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HEICO Corp

713 hedge funds and large institutions have $12.5B invested in HEICO Corp in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 253 increasing their positions, 241 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $62.5M | Put options by funds: $33.9M

38% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 56

1% more funds holding

Funds holding: 705713 (+8)

5% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 241

0.34% less ownership

Funds ownership: 71.16%70.82% (-0.34%)

2% less capital invested

Capital invested by funds: $12.8B → $12.5B (-$298M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
713
Holders Change
+8
Holders Change %
+1.13%
% of All Funds
9.36%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.14%
New
77
Increased
253
Reduced
241
Closed
56
Calls
$62.5M
Puts
$33.9M
Net Calls
+$28.6M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
BRCM
251
Bright Rock Capital Management
Massachusetts
$2.26M
TF
252
Telligent Fund
Hong Kong
$2.26M +$159K +500 +8%
MIF
253
Mediolanum International Funds
Ireland
$2.23M +$221K +693 +11%
IIM
254
INTECH Investment Management
Florida
$2.21M +$686K +2,157 +46%
SIA
255
Soltis Investment Advisors
Utah
$2.2M
PFSRSONJ
256
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.17M +$136K +427 +7%
WorldQuant Millennium Advisors
257
WorldQuant Millennium Advisors
New York
$2.16M -$143K -450 -6%
PNC Financial Services Group
258
PNC Financial Services Group
Pennsylvania
$2.15M +$41.7K +131 +2%
Tudor Investment Corp
259
Tudor Investment Corp
Connecticut
$2.07M -$19.6M -61,710 -91%
OAM
260
OP Asset Management
$2.06M +$178K +560 +10%
STA
261
Summit Trail Advisors
New York
$2.06M +$1.03M +3,245 +104%
PAS
262
Park Avenue Securities
New York
$2.05M +$2.02M +6,354 New
BCIM
263
British Columbia Investment Management
British Columbia, Canada
$2.04M -$191K -599 -9%
AWM
264
Axxcess Wealth Management
California
$2.03M +$2M +6,296 New
TFS
265
Thoroughbred Financial Services
Tennessee
$2.02M +$16.2K +51 +0.8%
LIM
266
Lagoda Investment Management
New York
$2M -$77K -242 -4%
HHGC
267
Hunting Hill Global Capital
New York
$2M
VPIM
268
Vanguard Personalized Indexing Management
California
$1.99M +$176K +552 +10%
Pathstone Holdings
269
Pathstone Holdings
New Jersey
$1.98M +$82.7K +260 +4%
PI
270
PineBridge Investments
New York
$1.97M -$574K -1,803 -23%
Mercer Global Advisors
271
Mercer Global Advisors
Colorado
$1.91M +$952K +2,990 +102%
IWM
272
IHT Wealth Management
Illinois
$1.89M +$48.1K +151 +3%
Cerity Partners
273
Cerity Partners
New York
$1.89M -$883K -2,774 -32%
Mariner
274
Mariner
Kansas
$1.87M +$647K +2,034 +54%
Teacher Retirement System of Texas
275
Teacher Retirement System of Texas
Texas
$1.86M -$292K -917 -14%

HEI Hedge Fund Activity: Q3 2025 in Review

713 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q3 2025, worth a combined $12.5B — down 2.3% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new HEI positions and 56 closed out — a net gain of 21 holders — while 253 added to existing stakes and 241 trimmed.

The largest buyer was American Century Companies, adding an estimated $76.9M. The largest seller was Marshall Wace, cutting an estimated $77.3M.

  • 713 institutional investors held HEICO Corp (HEI) as of Q3 2025, up from 705 in Q2 2025.
  • Funds reported $12.5B of HEICO Corp stock for Q3 2025, down 2.3% quarter-over-quarter.
  • 77 funds opened new HEICO Corp positions in Q3 2025 and 56 closed out, a net change of +21 holders.
  • The largest HEICO Corp buyer in Q3 2025 was American Century Companies, an estimated $76.9M added.
  • The largest HEICO Corp seller in Q3 2025 was Marshall Wace, an estimated $77.3M sold.

Based on aggregated 13F filings for Q3 2025.