We are live on ! Find out more
HEI.A icon

HEICO Corp Class A

500 hedge funds and large institutions have $13.8B invested in HEICO Corp Class A in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 158 increasing their positions, 178 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $5.29M | Put options by funds: $1.8M

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

0.44% more ownership

Funds ownership: 88.22%88.66% (+0.44%)

0% less funds holding

Funds holding: 501500 (-1)

8% less capital invested

Capital invested by funds: $15.1B → $13.8B (-$1.22B)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

11% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 178

Holders
500
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
6.59%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.28%
New
64
Increased
158
Reduced
178
Closed
54
Calls
$5.29M
Puts
$1.8M
Net Calls
+$3.49M
Net Calls Change
-$806K
Name Holding Trade Value Shares
Change
Change in
Stake
AMCA
526
Arthur M. Cohen & Associates
Illinois
-$249K -1,220 Closed
PGFC
527
Peapack-Gladstone Financial Corp
New Jersey
-$248K -1,216 Closed
IC
528
IEQ Capital
California
-$235K -1,154 Closed
BCP
529
Blue Chip Partners
Michigan
-$234K -1,150 Closed
DWM
530
Diversify Wealth Management
Utah
-$227K -1,144 Closed
PAG
531
Private Advisor Group
New Jersey
-$230K -1,127 Closed
HT
532
Headlands Technologies
Illinois
-$223K -1,096 Closed
HAG
533
HighPoint Advisor Group
Illinois
-$204K -1,059 Closed
BHCM
534
Brevan Howard Capital Management
Jersey
-$212K -1,038 Closed
NFG
535
Nations Financial Group
Iowa
-$210K -1,030 Closed
FB
536
Fulton Bank
Pennsylvania
-$209K -1,024 Closed
PFA
537
Peak Financial Advisors
Colorado
-$209K -1,024 Closed
ANTB
538
AMG National Trust Bank
Colorado
-$206K -1,011 Closed
BBW
539
Blue Barn Wealth
Utah
-$205K -1,006 Closed
CP
540
Camelot Portfolios
Ohio
-$204K -1,000 Closed
EFG
541
Embree Financial Group
Illinois
-$204K -1,000 Closed
FHA
542
Flagship Harbor Advisors
Massachusetts
-$204K -1,000 Closed
NW
543
NewEdge Wealth
Pennsylvania
-$202K -993 Closed
PAS
544
Point72 Asia (Singapore)
Singapore
-$185K -906 Closed
PMFA
545
Plante Moran Financial Advisors
Michigan
-$116K -562 Closed
MAM
546
Meeder Asset Management
Ohio
-$63.2K -310 Closed
FCM
547
Fourpath Capital Management
Oklahoma
-$26.6K -130 Closed
CPA
548
Capital Performance Advisors
California
-$7.13K -35 Closed
BF
549
BOK Financial
Oklahoma
-$3.63K -18 Closed
JIP
550
Jaffetilchin Investment Partners
Florida
-$2.45K -12 Closed

HEI.A Hedge Fund Activity: Q4 2024 in Review

500 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q4 2024, worth a combined $13.8B — down 8.1% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HEI.A positions and 54 closed out — a net gain of 10 holders — while 158 added to existing stakes and 178 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $62.2M. The largest seller was Investment Management Corp of Ontario (IMCO), exiting entirely with an estimated $88.4M sold.

  • 500 institutional investors held HEICO Corp Class A (HEI.A) as of Q4 2024, down from 501 in Q3 2024.
  • Funds reported $13.8B of HEICO Corp Class A stock for Q4 2024, down 8.1% quarter-over-quarter.
  • 64 funds opened new HEICO Corp Class A positions in Q4 2024 and 54 closed out, a net change of +10 holders.
  • The largest HEICO Corp Class A buyer in Q4 2024 was Capital World Investors, an estimated $62.2M added.
  • The largest HEICO Corp Class A seller in Q4 2024 was Investment Management Corp of Ontario (IMCO), an estimated $88.4M sold.

Based on aggregated 13F filings for Q4 2024.