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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 %
VAM
251
Verity Asset Management
North Carolina
$2.27M +$141K +429 +7%
SIA
252
Soltis Investment Advisors
Utah
$2.24M -$98.4K -300 -4%
BEI
253
Benjamin Edwards Inc
Missouri
$2.21M -$10.8K -33 -0.5%
Teacher Retirement System of Texas
254
Teacher Retirement System of Texas
Texas
$2.19M +$82.3K +251 +4%
MAM
255
Meeder Asset Management
Ohio
$2.19M +$2.18M +6,637 +15,802%
PNC Financial Services Group
256
PNC Financial Services Group
Pennsylvania
$2.14M -$450K -1,373 -17%
HWAM
257
Hennion & Walsh Asset Management
New Jersey
$2.13M +$520K +1,584 +32%
TF
258
Telligent Fund
Hong Kong
$2.13M +$2.13M +6,500 New
LIM
259
Lagoda Investment Management
New York
$2.12M +$204K +622 +11%
FPAS
260
Focus Partners Advisor Solutions
Missouri
$2.12M -$94.8K -289 -4%
M&T Bank
261
M&T Bank
New York
$2.11M -$944K -2,878 -31%
PFSRSONJ
262
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.07M +$328 +1 +0%
MIF
263
Mediolanum International Funds
Ireland
$2.06M +$117K +359 +6%
TFS
264
Thoroughbred Financial Services
Tennessee
$2.04M -$650K -1,983 -24%
HHGC
265
Hunting Hill Global Capital
New York
$2.03M +$360K +1,098 +22%
FRM
266
Fox Run Management
Connecticut
$1.99M +$1.99M +6,079 New
CAU
267
Caxton Associates (UK)
$1.95M +$1.95M +5,958 New
Pathstone Holdings
268
Pathstone Holdings
New Jersey
$1.93M -$22.3K -68 -1%
IWM
269
IHT Wealth Management
Illinois
$1.88M +$38.4K +117 +2%
VIA
270
Virtus Investment Advisers
Connecticut
$1.85M -$135K -411 -7%
VPIM
271
Vanguard Personalized Indexing Management
California
$1.84M +$43.7K +133 +2%
MHC
272
Meyer Handelman Company
New York
$1.84M – – –
CAM
273
Cresset Asset Management
Illinois
$1.83M -$443K -1,351 -19%
I
274
InceptionR
California
$1.8M +$212K +646 +13%
KAS
275
Kestra Advisory Services
Texas
$1.78M +$621K +1,894 +54%
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