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HEICO Class A
HEI.A

Overview Fund Activity

534 hedge funds and large institutions have $15.1B invested in HEICO Class A in 2025 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 189 increasing their positions, 171 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+39
Holders Change %
+7.88%
% of All Funds
7.26%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.33%
New
88
Increased
189
Reduced
171
Closed
40
Calls
$4.94M
Puts
$2.48M
Net Calls
+$2.46M
Net Calls Change
-$1.02M

Top Buyers

1
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
$77.9M
2
MNA
Manning & Napier Advisors
New York
$83M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$101M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$36.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.07B

Top Sellers

1
A
AustralianSuper
Australia
$107M
2
AC
Aristeia Capital
Connecticut
$67.9M
3
Millennium Management
Millennium Management
New York
$45.1M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$195M
5
National Pension Service
National Pension Service
South Korea
$58.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAM
501
Private Wealth Asset Management
Iowa
$4.43K +$4.43K +21 New
TWD
502
True Wealth Design
Ohio
$4.22K +$3.59K +17 +567%
CT
503
Clearstead Trust
Maine
$4.01K +$4.01K +19 New
BLC
504
Brown, Lisle/Cummings
Rhode Island
$4.01K +$4.01K +19 New
QCG
505
Quadrant Capital Group
Ohio
$3.8K -$422 -2 -10%
RIL
506
Rothschild Investment LLC
Illinois
$3.38K -$8.65K -41 -72%
FUBT
507
First United Bank & Trust
Maryland
$2.95K +$2.95K +14 New
CA
508
CoreCap Advisors
Michigan
$2.74K +$422 +2 +18%
MAS
509
MPWM Advisory Solutions
Georgia
$2.32K – – –
AWM
510
Activest Wealth Management
Florida
$2.32K +$2.32K +11 New
MCM
511
Manchester Capital Management
Vermont
$1.9K – – –
FCAS
512
First Command Advisory Services
Texas
$1.69K +$1.69K +8 New
WCM
513
WealthTrak Capital Management
Virginia
$1.48K +$211 +1 +17%
FPF
514
First Pacific Financial
Washington
$1.48K +$1.48K +7 New
DPW
515
DiNuzzo Private Wealth
Pennsylvania
$1.27K – – –
WTFG
516
Wood Tarver Financial Group
Idaho
$1.27K – – –
HHGA
517
Halbert Hargrove Global Advisors
California
$1.27K +$1.27K +6 New
CH
518
Cromwell Holdings
Wyoming
$1.27K +$1.27K +6 New
RFS
519
Richardson Financial Services
Massachusetts
$1.06K – – –
LCM
520
Logan Capital Management
Pennsylvania
$1.06K – – –
CPG
521
Cornerstone Planning Group
New Jersey
$975 +$195 +1 +25%
SIC
522
SJS Investment Consulting
Ohio
$633 – – –
WBC
523
West Branch Capital
Massachusetts
$422 – – –
UB
524
UMB Bank
Missouri
$422 +$422 +2 New
HWP
525
Highline Wealth Partners
California
$422 +$422 +2 New
19 20
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