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HEICO Corp Class A

568 hedge funds and large institutions have $19.6B invested in HEICO Corp Class A in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 215 increasing their positions, 176 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 35

24% more capital invested

Capital invested by funds: $15.8B → $19.6B (+$3.86B)

22% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 176

20% more funds holding in top 10

Funds holding in top 10: 2530 (+5)

5% more funds holding

Funds holding: 542568 (+26)

1.18% more ownership

Funds ownership: 89.06%90.24% (+1.2%)

67% less call options, than puts

Call options by funds: $2.47M | Put options by funds: $7.57M

Holders
568
Holders Change
+26
Holders Change %
+4.8%
% of All Funds
7.48%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.39%
New
68
Increased
215
Reduced
176
Closed
35
Calls
$2.47M
Puts
$7.57M
Net Calls
-$5.1M
Net Calls Change
-$7.57M
Name Holding Trade Value Shares
Change
Change in
Stake
BI
501
Binnacle Investments
Iowa
$13.2K
ST
502
Smithfield Trust
Pennsylvania
$13K
RF
503
Rossby Financial
Florida
$12.9K
PFBT
504
Parkside Financial Bank & Trust
Missouri
$11.9K +$438 +2 +5%
TWC
505
TD Waterhouse Canada
Ontario, Canada
$11.3K +$9.85K +45 New
PWMG
506
Private Wealth Management Group
New Jersey
$10.9K +$4.38K +20 +91%
S
507
SignatureFD
Georgia
$10.4K -$28.9K -132 -77%
BIA
508
Bell Investment Advisors
California
$10.3K
DAM
509
Delta Asset Management
Tennessee
$9.31K
FWM
510
FSA Wealth Management
Massachusetts
$9.31K
ACM
511
Accent Capital Management
Ohio
$8.8K
BAM
512
Bellevue Asset Management
Washington
$8.8K -$438 -2 -6%
BTI
513
Blue Trust Inc
Georgia
$8.02K
BWL
514
Bogart Wealth LLC
Virginia
$7.76K
FNWA
515
Financial Network Wealth Advisors
Utah
$7.76K
KPP
516
Kings Path Partners
Texas
$6.73K
TSMHT
517
Thurston Springer Miller Herd & Titak
Indiana
$6.73K
BIG
518
Brooklyn Investment Group
New York
$6.13K +$5.03K +23 +2,300%
SC
519
SouthState Corp
Florida
$5.95K
TCOV
520
Trust Company of Vermont
Vermont
$5.43K -$5.47K -25 -54%
TWD
521
True Wealth Design
Ohio
$5.17K
BLC
522
Brown, Lisle/Cummings
Rhode Island
$4.92K
NWM
523
Nova Wealth Management
Florida
$4.66K +$3.94K +18 New
RIL
524
Rothschild Investment LLC
Illinois
$4.14K
AAS
525
Ameritas Advisory Services
Nebraska
$4.14K +$3.5K +16 New

HEI.A Hedge Fund Activity: Q2 2025 in Review

568 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q2 2025, worth a combined $19.6B — up 24% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new HEI.A positions and 35 closed out — a net gain of 33 holders — while 215 added to existing stakes and 176 trimmed.

The largest buyer was Invesco, adding an estimated $95.4M. The largest seller was Principal Financial Group, cutting an estimated $99.6M.

  • 568 institutional investors held HEICO Corp Class A (HEI.A) as of Q2 2025, up from 542 in Q1 2025.
  • Funds reported $19.6B of HEICO Corp Class A stock for Q2 2025, up 24% quarter-over-quarter.
  • 68 funds opened new HEICO Corp Class A positions in Q2 2025 and 35 closed out, a net change of +33 holders.
  • The largest HEICO Corp Class A buyer in Q2 2025 was Invesco, an estimated $95.4M added.
  • The largest HEICO Corp Class A seller in Q2 2025 was Principal Financial Group, an estimated $99.6M sold.

Based on aggregated 13F filings for Q2 2025.