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HEICO Corp Class A

617 hedge funds and large institutions have $14.6B invested in HEICO Corp Class A in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 256 increasing their positions, 184 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1.41% less ownership

Funds ownership: 83.42%82.01% (-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
617
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
$24.7M
Puts
$2.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
526
Capital Advisors Ltd
Ohio
$22K
CSC
527
Caldwell Sutter Capital
California
$21.1K
WWM
528
Western Wealth Management
Colorado
$20.3K
MA
529
MCF Advisors
Kentucky
$19.6K
KAS
530
Kemnay Advisory Services
New York
$19.4K
SN
531
Sittner & Nelson
Oregon
$18.8K
ZBNA
532
Zions Bancorporation, National Association
Utah
$18.6K
PWMG
533
Private Wealth Management Group
New Jersey
$18.2K
CWP
534
Clark Wealth Partners
Illinois
$16.5K
TWD
535
True Wealth Design
Ohio
$15.8K
TFA
536
Transamerica Financial Advisors
Florida
$14.4K
CWA
537
Carolina Wealth Advisors
South Carolina
$12.9K
OWP
538
ORG Wealth Partners
Texas
$12.7K
KFAS
539
Keating Financial Advisory Services
Kansas
$12.2K
IAIM
540
International Assets Investment Management
Florida
$12.1K
PFBT
541
Parkside Financial Bank & Trust
Missouri
$11.6K
QC
542
Quent Capital
New York
$11.6K
ST
543
Smithfield Trust
Pennsylvania
$11K
GBT
544
Grove Bank & Trust
Florida
$10.3K
TRCT
545
Tower Research Capital (TRC)
New York
$9.71K
LI
546
LRI Investments
Florida
$9.48K
WSFG
547
Wall Street Financial Group
Illinois
$8.02K
CPG
548
Cornerstone Planning Group
New Jersey
$7.93K
JWM
549
JPL Wealth Management
Colorado
$7.92K
DAM
550
Delta Asset Management
Tennessee
$7.6K