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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 %
Walleye Capital
351
Walleye Capital
New York
$935K +$691K +2,108 +284%
TPI
352
Trust Point Inc
Wisconsin
$933K -$587K -1,791 -39%
KRS
353
Kentucky Retirement Systems
Kentucky
$926K -$61K -186 -6%
Royal London Asset Management
354
Royal London Asset Management
United Kingdom
$918K – – –
AC
355
AXQ Capital
New Jersey
$915K +$454K +1,385 +99%
II
356
Inspire Investing
Idaho
$910K +$910K +2,775 New
OSAM
357
O'Shaughnessy Asset Management
Connecticut
$902K +$77.1K +235 +9%
Simplex Trading
358
Simplex Trading
Illinois
$899K +$899K +2,741 New
Wealthfront Advisers
359
Wealthfront Advisers
California
$890K +$98.1K +299 +12%
MIM
360
MetLife Investment Management
New Jersey
$866K -$23.6K -72 -3%
VPI
361
Value Partners Investments
Manitoba, Canada
$836K +$95.3K +291 +13%
TWPM
362
Total Wealth Planning & Management
Florida
$826K -$104K -317 -11%
CI
363
Corient IA
Florida
$820K – – –
CCM
364
Cinctive Capital Management
New York
$820K +$820K +2,500 New
CPC
365
Cookson Peirce & Co
Pennsylvania
$819K +$819K +2,498 New
MA
366
Mezzasalma Advisors
New Jersey
$799K – – –
GCP
367
GSA Capital Partners
United Kingdom
$791K +$453K +1,380 +134%
Balyasny Asset Management
368
Balyasny Asset Management
Illinois
$791K -$12.5M -38,172 -94%
VWM
369
Venturi Wealth Management
Texas
$771K +$43.3K +132 +6%
GAM
370
Generali Asset Management
Italy
$769K – – –
NA
371
Navellier & Associates
Nevada
$764K -$7.54K -23 -1%
WC
372
Westerkirk Capital
$738K +$738K +2,250 New
PIC
373
Portland Investment Counsel
Ontario, Canada
$736K – – –
DILIC
374
Dai-ichi Life Insurance Company
Japan
$722K -$153K -466 -17%
ESBC
375
E.S. Barr & Co
Kentucky
$722K +$722K +2,200 New
13 14
15
16 17