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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 %
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$1.36M +$119K +364 +10%
WA
302
Waverly Advisors
Alabama
$1.35M +$17.1K +52 +1%
NFC
303
Northeast Financial Consultants
Connecticut
$1.34M – – –
QI
304
Qtron Investments
Massachusetts
$1.33M +$319K +972 +31%
II
305
IFM Investors
Australia
$1.33M -$37.1K -113 -3%
EFG
306
Embree Financial Group
Illinois
$1.32M -$93.8K -286 -7%
OCM
307
Ovata Capital Management
Hong Kong
$1.29M +$1.29M +5,000 New
ACM
308
Avalon Capital Management
California
$1.28M +$10.8K +33 +0.9%
FAF
309
Fjarde Ap-fonden
Sweden
$1.25M -$557K -1,700 -31%
Mariner
310
Mariner
Kansas
$1.23M -$510K -1,555 -29%
HF
311
HRT Financial
New York
$1.21M -$5.11M -15,585 -81%
Lido Advisors
312
Lido Advisors
California
$1.21M -$1.31K -4 -0.1%
Manulife (Manufacturers Life Insurance)
313
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.2M -$367K -1,118 -23%
QCM
314
Qsemble Capital Management
New York
$1.19M +$739K +2,254 +162%
Bessemer Group
315
Bessemer Group
New Jersey
$1.19M -$4.92K -15 -0.4%
Daiwa Securities Group
316
Daiwa Securities Group
Japan
$1.19M – – –
NL
317
NVWM LLC
Pennsylvania
$1.19M +$1.19M +3,626 New
FDP
318
Financiere des Professionnels
Quebec, Canada
$1.18M +$1.18M +3,610 New
SCM
319
Sandler Capital Management
New York
$1.18M +$1.18M +3,594 New
PP
320
Prudential plc
United Kingdom
$1.17M -$84.3K -257 -7%
BG
321
Bahl & Gaynor
Ohio
$1.17M – – –
Norges Bank
322
Norges Bank
Norway
$1.16M +$1.16M +3,549 New
BWM
323
Baron Wealth Management
Michigan
$1.15M -$84.3K -257 -7%
IIC
324
Ironwood Investment Counsel
Arizona
$1.15M – – –
AB
325
Amalgamated Bank
New York
$1.14M +$143K +437 +14%
11 12
13
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