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
Name Holding Trade Value Shares
Change
Shares
Change %
Principal Financial Group
376
Principal Financial Group
Iowa
$717K -$267K -815 -27%
QP
377
Quartz Partners
New York
$716K +$716K +2,182 New
IA
378
Inspire Advisors
Idaho
$713K +$713K +2,175 New
MC
379
Moors & Cabot
Massachusetts
$707K -$382K -1,165 -35%
Cambridge Investment Research Advisors
380
Cambridge Investment Research Advisors
Iowa
$703K +$37.7K +115 +6%
AF
381
Allworth Financial
California
$701K +$479K +1,459 +215%
MWM
382
Moran Wealth Management
Florida
$695K -$117K -357 -14%
QCM
383
QRG Capital Management
Illinois
$689K +$55.8K +170 +9%
AA
384
ABC Arbitrage
France
$688K +$688K +2,099 New
MSRPS
385
Maryland State Retirement & Pension System
Maryland
$676K
IIC
386
Integrated Investment Consultants
Michigan
$666K
VA
387
Vident Advisory
Georgia
$665K -$94.8K -289 -12%
ET
388
Entropy Technologies
New York
$665K -$1.54M -4,697 -70%
HH
389
Hilltop Holdings
Texas
$659K +$257K +783 +64%
CA
390
CoreCap Advisors
Michigan
$658K +$648K +1,977 +6,817%
CMI
391
Clare Market Investments
Texas
$656K
WAM
392
Wolverine Asset Management
Illinois
$656K +$164K +500 +33%
MFAM
393
Motley Fool Asset Management
Virginia
$651K -$13.4K -41 -2%
KeyBank National Association
394
KeyBank National Association
Ohio
$644K +$644K +1,964 New
SQA
395
Simon Quick Advisors
New Jersey
$639K +$185K +563 +41%
OFS
396
OneAscent Financial Services
Alabama
$637K -$632K -1,939 -50%
RWM
397
RKL Wealth Management
Pennsylvania
$633K
SF
398
Synovus Financial
Georgia
$631K
KIA
399
Knollwood Investment Advisory
Maryland
$623K
CM
400
Capula Management
Cayman Islands
$623K +$623K +1,900 New