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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
HFS
626
Hantz Financial Services
Michigan
$3K -$228 -1 -8%
AWM
627
Abound Wealth Management
Tennessee
$2.9K
BDPWM
628
Barnes Dennig Private Wealth Management
Ohio
$2.84K +$2.51K +11 New
HPC
629
HM Payson & Co
Maine
$2.58K
PCM
630
Penserra Capital Management
California
$2K
CFG
631
CKW Financial Group
Hawaii
$2K +$1.37K +6 New
AFC
632
Ares Financial Consulting
California
$1.8K
PS
633
Planning Strategies
Pennsylvania
$1.8K +$1.6K +7 New
DPW
634
DiNuzzo Private Wealth
Pennsylvania
$1.55K
ACA
635
American Capital Advisory
Idaho
$1.55K +$228 +1 +20%
HIA
636
HFM Investment Advisors
New Jersey
$1.55K +$914 +4 +200%
STB
637
S&T Bank
Pennsylvania
$1.55K
LCM
638
Logan Capital Management
Pennsylvania
$1.29K +$1.14K +5 New
DRP
639
Decker Retirement Planning
Utah
$1.1K +$914 +4 New
DF
640
DecisionPoint Financial
Arizona
$1.05K +$228 +1 +33%
RFS
641
Richardson Financial Services
Massachusetts
$1.03K
CCMI
642
Creative Capital Management Investments
California
$1.03K +$914 +4 New
AW
643
Avion Wealth
Texas
$1K
DCM
644
Davis Capital Management
Florida
$774 +$228 +1 +50%
BFS
645
Bare Financial Services
Pennsylvania
$774 +$685 +3 New
CIA
646
Cape Investment Advisory
Georgia
$774 +$685 +3 New
DF
647
Downshift Financial
Colorado
$774 +$685 +3 New
MFS
648
Montgomery Financial Services
Maryland
$774 +$685 +3 New
1CP
649
1015 Capital Partners
Pennsylvania
$516
HWP
650
Highline Wealth Partners
California
$516

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.