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HEICO
HEI

Overview Fund Activity

697 hedge funds and large institutions have $12.8B invested in HEICO in 2025 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 240 increasing their positions, 226 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+67
Holders Change %
+10.63%
% of All Funds
9.35%
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
240
Reduced
226
Closed
37
Calls
$72M
Puts
$154M
Net Calls
-$81.7M
Net Calls Change
-$83.9M

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 Holding Trade Value Shares
Change 		Shares
Change %
AI
226
Axiom Investors
Connecticut
$3.1M +$3.1M +9,448 New
SSA
227
Schonfeld Strategic Advisors
New York
$3.08M -$5.72M -17,425 -65%
LOAMU
228
Lombard Odier Asset Management (USA)
New York
$3.01M +$1.07M +3,249 +55%
ECM
229
Everence Capital Management
Indiana
$2.9M – – –
Aberdeen Group
230
Aberdeen Group
United Kingdom
$2.88M +$385K +1,173 +15%
MML Investors Services
231
MML Investors Services
Massachusetts
$2.84M +$398K +1,212 +16%
Ensign Peak Advisors
232
Ensign Peak Advisors
Utah
$2.84M -$805K -2,453 -22%
Cerity Partners
233
Cerity Partners
New York
$2.83M +$755K +2,303 +36%
Capstone Investment Advisors
234
Capstone Investment Advisors
New York
$2.82M +$2.82M +8,600 New
AF
235
Aviso Financial
Ontario, Canada
$2.77M +$133K +407 +5%
X
236
Xponance
Pennsylvania
$2.76M +$46.6K +142 +2%
FRAF
237
Första AP-fonden
Sweden
$2.72M +$65.6K +200 +2%
Canada Life
238
Canada Life
Manitoba, Canada
$2.71M -$23.7K -72 -0.9%
ATPW
239
Ashton Thomas Private Wealth
Arizona
$2.62M -$25.3K -77 -1%
BMSSC
240
B. Metzler seel. Sohn & Co
Germany
$2.62M -$1.84M -5,608 -41%
PI
241
PineBridge Investments
New York
$2.59M +$499K +1,521 +24%
CDDEC
242
Caisse Des Depots Et Consignations
France
$2.53M +$2.53M +7,716 New
DekaBank Deutsche Girozentrale
243
DekaBank Deutsche Girozentrale
Germany
$2.4M +$16.6K +51 +0.7%
URS
244
Utah Retirement Systems
Utah
$2.35M -$38.7K -118 -2%
WorldQuant Millennium Advisors
245
WorldQuant Millennium Advisors
New York
$2.34M +$2.34M +7,128 New
PAM
246
Panagora Asset Management
Massachusetts
$2.33M -$326K -994 -12%
BRCM
247
Bright Rock Capital Management
Massachusetts
$2.3M – – –
AIC
248
Anthracite Investment Company
Texas
$2.3M – – –
Creative Planning
249
Creative Planning
Kansas
$2.28M -$114K -348 -5%
BCIM
250
British Columbia Investment Management
British Columbia, Canada
$2.27M -$489K -1,490 -18%
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