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HEICO Corp Class A

582 hedge funds and large institutions have $17.5B invested in HEICO Corp Class A in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 202 increasing their positions, 202 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
582
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
MPWT
501
MassMutual Private Wealth & Trust
Connecticut
$19.6K
PWA
502
Physician Wealth Advisors
Utah
$19.1K
SL
503
Salomon & Ludwin
Virginia
$18.2K
TWC
504
TD Waterhouse Canada
Ontario, Canada
$16.2K
CWA
505
Carolina Wealth Advisors
South Carolina
$15.5K
CIAM
506
Caitong International Asset Management
Hong Kong
$15.5K
OP
507
ORG Partners
Indiana
$15.3K
GBT
508
Grove Bank & Trust
Florida
$13.7K
ST
509
Smithfield Trust
Pennsylvania
$13K
BI
510
Binnacle Investments
Iowa
$13K
RF
511
Rossby Financial
Florida
$12.6K
PFBT
512
Parkside Financial Bank & Trust
Missouri
$11.7K
AF
513
Alerus Financial
North Dakota
$11.7K
TRCT
514
Tower Research Capital (TRC)
New York
$11.2K
PWMG
515
Private Wealth Management Group
New Jersey
$10.7K
TFA
516
Transamerica Financial Advisors
Florida
$9.41K
FWM
517
FSA Wealth Management
Massachusetts
$9.15K
DAM
518
Delta Asset Management
Tennessee
$9.15K
FUBT
519
First United Bank & Trust
Maryland
$8.89K
MG
520
Mather Group
Illinois
$8.89K
ACM
521
Accent Capital Management
Ohio
$8.64K
BAM
522
Bellevue Asset Management
Washington
$8.38K
BIA
523
Bell Investment Advisors
California
$8.13K
BTI
524
Blue Trust Inc
Georgia
$7.88K
FNWA
525
Financial Network Wealth Advisors
Utah
$7.63K