We are live on ! Find out more
HEI icon

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
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$1.47M -$2.32M -7,301 -62%
ET
302
Equitable Trust
Tennessee
$1.43M -$5.09K -16 -0.4%
SC
303
SummitTX Capital
Texas
$1.42M -$4.3M -13,513 -75%
MWM
304
MorganRosel Wealth Management
Colorado
$1.42M -$25.1K -79 -2%
QI
305
Qtron Investments
Massachusetts
$1.41M +$101K +316 +8%
MLL
306
Moody Lynn & Lieberson
Massachusetts
$1.41M +$45.5K +143 +3%
SCA
307
Snowden Capital Advisors
New York
$1.38M -$3.82K -12 -0.3%
PWM
308
Perigon Wealth Management
California
$1.38M +$1.36M +4,267 New
WA
309
Waverly Advisors
Alabama
$1.33M +$5.09K +16 +0.4%
FDP
310
Financiere des Professionnels
Quebec, Canada
$1.33M +$161K +506 +14%
EFG
311
Embree Financial Group
Illinois
$1.32M +$24.5K +77 +2%
HF
312
HRT Financial
New York
$1.32M +$124K +389 +11%
LSA
313
Leonteq Securities AG
Switzerland
$1.31M +$253K +794 +24%
II
314
IFM Investors
Australia
$1.3M
KAS
315
Kestra Advisory Services
Texas
$1.3M -$450K -1,413 -26%
FAF
316
Fjarde Ap-fonden
Sweden
$1.29M +$63.6K +200 +5%
OCM
317
Ovata Capital Management
Hong Kong
$1.27M
GFM
318
GF Fund Management
China
$1.25M -$2.32M -7,293 -65%
Walleye Capital
319
Walleye Capital
New York
$1.25M +$328K +1,030 +36%
VIM
320
Vinva Investment Management
Australia
$1.24M -$3.32M -10,422 -73%
Daiwa Securities Group
321
Daiwa Securities Group
Japan
$1.24M +$63.6K +200 +6%
TF
322
Threadgill Financial
Texas
$1.22M -$4.17M -13,108 -78%
CG
323
Caprock Group
Idaho
$1.21M +$1.23M +3,868 New
AB
324
Amalgamated Bank
New York
$1.19M +$71.3K +224 +6%
NL
325
NVWM LLC
Pennsylvania
$1.16M -$8.28K -26 -0.7%

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.