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 %
OAC
376
OMERS Administration Corp
Ontario, Canada
$422K -$69.2K -259 -14%
AIM
377
Aigen Investment Management
New York
$420K +$420K +1,573 New
CWM
378
Calamos Wealth Management
Illinois
$419K +$1.87K +7 +0.4%
VFA
379
Valeo Financial Advisors
Indiana
$414K -$1.07K -4 -0.3%
SAM
380
Smartleaf Asset Management
Massachusetts
$406K +$5.32K +20 +1%
FC
381
Forte Capital
New York
$404K
OC
382
Oppenheimer & Co
New York
$404K +$173K +646 +75%
WAM
383
Wolverine Asset Management
Illinois
$401K +$401K +1,500 New
VF
384
Virtu Financial
New York
$396K +$396K +1,484 New
EGA
385
Eagle Global Advisors
Texas
$390K
CIBC World Market
386
CIBC World Market
Ontario, Canada
$390K +$390K +1,460 New
S
387
SignatureFD
Georgia
$390K +$72.9K +273 +23%
RL
388
Retireful LLC
Michigan
$390K +$390K +1,464 New
Macquarie Group
389
Macquarie Group
Australia
$387K
NA
390
NewEdge Advisors
Louisiana
$384K -$28.3K -106 -7%
Luther King Capital Management (LKCM)
391
Luther King Capital Management (LKCM)
Texas
$378K
AC
392
AXQ Capital
New Jersey
$375K +$375K +1,405 New
CAG
393
Csenge Advisory Group
Florida
$372K -$106K -432 -22%
QCM
394
Qsemble Capital Management
New York
$371K +$371K +1,389 New
SQA
395
Simon Quick Advisors
New Jersey
$370K +$89.5K +335 +32%
GI
396
GAMMA Investing
California
$369K +$11.5K +43 +3%
Acadian Asset Management
397
Acadian Asset Management
Massachusetts
$368K +$252K +945 +217%
CCM
398
Coldstream Capital Management
Washington
$368K +$5.34K +20 +1%
TMAM
399
Tokio Marine Asset Management
Japan
$352K +$64.7K +242 +23%
CIBC Private Wealth Group
400
CIBC Private Wealth Group
Georgia
$351K -$15K -63 -4%