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HEICO
HEI

Overview Fund Activity

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

Top Buyers

1
UBS AM
UBS AM
Illinois
+$122M
2
HL
Harding Loevner
New Jersey
+$116M
3
Marshall Wace
Marshall Wace
United Kingdom
+$99M
4
DMIC
Dixon Mitchell Investment Counsel
British Columbia, Canada
+$51.8M
5
Invesco
Invesco
Georgia
+$49.1M

Top Sellers

1
AM
AGF Management
Ontario, Canada
-$247M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$111M
3
UBS Group
UBS Group
Switzerland
-$108M
4
BlackRock
BlackRock
New York
-$60.3M
5
FGP
Freestone Grove Partners
California
-$58.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFAM
351
Motley Fool Asset Management
Virginia
$541K +$66.5K +249 +14%
CWM
352
CIBC World Markets
New York
$535K +$4.81K +18 +0.9%
CMI
353
Clare Market Investments
Texas
$534K +$267K +1,000 +100%
FIM
354
Freedom Investment Management
Connecticut
$525K -$27.3K -102 -5%
QCM
355
QRG Capital Management
Illinois
$516K +$15.5K +58 +3%
RWM
356
RKL Wealth Management
Pennsylvania
$515K +$267 +1 +0.1%
SF
357
Synovus Financial
Georgia
$514K -$10.7K -40 -2%
CWM
358
Connecticut Wealth Management
Connecticut
$512K -$534 -2 -0.1%
LWM
359
LJI Wealth Management
Indiana
$508K -$26.7K -100 -5%
KIA
360
Knollwood Investment Advisory
Maryland
$508K – – –
GTAM
361
Global Trust Asset Management
Florida
$502K +$502K +1,880 New
GT
362
Glenmede Trust
Pennsylvania
$496K +$2.41K +9 +0.5%
JFG
363
Jefferies Financial Group
New York
$488K +$488K +1,828 New
ACM
364
Andina Capital Management
Utah
$485K +$485K +1,815 New
PFBT
365
Parkside Financial Bank & Trust
Missouri
$482K -$32.1K -120 -6%
CA
366
Clearstead Advisors
Ohio
$482K -$72.7K -272 -13%
SLWA
367
San Luis Wealth Advisors
California
$480K – – –
Bank of Montreal
368
Bank of Montreal
Ontario, Canada
$476K -$7.58M -28,387 -94%
ASN
369
Advisory Services Network
Georgia
$461K -$46.8K -175 -9%
BHCM
370
Brevan Howard Capital Management
Jersey
$460K +$65.7K +246 +17%
AI
371
Atria Investments
North Carolina
$454K +$61.4K +230 +16%
SFI
372
Siemens Fonds Invest
Germany
$450K +$89.2K +334 +25%
WIA
373
World Investment Advisors
California
$449K +$26.7K +100 +6%
Aviva
374
Aviva
United Kingdom
$446K -$3.21K -12 -0.7%
SG Americas Securities
375
SG Americas Securities
New York
$431K +$238K +891 +123%
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