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HEICO Corp Class A

582 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, 202 increasing their positions, 202 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

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
582
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
$1.8M
Puts
$6.87M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EPW
551
Evergreen Private Wealth
Colorado
$3.05K
UB
552
UMB Bank
Missouri
$3.05K
T
553
TOBAM
France
$3K
CA
554
CoreCap Advisors
Michigan
$2.79K
FFO
555
Fortitude Family Office
Arizona
$2.54K
MCM
556
Manchester Capital Management
Vermont
$2.03K
FCAS
557
First Command Advisory Services
Texas
$2.03K
PCM
558
Penserra Capital Management
California
$2K
CCM
559
Cloud Capital Management
Washington
$2K
AWM
560
Activest Wealth Management
Florida
$1.78K
CPG
561
Cornerstone Planning Group
New Jersey
$1.69K
DPW
562
DiNuzzo Private Wealth
Pennsylvania
$1.47K
HPC
563
HM Payson & Co
Maine
$1.27K
LCM
564
Logan Capital Management
Pennsylvania
$1.27K
GA
565
Guerra Advisors
Florida
$1.27K
BHWM
566
Bay Harbor Wealth Management
Maryland
$1.02K
LFG
567
Larson Financial Group
Missouri
$1.02K
BFS
568
Bare Financial Services
Pennsylvania
$1.02K
KFI
569
Key Financial Inc
Pennsylvania
$1.01K
AW
570
Avion Wealth
Texas
$1K
DF
571
DecisionPoint Financial
Arizona
$758
SIC
572
SJS Investment Consulting
Ohio
$509
WBC
573
West Branch Capital
Massachusetts
$509
ACA
574
American Capital Advisory
Idaho
$509
RWM
575
Rialto Wealth Management
New York
$509