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

HEICO Corp Class A

619 hedge funds and large institutions have $14.6B invested in HEICO Corp Class A in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 256 increasing their positions, 186 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

974% more call options, than puts

Call options by funds: $24.7M | Put options by funds: $2.3M

38% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 186

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

0% more funds holding

Funds holding: 616619 (+3)

1.41% less ownership

Funds ownership: 83.43%82.02% (-1.4%)

7% less funds holding in top 10

Funds holding in top 10: 2826 (-2)

18% less capital invested

Capital invested by funds: $17.7B → $14.6B (-$3.13B)

Holders
619
Holders Change
+3
Holders Change %
+0.49%
% of All Funds
7.62%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.32%
New
76
Increased
256
Reduced
186
Closed
60
Calls
$24.7M
Puts
$2.3M
Net Calls
+$22.4M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CH
576
Cromwell Holdings
Wyoming
$3.38K +$985 +4 +33%
HFS
577
Hantz Financial Services
Michigan
$3K +$246 +1 +9%
BA
578
Ballast Advisors
Minnesota
$2.96K +$3.45K +14 New
AIS
579
Advocate Investing Services
Maryland
$2.53K
CA
580
CoreCap Advisors
Michigan
$2.53K +$246 +1 +9%
FFO
581
Fortitude Family Office
Arizona
$2.53K +$1.23K +5 +71%
AWM
582
Abound Wealth Management
Tennessee
$2.37K +$2.46K +10 +1,000%
BHWM
583
Bay Harbor Wealth Management
Maryland
$2.32K +$739 +3 +38%
HPC
584
HM Payson & Co
Maine
$2.12K +$1.23K +5 +100%
AC
585
AlphaCore Capital
California
$2.11K -$114K -465 -98%
RCM
586
Raleigh Capital Management
North Carolina
$2.11K +$2.46K +10 New
SEP
587
Signature Equity Partners
Ohio
$1.69K -$492 -2 -20%
AFC
588
Ares Financial Consulting
California
$1.49K
SIC
589
SJS Investment Consulting
Ohio
$1.48K +$492 +2 +40%
DPW
590
DiNuzzo Private Wealth
Pennsylvania
$1.27K
STB
591
S&T Bank
Pennsylvania
$1.27K
VWM
592
Vermillion Wealth Management
Minnesota
$1.27K +$1.48K +6 New
SIS
593
Sound Income Strategies
Florida
$1.06K
ACA
594
American Capital Advisory
Idaho
$1.06K +$1.23K +5 New
LFG
595
Larson Financial Group
Missouri
$1.05K +$739 +3 +150%
BWA
596
Basecamp Wealth Advisors
Washington
$1.04K -$1.48K -6 -55%
PCM
597
Penserra Capital Management
California
$1K
SWP
598
Strategic Wealth Partners
Ohio
$874 +$985 +4 New
LWMI
599
Legacy Wealth Management (Idaho)
Idaho
$845
RIAS
600
Rachor Investment Advisory Services
Michigan
$845

HEI.A Hedge Fund Activity: Q1 2026 in Review

619 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q1 2026, worth a combined $14.6B — down 18% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new HEI.A positions and 60 closed out — a net gain of 16 holders — while 256 added to existing stakes and 186 trimmed.

The largest buyer was State of Wisconsin Investment Board, adding an estimated $108M. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $327M sold.

  • 619 institutional investors held HEICO Corp Class A (HEI.A) as of Q1 2026, up from 616 in Q4 2025.
  • Funds reported $14.6B of HEICO Corp Class A stock for Q1 2026, down 18% quarter-over-quarter.
  • 76 funds opened new HEICO Corp Class A positions in Q1 2026 and 60 closed out, a net change of +16 holders.
  • The largest HEICO Corp Class A buyer in Q1 2026 was State of Wisconsin Investment Board, an estimated $108M added.
  • The largest HEICO Corp Class A seller in Q1 2026 was Berkshire Hathaway, an estimated $327M sold.

Based on aggregated 13F filings for Q1 2026.