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HEICO Class A
HEI.A

Overview Fund Activity

559 hedge funds and large institutions have $19.2B invested in HEICO Class A in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 210 increasing their positions, 173 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+25
Holders Change %
+4.68%
% of All Funds
7.5%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.39%
New
67
Increased
210
Reduced
173
Closed
34
Calls
$2.47M
Puts
$7.57M
Net Calls
-$5.1M
Net Calls Change
-$7.57M

Top Buyers

1
Invesco
Invesco
Georgia
$1.54B
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
$93.4M
3
AC
Aristeia Capital
Connecticut
$153M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$92.7M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$53.5M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$2.64B
2
A
AustralianSuper
Australia
$51.7M
3
Macquarie Group
Macquarie Group
Australia
$141M
4
VVP
Vulcan Value Partners
Alabama
$73.1M
5
SCM
Snyder Capital Management
California
$74.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
501
Bell Investment Advisors
California
$10.4K – – –
DAM
502
Delta Asset Management
Tennessee
$9.32K – – –
FWM
503
FSA Wealth Management
Massachusetts
$9.32K – – –
ACM
504
Accent Capital Management
Ohio
$8.8K – – –
BAM
505
Bellevue Asset Management
Washington
$8.8K -$517 -2 -6%
BTI
506
Blue Trust Inc
Georgia
$8.02K – – –
FNWA
507
Financial Network Wealth Advisors
Utah
$7.76K – – –
BWL
508
Bogart Wealth LLC
Virginia
$7.76K – – –
KPP
509
Kings Path Partners
Texas
$6.73K – – –
TSMHT
510
Thurston Springer Miller Herd & Titak
Indiana
$6.73K – – –
BIG
511
Brooklyn Investment Group
New York
$6.13K +$5.88K +23 +2,300%
SC
512
SouthState Corp
Florida
$5.95K – – –
TCOV
513
Trust Company of Vermont
Vermont
$5.43K -$6.47K -25 -54%
TWD
514
True Wealth Design
Ohio
$5.18K – – –
BLC
515
Brown, Lisle/Cummings
Rhode Island
$4.92K – – –
NWM
516
Nova Wealth Management
Florida
$4.66K +$4.66K +18 New
RIL
517
Rothschild Investment LLC
Illinois
$4.14K – – –
AAS
518
Ameritas Advisory Services
Nebraska
$4.14K +$4.14K +16 New
SS
519
Sunbelt Securities
Texas
$4.09K – – –
PWAM
520
Private Wealth Asset Management
Iowa
$3.62K -$1.81K -7 -33%
FUBT
521
First United Bank & Trust
Maryland
$3.62K – – –
BCMLT
522
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.36K -$6.73K -26 -67%
STB
523
S&T Bank
Pennsylvania
$3.36K +$3.36K +13 New
CH
524
Cromwell Holdings
Wyoming
$3.11K +$1.55K +6 +100%
EPW
525
Evergreen Private Wealth
Colorado
$3.11K +$3.11K +12 New
19 20
21
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