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HEICO
HEI

Overview Fund Activity

692 hedge funds and large institutions have $12.6B invested in HEICO in 2025 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 237 increasing their positions, 225 reducing their positions, and 37 closing their positions.

Holders
692
Holders Change
+62
Holders Change %
+9.84%
% of All Funds
9.29%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.19%
New
114
Increased
237
Reduced
225
Closed
37
Calls
$57.7M
Puts
$115M
Net Calls
-$57.1M
Net Calls Change
-$59.2M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$241M
2
Invesco
2
Invesco
Georgia
$293M
3
CAM
3
Congress Asset Management
Massachusetts
$101M
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$72.6M
5
American Century Companies
5
American Century Companies
Missouri
$173M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$432K
2
BlackRock
2
BlackRock
New York
$1.29B
3
UBS AM
3
UBS AM
Illinois
$235M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$8.61M
5
Amundi
5
Amundi
France
$16.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Capital World Investors
1
Capital World Investors
California
$1.63B 4,961,604 +42,363 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.29B 3,929,796 +89,731 +2%
BlackRock
3
BlackRock
New York
$1.29B 3,929,583 -242,022 -6%
State Street
4
State Street
Massachusetts
$450M 1,370,562 -58,345 -4%
Invesco
5
Invesco
Georgia
$293M 892,301 +258,183 +41%
Morgan Stanley
6
Morgan Stanley
New York
$287M 876,152 +48,106 +6%
NL
7
Nuveen LLC
North Carolina
$243M 740,187 -19,057 -3%
UBS Group
8
UBS Group
Switzerland
$241M 733,546 +291,118 +66%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$240M 734,209 +1,892 +0.3%
UBS AM
10
UBS AM
Illinois
$235M 715,159 -233,765 -25%
RP
11
Riverbridge Partners
Minnesota
$234M 713,376 -92,938 -12%
Two Sigma Investments
12
Two Sigma Investments
New York
$182M 555,495 +149,464 +37%
American Century Companies
13
American Century Companies
Missouri
$173M 528,145 +215,530 +69%
Charles Schwab
14
Charles Schwab
California
$167M 510,184 -5,155 -1%
Federated Hermes
15
Federated Hermes
Pennsylvania
$163M 495,935 -4,564 -0.9%
Capital International Investors
16
Capital International Investors
California
$162M 494,913 +31,333 +7%
EAM
17
EULAV Asset Management
Florida
$151M 461,693 – –
Marshall Wace
18
Marshall Wace
United Kingdom
$147M 447,374 +51,056 +13%
HL
19
Harding Loevner
New Jersey
$145M 442,150 +6,587 +2%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$142M 431,478 +9,500 +2%
Bank of America
21
Bank of America
North Carolina
$127M 386,144 +3,864 +1%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$120M 366,265 -25,104 -6%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$111M 338,836 +36,526 +12%
Fisher Asset Management
24
Fisher Asset Management
Washington
$110M 336,847 -96,743 -22%
CAM
25
Congress Asset Management
Massachusetts
$101M 308,457 +242,264 +366%
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