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

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$432K
2
BlackRock
BlackRock
New York
$1.29B
3
UBS AM
UBS AM
Illinois
$235M
4
Natixis Advisors
Natixis Advisors
Massachusetts
$8.61M
5
Amundi
Amundi
France
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BB
276
Bell Bank
North Dakota
$1.77M -$66.9K -204 -4%
Envestnet Portfolio Solutions
277
Envestnet Portfolio Solutions
Illinois
$1.72M -$113K -345 -6%
WDA
278
Wendell David Associates
New Hampshire
$1.72M -$4.92K -15 -0.3%
BHCM
279
Brevan Howard Capital Management
Jersey
$1.65M +$1.09M +3,309 +192%
SLI
280
Sumitomo Life Insurance
Japan
$1.65M +$814K +2,481 +97%
SOADOR
281
State of Alaska Department of Revenue
Alaska
$1.64M – – –
VFA
282
Voya Financial Advisors
Connecticut
$1.58M -$34.9K -107 -2%
BAMF
283
BI Asset Management Fondsmaeglerselskab
Denmark
$1.57M +$153K +468 +11%
HCMT
284
Highland Capital Management (Tennessee)
Tennessee
$1.55M +$1.55M +4,736 New
IIM
285
INTECH Investment Management
Florida
$1.54M -$187K -570 -11%
SCM
286
Semanteon Capital Management
Massachusetts
$1.54M -$350K -1,066 -18%
Comerica Bank
287
Comerica Bank
Texas
$1.52M +$285K +870 +23%
GTAM
288
Global Trust Asset Management
Florida
$1.51M +$895K +2,730 +145%
KTM
289
Keeler Thomas Management
Utah
$1.51M +$1.51M +4,589 New
MCP
290
Mirador Capital Partners
California
$1.49M +$1.49M +4,529 New
MWM
291
MorganRosel Wealth Management
Colorado
$1.47M +$1.46M +4,458 +16,511%
ET
292
Equitable Trust
Tennessee
$1.46M -$173K -527 -11%
FDCDDQ
293
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.46M +$675K +2,305 +86%
Jones Financial Companies
294
Jones Financial Companies
Missouri
$1.45M +$70.7K +217 +5%
TWC
295
TD Waterhouse Canada
Ontario, Canada
$1.44M +$75.2K +234 +6%
AAS
296
Ameritas Advisory Services
Nebraska
$1.42M +$1.42M +4,339 New
SCA
297
Snowden Capital Advisors
New York
$1.41M -$242K -738 -15%
MLL
298
Moody Lynn & Lieberson
Massachusetts
$1.39M +$19.7K +60 +1%
WI
299
WBI Investments
New Jersey
$1.37M +$1.37M +4,191 New
GCM
300
Graham Capital Management
Connecticut
$1.37M -$1.48M -4,498 -52%
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