630 hedge funds and large institutions have $10.2B invested in HEICO in 2025 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 201 increasing their positions, 209 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+29
Holders Change %
+4.83%
% of All Funds
8.56%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
108
Increased
201
Reduced
209
Closed
67
Calls
$69.2M
Puts
$67.1M
Net Calls
+$2.13M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Shares
Change %
TWC
276
TD Waterhouse Canada
Ontario, Canada
$1.14M -$287K -1,064 -20%
Jones Financial Companies
277
Jones Financial Companies
Missouri
$1.12M +$192K +722 +21%
MLL
278
Moody Lynn & Lieberson
Massachusetts
$1.11M -$21.6K -81 -2%
II
279
IFM Investors
Australia
$1.11M
NFC
280
Northeast Financial Consultants
Connecticut
$1.1M
WA
281
Waverly Advisors
Alabama
$1.08M +$1.08M +4,053 New
BCM
282
Bayesian Capital Management
New York
$1.08M +$1.08M +4,051 New
ALMGDA
283
AG2R La Mondiale Gestion d'Actifs
France
$1.07M +$1.07M +3,573 New
CWM
284
Congress Wealth Management
Massachusetts
$1.06M -$26.7K -100 -2%
OFS
285
OneAscent Financial Services
Alabama
$1.04M +$528K +1,970 +102%
ACM
286
Avalon Capital Management
California
$1.03M -$14.7K -55 -1%
PP
287
Prudential plc
United Kingdom
$1.02M -$253K -946 -20%
CAPTRUST Financial Advisors
288
CAPTRUST Financial Advisors
North Carolina
$1.01M +$113K +424 +13%
Comerica Bank
289
Comerica Bank
Texas
$1.01M +$22.7K +85 +2%
BWM
290
Baron Wealth Management
Michigan
$1M -$5.61K -21 -0.6%
Lido Advisors
291
Lido Advisors
California
$986K +$986K +3,688 New
Bessemer Group
292
Bessemer Group
New Jersey
$977K +$26.5K +99 +3%
Daiwa Securities Group
293
Daiwa Securities Group
Japan
$971K +$26.7K +100 +3%
CT
294
Chicago Trust
Illinois
$956K -$26.7K -100 -3%
BG
295
Bahl & Gaynor
Ohio
$953K
D.E. Shaw & Co
296
D.E. Shaw & Co
New York
$947K +$395K +1,479 +72%
KAS
297
Kestra Advisory Services
Texas
$943K +$112K +418 +13%
IIC
298
Ironwood Investment Counsel
Arizona
$934K
GIBU
299
Gulf International Bank (UK)
United Kingdom
$914K
TAF
300
Tredje AP-fonden
Sweden
$911K