509
Harbour Investments
Wisconsin
$37.1K +$43.3K +176 New
EPIMS
510
Evelyn Partners Investment Management Services
$36.3K +$42.3K +172 New
PTC
511
Private Trust Company
Ohio
$35K +$9.6K +39 +31%
ADL
512
Asset Dedication LLC
California
$34.6K
CTC
513
Central Trust Company
Missouri
$34.2K +$1.97K +8 +5%
GIA
514
GHP Investment Advisors
Colorado
$33.6K +$39.1K +159 New
RF
515
Rossby Financial
Florida
$33.1K +$26.1K +106 +212%
ASN
516
Advisory Services Network
Georgia
$32.7K +$38.2K +155 New
MPWT
517
MassMutual Private Wealth & Trust
Connecticut
$32.5K +$19.4K +79 +105%
AT
518
Arlington Trust
Alabama
$32.5K +$37.9K +154 New
HFM
519
Harvest Fund Management
China
$29K -$664K -2,696 -95%
PWA
520
Physician Wealth Advisors
Utah
$27.4K +$13.5K +55 +73%
FMII
521
Farmers & Merchants Investments Inc
Nebraska
$27.2K +$31.8K +129 New
FCAS
522
First Command Advisory Services
Texas
$26.2K +$28.6K +116 +1,450%
AUB
523
Atlantic Union Bankshares
Virginia
$23.4K +$27.3K +111 New
TC
524
Truvestments Capital
Florida
$22.8K
OCWP
525
Owl Creek Wealth Partners
Colorado
$22.8K +$26.6K +108 New

HEI.A Hedge Fund Activity: Q1 2026 in Review

619 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q1 2026, worth a combined $14.6B — down 18% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new HEI.A positions and 60 closed out — a net gain of 16 holders — while 256 added to existing stakes and 186 trimmed.

The largest buyer was State of Wisconsin Investment Board, adding an estimated $108M. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $327M sold.

  • 619 institutional investors held HEICO Corp Class A (HEI.A) as of Q1 2026, up from 616 in Q4 2025.
  • Funds reported $14.6B of HEICO Corp Class A stock for Q1 2026, down 18% quarter-over-quarter.
  • 76 funds opened new HEICO Corp Class A positions in Q1 2026 and 60 closed out, a net change of +16 holders.
  • The largest HEICO Corp Class A buyer in Q1 2026 was State of Wisconsin Investment Board, an estimated $108M added.
  • The largest HEICO Corp Class A seller in Q1 2026 was Berkshire Hathaway, an estimated $327M sold.

Based on aggregated 13F filings for Q1 2026.