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HEICO Corp Class A

584 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, 203 increasing their positions, 202 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 41

3% more funds holding

Funds holding: 568584 (+16)

0% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 202

8.46% less ownership

Funds ownership: 90.24%81.78% (-8.5%)

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
584
Holders Change
+16
Holders Change %
+2.82%
% of All Funds
7.66%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.34%
New
65
Increased
203
Reduced
202
Closed
41
Calls
$1.8M
Puts
$6.87M
Net Calls
-$5.07M
Net Calls Change
+$37K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
601
Algert Global
California
-$455K -1,760 Closed
NWAG
602
Net Worth Advisory Group
Utah
-$451K -1,745 Closed
DBRC
603
D.B. Root & Company
Pennsylvania
-$292K -1,129 Closed
LCM
604
Laurion Capital Management
New York
-$285K -1,103 Closed
Hudson Bay Capital Management
605
Hudson Bay Capital Management
Connecticut
-$279K -1,080 Closed
OFS
606
OneAscent Financial Services
Alabama
-$272K -1,066 Closed
FIA
607
Foundations Investment Advisors
Arizona
-$274K -1,057 Closed
PCP
608
Proficio Capital Partners
Massachusetts
-$262K -1,012 Closed
DWM
609
Diversify Wealth Management
Utah
-$240K -973 Closed
PAM
610
Panagora Asset Management
Massachusetts
-$203K -785 Closed
GWM
611
Geneos Wealth Management
Colorado
-$202K -781 Closed
RG
612
Rathbones Group
United Kingdom
-$201K -775 Closed
WA
613
Whipplewood Advisors
Colorado
-$85.1K -329 Closed
HT
614
Headlands Technologies
Illinois
-$69.9K -270 Closed
S
615
Sachetta
Massachusetts
-$20.2K -78 Closed
TSMHT
616
Thurston Springer Miller Herd & Titak
Indiana
-$6.73K -26 Closed
BIG
617
Brooklyn Investment Group
New York
-$6.13K -24 Closed
BCMLT
618
Beacon Capital Management LLC (Tennessee)
Tennessee
-$3.36K -13 Closed
BCWM
619
Bartlett & Co Wealth Management
Ohio
-$2.33K -9 Closed
WCM
620
WealthTrak Capital Management
Virginia
-$1.81K -7 Closed
HFS
621
Hantz Financial Services
Michigan
-$2K -6 Closed
WTFG
622
Wood Tarver Financial Group
Idaho
-$1K -6 Closed
RFS
623
Richardson Financial Services
Massachusetts
-$1.29K -5 Closed
TPWA
624
Twin Peaks Wealth Advisors
California
-$494 -2 Closed

HEI.A Hedge Fund Activity: Q3 2025 in Review

584 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q3 2025, worth a combined $17.5B — down 11% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new HEI.A positions and 41 closed out — a net gain of 24 holders — while 203 added to existing stakes and 202 trimmed.

The largest buyer was Vanguard Group, adding an estimated $83M. The largest seller was Invesco, cutting an estimated $1.46B.

  • 584 institutional investors held HEICO Corp Class A (HEI.A) as of Q3 2025, up from 568 in Q2 2025.
  • Funds reported $17.5B of HEICO Corp Class A stock for Q3 2025, down 11% quarter-over-quarter.
  • 65 funds opened new HEICO Corp Class A positions in Q3 2025 and 41 closed out, a net change of +24 holders.
  • The largest HEICO Corp Class A buyer in Q3 2025 was Vanguard Group, an estimated $83M added.
  • The largest HEICO Corp Class A seller in Q3 2025 was Invesco, an estimated $1.46B sold.

Based on aggregated 13F filings for Q3 2025.