We are live on ! Find out more
HEI.A icon

HEICO Corp Class A

663 hedge funds and large institutions have $18B invested in HEICO Corp Class A in 2026 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 253 increasing their positions, 213 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 51

24% more capital invested

Capital invested by funds: $14.6B → $18B (+$3.45B)

19% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 213

8% more funds holding in top 10

Funds holding in top 10: 2628 (+2)

7% more funds holding

Funds holding: 620663 (+43)

0.65% more ownership

Funds ownership: 82.02%82.67% (+0.65%)

88% less call options, than puts

Call options by funds: $2.52M | Put options by funds: $21.1M

Holders
663
Holders Change
+43
Holders Change %
+6.94%
% of All Funds
8.01%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.34%
New
106
Increased
253
Reduced
213
Closed
51
Calls
$2.52M
Puts
$21.1M
Net Calls
-$18.6M
Net Calls Change
-$41M
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
551
True Wealth Design
Ohio
$37.7K +$16.2K +71 +95%
HFG
552
Harborfront Financial Group
Michigan
$36.6K +$32.4K +142 New
HFM
553
Harvest Fund Management
China
$35K -$914 -4 -3%
RF
554
Rossby Financial
Florida
$30.4K -$8.68K -38 -24%
TAP
555
Tounjian Advisory Partners
Florida
$29.8K +$26.5K +116 New
OCWP
556
Owl Creek Wealth Partners
Colorado
$29.1K +$1.14K +5 +5%
NB
557
NBH Bank
Colorado
$28.6K +$25.4K +111 New
TC
558
Truvestments Capital
Florida
$27.9K
FFA
559
Frazier Financial Advisors
Ohio
$27.3K
CAL
560
Capital Advisors Ltd
Ohio
$27K
QC
561
Quent Capital
New York
$26.3K +$10.7K +47 +85%
FIA
562
FNY Investment Advisers
New York
$26K +$23.3K +102 New
CSC
563
Caldwell Sutter Capital
California
$25.8K
BFS
564
Burkett Financial Services
South Carolina
$25.5K +$22.6K +99 New
SL
565
Salomon & Ludwin
Virginia
$24.9K +$14.4K +63 +197%
TPCW
566
TD Private Client Wealth
New York
$24.8K -$69.5K -304 -76%
TFA
567
Transamerica Financial Advisors
Florida
$24.5K +$6.17K +27 +40%
MA
568
MCF Advisors
Kentucky
$24K
KFAS
569
Keating Financial Advisory Services
Kansas
$23.7K +$7.77K +34 +59%
ACM
570
Aster Capital Management
United Arab Emirates
$23.7K +$21K +92 New
SN
571
Sittner & Nelson
Oregon
$23K
CIAM
572
Caitong International Asset Management
Hong Kong
$23K +$19.9K +87 +4,350%
MG
573
Mather Group
Illinois
$22.3K +$14.6K +64 +278%
PWA
574
Physician Wealth Advisors
Utah
$21.7K -$10.5K -46 -35%
FA
575
Fedenia Advisers
Wisconsin
$18.6K +$16.5K +72 New

HEI.A Hedge Fund Activity: Q2 2026 in Review

663 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q2 2026, worth a combined $18B — up 24% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new HEI.A positions and 51 closed out — a net gain of 55 holders — while 253 added to existing stakes and 213 trimmed.

The largest buyer was State of Wisconsin Investment Board, adding an estimated $156M. The largest seller was Principal Financial Group, cutting an estimated $265M.

  • 663 institutional investors held HEICO Corp Class A (HEI.A) as of Q2 2026, up from 620 in Q1 2026.
  • Funds reported $18B of HEICO Corp Class A stock for Q2 2026, up 24% quarter-over-quarter.
  • 106 funds opened new HEICO Corp Class A positions in Q2 2026 and 51 closed out, a net change of +55 holders.
  • The largest HEICO Corp Class A buyer in Q2 2026 was State of Wisconsin Investment Board, an estimated $156M added.
  • The largest HEICO Corp Class A seller in Q2 2026 was Principal Financial Group, an estimated $265M sold.

Based on aggregated 13F filings for Q2 2026.