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HEICO Corp Class A

584 hedge funds and large institutions have $17.5B invested in HEICO Corp Class A in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 203 increasing their positions, 202 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 41

3% more funds holding

Funds holding: 568584 (+16)

0% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 202

8.46% less ownership

Funds ownership: 90.24%81.78% (-8.5%)

11% less capital invested

Capital invested by funds: $19.6B → $17.5B (-$2.14B)

13% less funds holding in top 10

Funds holding in top 10: 3026 (-4)

74% less call options, than puts

Call options by funds: $1.8M | Put options by funds: $6.87M

Holders
584
Holders Change
+16
Holders Change %
+2.82%
% of All Funds
7.66%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.34%
New
65
Increased
203
Reduced
202
Closed
41
Calls
$1.8M
Puts
$6.87M
Net Calls
-$5.07M
Net Calls Change
+$37K
Name Holding Trade Value Shares
Change
Change in
Stake
CH
551
Cromwell Holdings
Wyoming
$3.05K
EPW
552
Evergreen Private Wealth
Colorado
$3.05K
UB
553
UMB Bank
Missouri
$3.05K +$750 +3 +33%
T
554
TOBAM
France
$3K +$2.75K +11 New
CA
555
CoreCap Advisors
Michigan
$2.79K
FFO
556
Fortitude Family Office
Arizona
$2.54K +$250 +1 +11%
MCM
557
Manchester Capital Management
Vermont
$2.03K -$250 -1 -11%
FCAS
558
First Command Advisory Services
Texas
$2.03K
PCM
559
Penserra Capital Management
California
$2K -$750 -3 -25%
CCM
560
Cloud Capital Management
Washington
$2K +$2.25K +9 New
AWM
561
Activest Wealth Management
Florida
$1.78K
CPG
562
Cornerstone Planning Group
New Jersey
$1.69K -$500 -2 -22%
DPW
563
DiNuzzo Private Wealth
Pennsylvania
$1.47K
HPC
564
HM Payson & Co
Maine
$1.27K +$1.25K +5 New
LCM
565
Logan Capital Management
Pennsylvania
$1.27K
EP
566
Essential Partners
California
$1.27K +$1K +4 +400%
GA
567
Guerra Advisors
Florida
$1.27K +$1.25K +5 New
BHWM
568
Bay Harbor Wealth Management
Maryland
$1.02K +$500 +2 +100%
LFG
569
Larson Financial Group
Missouri
$1.02K +$750 +3 +300%
BFS
570
Bare Financial Services
Pennsylvania
$1.02K +$1K +4 New
KFI
571
Key Financial Inc
Pennsylvania
$1.01K +$1K +4 New
AW
572
Avion Wealth
Texas
$1K
DF
573
DecisionPoint Financial
Arizona
$758
SIC
574
SJS Investment Consulting
Ohio
$509
WBC
575
West Branch Capital
Massachusetts
$509

HEI.A Hedge Fund Activity: Q3 2025 in Review

584 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q3 2025, worth a combined $17.5B — down 11% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new HEI.A positions and 41 closed out — a net gain of 24 holders — while 203 added to existing stakes and 202 trimmed.

The largest buyer was Vanguard Group, adding an estimated $83M. The largest seller was Invesco, cutting an estimated $1.46B.

  • 584 institutional investors held HEICO Corp Class A (HEI.A) as of Q3 2025, up from 568 in Q2 2025.
  • Funds reported $17.5B of HEICO Corp Class A stock for Q3 2025, down 11% quarter-over-quarter.
  • 65 funds opened new HEICO Corp Class A positions in Q3 2025 and 41 closed out, a net change of +24 holders.
  • The largest HEICO Corp Class A buyer in Q3 2025 was Vanguard Group, an estimated $83M added.
  • The largest HEICO Corp Class A seller in Q3 2025 was Invesco, an estimated $1.46B sold.

Based on aggregated 13F filings for Q3 2025.