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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
PWMG
576
Private Wealth Management Group
New Jersey
$18.3K -$3.43K -15 -17%
TCOV
577
Trust Company of Vermont
Vermont
$17K +$15.1K +66 New
FMII
578
Farmers & Merchants Investments Inc
Nebraska
$15.7K -$15.5K -68 -53%
CWA
579
Carolina Wealth Advisors
South Carolina
$15.7K
OWP
580
ORG Wealth Partners
Texas
$15.5K
TRCT
581
Tower Research Capital (TRC)
New York
$13.7K +$1.6K +7 +15%
ST
582
Smithfield Trust
Pennsylvania
$13K
EDRH
583
Edmond de Rothschild Holding
Switzerland
$12.9K +$11.4K +50 New
CA
584
Continuum Advisory
Idaho
$11.9K +$10.5K +46 New
RWM
585
Rialto Wealth Management
New York
$10.1K +$8.68K +38 +3,800%
EP
586
Essential Partners
California
$9.8K +$8.23K +36 +1,800%
CPG
587
Cornerstone Planning Group
New Jersey
$9.77K +$685 +3 +8%
IAIM
588
International Assets Investment Management
Florida
$9.68K -$4.57K -20 -35%
DAM
589
Delta Asset Management
Tennessee
$9.29K
FUBT
590
First United Bank & Trust
Maryland
$9.03K
ACM
591
Accent Capital Management
Ohio
$8.77K
AWM
592
Angeles Wealth Management
California
$8.51K +$7.54K +33 New
BIA
593
Bell Investment Advisors
California
$8.25K
BWL
594
Bogart Wealth LLC
Virginia
$7.74K
WPA
595
West Paces Advisors
Georgia
$7.48K +$6.63K +29 New
APFP
596
Action Point Financial Planning
Michigan
$7.22K +$7.08K +31 New
BWA
597
Basecamp Wealth Advisors
Washington
$7.2K +$5.25K +23 +460%
TSMHT
598
Thurston Springer Miller Herd & Titak
Indiana
$6.71K
JWM
599
JPL Wealth Management
Colorado
$6.19K -$3.2K -14 -37%
RWM
600
Raffa Wealth Management
District of Columbia
$6.19K +$685 +3 +14%

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.