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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
PIC
351
Portland Investment Counsel
Ontario, Canada
$600K – – –
VWM
352
Venturi Wealth Management
Texas
$593K +$275K +1,131 +104%
MSRPS
353
Maryland State Retirement & Pension System
Maryland
$550K -$112K -458 -18%
EC
354
EntryPoint Capital
New York
$545K +$271K +1,112 +120%
IIC
355
Integrated Investment Consultants
Michigan
$543K – – –
Cambridge Investment Research Advisors
356
Cambridge Investment Research Advisors
Iowa
$542K +$63.6K +261 +15%
MFAM
357
Motley Fool Asset Management
Virginia
$541K +$60.6K +249 +14%
CWM
358
CIBC World Markets
New York
$535K +$4.38K +18 +0.9%
CMI
359
Clare Market Investments
Texas
$534K +$244K +1,000 +100%
FIM
360
Freedom Investment Management
Connecticut
$525K -$24.8K -102 -5%
QCM
361
QRG Capital Management
Illinois
$516K +$14.1K +58 +3%
RWM
362
RKL Wealth Management
Pennsylvania
$515K +$244 +1 +0.1%
SF
363
Synovus Financial
Georgia
$514K -$9.74K -40 -2%
CWM
364
Connecticut Wealth Management
Connecticut
$512K -$487 -2 -0.1%
LWM
365
LJI Wealth Management
Indiana
$508K -$24.4K -100 -5%
KIA
366
Knollwood Investment Advisory
Maryland
$508K – – –
GTAM
367
Global Trust Asset Management
Florida
$502K +$458K +1,880 New
GT
368
Glenmede Trust
Pennsylvania
$496K +$2.19K +9 +0.5%
JFG
369
Jefferies Financial Group
New York
$488K +$445K +1,828 New
ACM
370
Andina Capital Management
Utah
$485K +$442K +1,815 New
PFBT
371
Parkside Financial Bank & Trust
Missouri
$482K -$29.2K -120 -6%
CA
372
Clearstead Advisors
Ohio
$482K -$66.2K -272 -13%
SLWA
373
San Luis Wealth Advisors
California
$480K – – –
Bank of Montreal
374
Bank of Montreal
Ontario, Canada
$476K -$6.91M -28,387 -94%
ASN
375
Advisory Services Network
Georgia
$461K -$42.6K -175 -9%
13 14
15
16 17

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.