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HEICO Class A
HEI.A

Overview Fund Activity

559 hedge funds and large institutions have $19.2B invested in HEICO Class A in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 210 increasing their positions, 173 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+25
Holders Change %
+4.68%
% of All Funds
7.5%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.39%
New
67
Increased
210
Reduced
173
Closed
34
Calls
$2.47M
Puts
$7.57M
Net Calls
-$5.1M
Net Calls Change
-$7.57M

Top Buyers

1
Invesco
Invesco
Georgia
$1.54B
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
$93.4M
3
AC
Aristeia Capital
Connecticut
$153M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$92.7M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$53.5M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$2.64B
2
A
AustralianSuper
Australia
$51.7M
3
Macquarie Group
Macquarie Group
Australia
$141M
4
VVP
Vulcan Value Partners
Alabama
$73.1M
5
SCM
Snyder Capital Management
California
$74.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
526
Penserra Capital Management
California
$3K -$64.8K -259 -96%
CA
527
CoreCap Advisors
Michigan
$2.85K -$517 -2 -15%
AWM
528
Angeles Wealth Management
California
$2.59K +$2.59K +10 New
MCM
529
Manchester Capital Management
Vermont
$2.33K – – –
UB
530
UMB Bank
Missouri
$2.33K +$1.81K +7 +350%
BCWM
531
Bartlett & Co Wealth Management
Ohio
$2.33K +$2.33K +9 New
FFO
532
Fortitude Family Office
Arizona
$2.33K +$2.33K +9 New
CPG
533
Cornerstone Planning Group
New Jersey
$2.22K +$984 +4 +80%
FCAS
534
First Command Advisory Services
Texas
$2.07K – – –
HFS
535
Hantz Financial Services
Michigan
$2K +$2K +6 New
WCM
536
WealthTrak Capital Management
Virginia
$1.81K – – –
AWM
537
Activest Wealth Management
Florida
$1.81K -$1.04K -4 -36%
DPW
538
DiNuzzo Private Wealth
Pennsylvania
$1.55K – – –
LCM
539
Logan Capital Management
Pennsylvania
$1.29K – – –
RFS
540
Richardson Financial Services
Massachusetts
$1.29K – – –
WTFG
541
Wood Tarver Financial Group
Idaho
$1K – – –
AW
542
Avion Wealth
Texas
$1K – – –
DF
543
DecisionPoint Financial
Arizona
$757 +$757 +3 New
SIC
544
SJS Investment Consulting
Ohio
$518 -$259 -1 -33%
HWP
545
Highline Wealth Partners
California
$518 – – –
WBC
546
West Branch Capital
Massachusetts
$518 – – –
HIA
547
HFM Investment Advisors
New Jersey
$518 +$259 +1 +100%
PWA
548
Principia Wealth Advisory
Texas
$518 +$259 +1 +100%
NA
549
NewEdge Advisors
Louisiana
$518 +$518 +2 New
BHWM
550
Bay Harbor Wealth Management
Maryland
$517 – – –
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