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HEICO Corp Class A

575 hedge funds and large institutions have $17.5B invested in HEICO Corp Class A in 2025 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 201 increasing their positions, 201 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
575
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
OP
501
ORG Partners
Indiana
$15.3K
GBT
502
Grove Bank & Trust
Florida
$13.7K
ST
503
Smithfield Trust
Pennsylvania
$13K
BI
504
Binnacle Investments
Iowa
$13K
RF
505
Rossby Financial
Florida
$12.6K
PFBT
506
Parkside Financial Bank & Trust
Missouri
$11.7K
AF
507
Alerus Financial
North Dakota
$11.7K
TRCT
508
Tower Research Capital (TRC)
New York
$11.2K
PWMG
509
Private Wealth Management Group
New Jersey
$10.7K
TFA
510
Transamerica Financial Advisors
Florida
$9.41K
DAM
511
Delta Asset Management
Tennessee
$9.15K
FWM
512
FSA Wealth Management
Massachusetts
$9.15K
FUBT
513
First United Bank & Trust
Maryland
$8.89K
MG
514
Mather Group
Illinois
$8.89K
ACM
515
Accent Capital Management
Ohio
$8.64K
BAM
516
Bellevue Asset Management
Washington
$8.38K
BIA
517
Bell Investment Advisors
California
$8.13K
BTI
518
Blue Trust Inc
Georgia
$7.88K
FNWA
519
Financial Network Wealth Advisors
Utah
$7.63K
BWL
520
Bogart Wealth LLC
Virginia
$7.62K
SS
521
Sunbelt Securities
Texas
$7.62K
QC
522
Quent Capital
New York
$6.86K
AGWCA
523
Annis Gardner Whiting Capital Advisors
Florida
$6.64K
JWM
524
JPL Wealth Management
Colorado
$5.98K
ASN
525
Advisory Services Network
Georgia
$5.59K