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 %
LPAM
326
Lodestar Private Asset Management
California
$735K -$200K -750 -21%
MIM
327
MetLife Investment Management
New Jersey
$724K -$1.34K -5 -0.2%
Mercer Global Advisors
328
Mercer Global Advisors
Colorado
$720K +$64.1K +240 +10%
FDCDDQ
329
Federation des caisses Desjardins du Quebec
Quebec, Canada
$715K -$240K -897 -25%
DILIC
330
Dai-ichi Life Insurance Company
Japan
$712K +$114K +428 +19%
AI
331
Atom Investors
Texas
$712K +$712K +2,664 New
PCM
332
Penserra Capital Management
California
$701K +$701K +2,624 New
JG
333
Jain Global
New York
$689K +$689K +2,577 New
SLI
334
Sumitomo Life Insurance
Japan
$681K +$681K +2,547 New
OSAM
335
O'Shaughnessy Asset Management
Connecticut
$672K +$51.8K +194 +8%
CI
336
Corient IA
Florida
$668K +$668K +2,500 New
MWM
337
Moran Wealth Management
Florida
$662K -$56.4K -211 -8%
MA
338
Mezzasalma Advisors
New Jersey
$651K
Wealthfront Advisers
339
Wealthfront Advisers
California
$645K -$731K -2,736 -53%
1C
340
111 Capital
France
$644K +$644K +2,412 New
GAM
341
Generali Asset Management
Italy
$626K -$27.5K -103 -4%
NA
342
Navellier & Associates
Nevada
$622K -$213K -807 -26%
VA
343
Vident Advisory
Georgia
$619K -$78.3K -293 -11%
VPI
344
Value Partners Investments
Manitoba, Canada
$604K +$604K +2,261 New
PIC
345
Portland Investment Counsel
Ontario, Canada
$600K
VWM
346
Venturi Wealth Management
Texas
$593K +$302K +1,131 +104%
MSRPS
347
Maryland State Retirement & Pension System
Maryland
$550K -$122K -458 -18%
EC
348
EntryPoint Capital
New York
$545K +$297K +1,112 +120%
IIC
349
Integrated Investment Consultants
Michigan
$543K
Cambridge Investment Research Advisors
350
Cambridge Investment Research Advisors
Iowa
$542K +$69.8K +261 +15%