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HEICO Corp Class A

619 hedge funds and large institutions have $14.6B invested in HEICO Corp Class A in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 256 increasing their positions, 186 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

974% more call options, than puts

Call options by funds: $24.7M | Put options by funds: $2.3M

38% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 186

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

0% more funds holding

Funds holding: 616619 (+3)

1.41% less ownership

Funds ownership: 83.43%82.02% (-1.4%)

7% less funds holding in top 10

Funds holding in top 10: 2826 (-2)

18% less capital invested

Capital invested by funds: $17.7B → $14.6B (-$3.13B)

Holders
619
Holders Change
+3
Holders Change %
+0.49%
% of All Funds
7.62%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.32%
New
76
Increased
256
Reduced
186
Closed
60
Calls
$24.7M
Puts
$2.3M
Net Calls
+$22.4M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
526
Frazier Financial Advisors
Ohio
$22.4K
CAL
527
Capital Advisors Ltd
Ohio
$22K
CSC
528
Caldwell Sutter Capital
California
$21.1K
MA
529
MCF Advisors
Kentucky
$19.6K
KAS
530
Kemnay Advisory Services
New York
$19.4K -$150K -610 -87%
SN
531
Sittner & Nelson
Oregon
$18.8K
ZBNA
532
Zions Bancorporation, National Association
Utah
$18.6K +$3.2K +13 +17%
PWMG
533
Private Wealth Management Group
New Jersey
$18.2K +$10.8K +44 +105%
CWP
534
Clark Wealth Partners
Illinois
$16.5K
TWD
535
True Wealth Design
Ohio
$15.8K +$13.8K +56 +295%
TFA
536
Transamerica Financial Advisors
Florida
$14.4K +$9.36K +38 +127%
CWA
537
Carolina Wealth Advisors
South Carolina
$12.9K
OWP
538
ORG Wealth Partners
Texas
$12.7K +$14.8K +60 New
KFAS
539
Keating Financial Advisory Services
Kansas
$12.2K +$3.94K +16 +38%
IAIM
540
International Assets Investment Management
Florida
$12.1K -$3.2K -13 -19%
PFBT
541
Parkside Financial Bank & Trust
Missouri
$11.6K +$985 +4 +8%
QC
542
Quent Capital
New York
$11.6K +$6.65K +27 +96%
ST
543
Smithfield Trust
Pennsylvania
$11K
GBT
544
Grove Bank & Trust
Florida
$10.3K +$739 +3 +7%
TRCT
545
Tower Research Capital (TRC)
New York
$9.71K -$85.7K -348 -88%
LI
546
LRI Investments
Florida
$9.48K -$2.71K -11 -20%
WSFG
547
Wall Street Financial Group
Illinois
$8.02K +$9.36K +38 New
CPG
548
Cornerstone Planning Group
New Jersey
$7.93K +$7.88K +32 +640%
JWM
549
JPL Wealth Management
Colorado
$7.92K +$9.36K +38 New
DAM
550
Delta Asset Management
Tennessee
$7.6K

HEI.A Hedge Fund Activity: Q1 2026 in Review

619 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q1 2026, worth a combined $14.6B — down 18% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new HEI.A positions and 60 closed out — a net gain of 16 holders — while 256 added to existing stakes and 186 trimmed.

The largest buyer was State of Wisconsin Investment Board, adding an estimated $108M. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $327M sold.

  • 619 institutional investors held HEICO Corp Class A (HEI.A) as of Q1 2026, up from 616 in Q4 2025.
  • Funds reported $14.6B of HEICO Corp Class A stock for Q1 2026, down 18% quarter-over-quarter.
  • 76 funds opened new HEICO Corp Class A positions in Q1 2026 and 60 closed out, a net change of +16 holders.
  • The largest HEICO Corp Class A buyer in Q1 2026 was State of Wisconsin Investment Board, an estimated $108M added.
  • The largest HEICO Corp Class A seller in Q1 2026 was Berkshire Hathaway, an estimated $327M sold.

Based on aggregated 13F filings for Q1 2026.