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HEICO Corp Class A

573 hedge funds and large institutions have $17.4B invested in HEICO Corp Class A in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 200 increasing their positions, 199 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: $19.5B → $17.4B (-$2.1B)

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
573
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
CCM
551
Cloud Capital Management
Washington
$2K
AWM
552
Activest Wealth Management
Florida
$1.78K
CPG
553
Cornerstone Planning Group
New Jersey
$1.69K
DPW
554
DiNuzzo Private Wealth
Pennsylvania
$1.47K
HPC
555
HM Payson & Co
Maine
$1.27K
LCM
556
Logan Capital Management
Pennsylvania
$1.27K
GA
557
Guerra Advisors
Florida
$1.27K
BHWM
558
Bay Harbor Wealth Management
Maryland
$1.02K
LFG
559
Larson Financial Group
Missouri
$1.02K
BFS
560
Bare Financial Services
Pennsylvania
$1.02K
KFI
561
Key Financial Inc
Pennsylvania
$1.01K
AW
562
Avion Wealth
Texas
$1K
DF
563
DecisionPoint Financial
Arizona
$758
SIC
564
SJS Investment Consulting
Ohio
$509
WBC
565
West Branch Capital
Massachusetts
$509
RWM
566
Rialto Wealth Management
New York
$509
ACA
567
American Capital Advisory
Idaho
$509
HWP
568
Highline Wealth Partners
California
$508
HIA
569
HFM Investment Advisors
New Jersey
$508
AWM
570
Abound Wealth Management
Tennessee
$344
TFM
571
TFC Financial Management
Massachusetts
$255
SA
572
Seneschal Advisors
Washington
$255
CFD
573
Creative Financial Designs
Indiana
$254
Norges Bank
574
Norges Bank
Norway
Balyasny Asset Management
575
Balyasny Asset Management
Illinois