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HEICO Corp Class A

568 hedge funds and large institutions have $19.6B invested in HEICO Corp Class A in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 215 increasing their positions, 176 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 35

24% more capital invested

Capital invested by funds: $15.8B → $19.6B (+$3.86B)

22% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 176

20% more funds holding in top 10

Funds holding in top 10: 2530 (+5)

5% more funds holding

Funds holding: 542568 (+26)

1.18% more ownership

Funds ownership: 89.06%90.24% (+1.2%)

67% less call options, than puts

Call options by funds: $2.47M | Put options by funds: $7.57M

Holders
568
Holders Change
+26
Holders Change %
+4.8%
% of All Funds
7.48%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.39%
New
68
Increased
215
Reduced
176
Closed
35
Calls
$2.47M
Puts
$7.57M
Net Calls
-$5.1M
Net Calls Change
-$7.57M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
526
Sunbelt Securities
Texas
$4.09K
PWAM
527
Private Wealth Asset Management
Iowa
$3.62K -$1.53K -7 -33%
FUBT
528
First United Bank & Trust
Maryland
$3.62K
BCMLT
529
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.36K -$5.69K -26 -67%
STB
530
S&T Bank
Pennsylvania
$3.36K +$2.85K +13 New
CH
531
Cromwell Holdings
Wyoming
$3.1K +$1.31K +6 +100%
EPW
532
Evergreen Private Wealth
Colorado
$3.1K +$2.63K +12 New
PCM
533
Penserra Capital Management
California
$3K -$56.7K -259 -96%
CA
534
CoreCap Advisors
Michigan
$2.85K -$438 -2 -15%
AWM
535
Angeles Wealth Management
California
$2.59K +$2.19K +10 New
MCM
536
Manchester Capital Management
Vermont
$2.33K
UB
537
UMB Bank
Missouri
$2.33K +$1.53K +7 +350%
BCWM
538
Bartlett & Co Wealth Management
Ohio
$2.33K +$1.97K +9 New
FFO
539
Fortitude Family Office
Arizona
$2.33K +$1.97K +9 New
CAWM
540
Capital A Wealth Management
Pennsylvania
$2.28K +$3.5K +16 New
CPG
541
Cornerstone Planning Group
New Jersey
$2.21K +$876 +4 +80%
FCAS
542
First Command Advisory Services
Texas
$2.07K
HFS
543
Hantz Financial Services
Michigan
$2K +$1.31K +6 New
WCM
544
WealthTrak Capital Management
Virginia
$1.81K
AWM
545
Activest Wealth Management
Florida
$1.81K -$876 -4 -36%
DPW
546
DiNuzzo Private Wealth
Pennsylvania
$1.55K
LCM
547
Logan Capital Management
Pennsylvania
$1.29K
RFS
548
Richardson Financial Services
Massachusetts
$1.29K
AW
549
Avion Wealth
Texas
$1K
WTFG
550
Wood Tarver Financial Group
Idaho
$1K

HEI.A Hedge Fund Activity: Q2 2025 in Review

568 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q2 2025, worth a combined $19.6B — up 24% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new HEI.A positions and 35 closed out — a net gain of 33 holders — while 215 added to existing stakes and 176 trimmed.

The largest buyer was Invesco, adding an estimated $95.4M. The largest seller was Principal Financial Group, cutting an estimated $99.6M.

  • 568 institutional investors held HEICO Corp Class A (HEI.A) as of Q2 2025, up from 542 in Q1 2025.
  • Funds reported $19.6B of HEICO Corp Class A stock for Q2 2025, up 24% quarter-over-quarter.
  • 68 funds opened new HEICO Corp Class A positions in Q2 2025 and 35 closed out, a net change of +33 holders.
  • The largest HEICO Corp Class A buyer in Q2 2025 was Invesco, an estimated $95.4M added.
  • The largest HEICO Corp Class A seller in Q2 2025 was Principal Financial Group, an estimated $99.6M sold.

Based on aggregated 13F filings for Q2 2025.