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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 %
ALMGDA
326
AG2R La Mondiale Gestion d'Actifs
France
$1.13M -$44K -134 -4%
CT
327
Chicago Trust
Illinois
$1.12M -$49.2K -150 -4%
TAF
328
Tredje AP-fonden
Sweden
$1.12M – – –
DTL
329
Dynamic Technology Lab
Singapore
$1.09M +$1.09M +3,310 New
CFGW
330
Chancellor Financial Group WB
Pennsylvania
$1.07M – – –
BC
331
Barrett & Company
Rhode Island
$1.05M +$16.4K +50 +2%
PA
332
Pinnacle Associates
New York
$1.03M -$85.3K -260 -8%
STA
333
Summit Trail Advisors
New York
$1.02M +$1.02M +3,122 New
DAM
334
Diamant Asset Management
Connecticut
$1.02M – – –
BWA
335
Burt Wealth Advisors
Maryland
$1.02M – – –
EF
336
Empowered Funds
Pennsylvania
$1.01M +$699K +2,133 +225%
CL
337
Choreo LLC
Illinois
$1.01M +$49.9K +152 +5%
Jacobs Levy Equity Management
338
Jacobs Levy Equity Management
New Jersey
$1M +$1M +3,056 New
Public Employees Retirement Association of Colorado
339
Public Employees Retirement Association of Colorado
Colorado
$1M – – –
FCM
340
Fieldview Capital Management
Michigan
$999K -$1.29M -3,921 -56%
EA
341
Emerald Advisers
Pennsylvania
$984K +$18.4K +56 +2%
CIBC Asset Management
342
CIBC Asset Management
Ontario, Canada
$975K -$1.08M -3,294 -53%
RIA
343
Regal Investment Advisors
Michigan
$972K +$972K +2,964 New
GAG
344
GM Advisory Group
New York
$967K – – –
UBP
345
Union Bancaire Privee
Switzerland
$963K +$963K +3,733 New
Mercer Global Advisors
346
Mercer Global Advisors
Colorado
$959K +$76.1K +232 +9%
Janus Henderson Group
347
Janus Henderson Group
United Kingdom
$955K -$112K -340 -10%
GIBU
348
Gulf International Bank (UK)
United Kingdom
$955K -$167K -509 -15%
MWM
349
MGB Wealth Management
Texas
$951K – – –
HCM
350
Hengehold Capital Management
Ohio
$939K -$14.8K -45 -2%
12 13
14
15 16