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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
FFO
601
Fortitude Family Office
Arizona
$6.19K +$2.74K +12 +100%
BIAS
602
Beacon Investment Advisory Services
New Jersey
$6.19K +$5.48K +24 New
SFCL
603
Strengthening Families & Communities LLC
Massachusetts
$6.19K +$5.48K +24 New
SIC
604
SJS Investment Consulting
Ohio
$5.93K +$3.66K +16 +229%
CH
605
Cromwell Holdings
Wyoming
$5.67K +$1.37K +6 +38%
BTI
606
Blue Trust Inc
Georgia
$5.44K -$457 -2 -9%
AWM
607
Activest Wealth Management
Florida
$5.42K
AG
608
AmeriFlex Group
Nevada
$5.42K +$4.8K +21 New
EWP
609
Elevation Wealth Partners
California
$5.16K +$4.57K +20 New
SWM
610
SHP Wealth Management
Massachusetts
$4.95K
DF
611
Dunhill Financial
United Kingdom
$4.9K
PPC
612
Park Place Capital
Alabama
$4.9K
LFG
613
Larson Financial Group
Missouri
$4.9K +$3.2K +14 +280%
NWM
614
Nova Wealth Management
Florida
$4.64K
SIM
615
Synergy Investment Management
Florida
$4.63K +$4.11K +18 New
SC
616
SouthState Corp
Florida
$4.38K
WB
617
Webster Bank
Connecticut
$4.38K +$3.88K +17 New
WA
618
Whipplewood Advisors
Colorado
$3.87K -$38.6K -169 -92%
MCM
619
Manchester Capital Management
Vermont
$3.87K -$914 -4 -21%
CT
620
Clearstead Trust
Maine
$3.61K -$914 -4 -22%
FNWA
621
Financial Network Wealth Advisors
Utah
$3.36K -$2.06K -9 -41%
CA
622
CoreCap Advisors
Michigan
$3.35K +$228 +1 +8%
AIS
623
Advocate Investing Services
Maryland
$3.1K
BHWM
624
Bay Harbor Wealth Management
Maryland
$3.1K +$228 +1 +9%
HFS
625
Hughes Financial Services
Virginia
$3.1K +$2.29K +10 +500%

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.