We are live on ! Find out more
HEI icon

HEICO Corp
HEI

639 hedge funds and large institutions have $10.3B invested in HEICO Corp in 2025 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 207 increasing their positions, 212 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 66

10% more capital invested

Capital invested by funds: $9.32B → $10.3B (+$966M)

5% more funds holding

Funds holding: 606 → 639 (+33)

3% more call options, than puts

Call options by funds: $69.2M | Put options by funds: $67.1M

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

2% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 212

1.31% less ownership

Funds ownership: 71.3% → 69.98% (-1.3%)

Holders
639
Holders Change
+33
Holders Change %
+5.45%
% of All Funds
8.57%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
108
Increased
207
Reduced
212
Closed
66
Calls
$69.2M
Puts
$67.1M
Net Calls
+$2.13M
Net Calls Change
-$11.4M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$111M
2
HL
Harding Loevner
New Jersey
+$106M
3
Marshall Wace
Marshall Wace
United Kingdom
+$90.2M
4
DMIC
Dixon Mitchell Investment Counsel
British Columbia, Canada
+$47.2M
5
Invesco
Invesco
Georgia
+$44.7M

Top Sellers

1
AM
AGF Management
Ontario, Canada
-$225M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$111M
3
UBS Group
UBS Group
Switzerland
-$98.4M
4
BlackRock
BlackRock
New York
-$54.9M
5
FGP
Freestone Grove Partners
California
-$53.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Nova Scotia
326
Bank of Nova Scotia
Ontario, Canada
$779K -$4.87K -20 -0.7%
IMRF
327
Illinois Municipal Retirement Fund
Illinois
$779K – – –
HCM
328
Hengehold Capital Management
Ohio
$777K – – –
MWM
329
MGB Wealth Management
Texas
$775K – – –
TWPM
330
Total Wealth Planning & Management
Florida
$757K +$37.5K +154 +6%
Royal London Asset Management
331
Royal London Asset Management
United Kingdom
$748K +$682K +2,799 New
LPAM
332
Lodestar Private Asset Management
California
$735K -$183K -750 -21%
MIM
333
MetLife Investment Management
New Jersey
$724K -$1.22K -5 -0.2%
Mercer Global Advisors
334
Mercer Global Advisors
Colorado
$720K +$58.4K +240 +10%
FDCDDQ
335
Federation des caisses Desjardins du Quebec
Quebec, Canada
$715K -$218K -897 -25%
DILIC
336
Dai-ichi Life Insurance Company
Japan
$712K +$104K +428 +19%
AI
337
Atom Investors
Texas
$712K +$649K +2,664 New
PCM
338
Penserra Capital Management
California
$701K +$639K +2,624 New
JG
339
Jain Global
New York
$689K +$628K +2,577 New
SLI
340
Sumitomo Life Insurance
Japan
$681K +$620K +2,547 New
OSAM
341
O'Shaughnessy Asset Management
Connecticut
$672K +$47.2K +194 +8%
CI
342
Corient IA
Florida
$668K +$609K +2,500 New
MWM
343
Moran Wealth Management
Florida
$662K -$51.4K -211 -8%
MA
344
Mezzasalma Advisors
New Jersey
$651K – – –
Wealthfront Advisers
345
Wealthfront Advisers
California
$645K -$666K -2,736 -53%
1C
346
111 Capital
France
$644K +$587K +2,412 New
GAM
347
Generali Asset Management
Italy
$626K -$25.1K -103 -4%
NA
348
Navellier & Associates
Nevada
$622K -$197K -807 -26%
VA
349
Vident Advisory
Georgia
$619K -$71.3K -293 -11%
VPI
350
Value Partners Investments
Manitoba, Canada
$604K +$551K +2,261 New
12 13
14
15 16

HEI Hedge Fund Activity: Q1 2025 in Review

639 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q1 2025, worth a combined $10.3B — up 10% from $9.32B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new HEI positions and 66 closed out — a net gain of 42 holders — while 207 added to existing stakes and 212 trimmed.

The largest buyer was UBS AM, adding an estimated $111M. The largest seller was AGF Management, cutting an estimated $225M.

  • 639 institutional investors held HEICO Corp (HEI) as of Q1 2025, up from 606 in Q4 2024.
  • Funds reported $10.3B of HEICO Corp stock for Q1 2025, up 10% quarter-over-quarter.
  • 108 funds opened new HEICO Corp positions in Q1 2025 and 66 closed out, a net change of +42 holders.
  • The largest HEICO Corp buyer in Q1 2025 was UBS AM, an estimated $111M added.
  • The largest HEICO Corp seller in Q1 2025 was AGF Management, an estimated $225M sold.

Based on aggregated 13F filings for Q1 2025.