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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
BHCM
376
Brevan Howard Capital Management
Jersey
$460K +$59.9K +246 +17%
AI
377
Atria Investments
North Carolina
$454K +$56K +230 +16%
SFI
378
Siemens Fonds Invest
Germany
$450K +$81.3K +334 +25%
WIA
379
World Investment Advisors
California
$449K +$24.4K +100 +6%
Aviva
380
Aviva
United Kingdom
$446K -$2.92K -12 -0.7%
SG Americas Securities
381
SG Americas Securities
New York
$431K +$217K +891 +123%
OAC
382
OMERS Administration Corp
Ontario, Canada
$422K -$63.1K -259 -14%
AIM
383
Aigen Investment Management
New York
$420K +$383K +1,573 New
CWM
384
Calamos Wealth Management
Illinois
$419K +$1.71K +7 +0.4%
VFA
385
Valeo Financial Advisors
Indiana
$414K -$974 -4 -0.3%
SAM
386
Smartleaf Asset Management
Massachusetts
$406K +$4.87K +20 +1%
FC
387
Forte Capital
New York
$404K – – –
OC
388
Oppenheimer & Co
New York
$404K +$157K +646 +75%
WAM
389
Wolverine Asset Management
Illinois
$401K +$365K +1,500 New
VF
390
Virtu Financial
New York
$396K +$361K +1,484 New
EGA
391
Eagle Global Advisors
Texas
$390K – – –
CIBC World Market
392
CIBC World Market
Ontario, Canada
$390K +$356K +1,460 New
S
393
SignatureFD
Georgia
$390K +$66.5K +273 +23%
RL
394
Retireful LLC
Michigan
$390K +$356K +1,464 New
Macquarie Group
395
Macquarie Group
Australia
$387K – – –
NA
396
NewEdge Advisors
Louisiana
$384K -$25.8K -106 -7%
Luther King Capital Management (LKCM)
397
Luther King Capital Management (LKCM)
Texas
$378K – – –
AC
398
AXQ Capital
New Jersey
$375K +$342K +1,405 New
CAG
399
Csenge Advisory Group
Florida
$372K -$105K -432 -22%
QCM
400
Qsemble Capital Management
New York
$371K +$338K +1,389 New
14 15
16
17 18

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.