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 %
CWM
401
Connecticut Wealth Management
Connecticut
$615K -$13.8K -42 -2%
SLWA
402
San Luis Wealth Advisors
California
$610K +$20K +61 +3%
NG
403
Norden Group
Utah
$606K +$606K +1,847 New
GIM
404
Glenmede Investment Management
Pennsylvania
$606K +$606K +1,847 New
ACM
405
Andina Capital Management
Utah
$605K +$10.2K +31 +2%
MOS
406
MGO One Seven
Ohio
$603K +$603K +1,837 New
CWM
407
CIBC World Markets
New York
$601K -$55.8K -170 -8%
OC
408
Oppenheimer & Co
New York
$595K +$99.1K +302 +20%
SFI
409
Siemens Fonds Invest
Germany
$585K +$33.5K +102 +6%
RAM
410
Readystate Asset Management
Illinois
$585K +$585K +1,785 New
LWM
411
LJI Wealth Management
Indiana
$574K -$49.2K -150 -8%
Bank of Montreal
412
Bank of Montreal
Ontario, Canada
$563K -$20.7K -63 -4%
CP
413
CenterBook Partners
Connecticut
$563K -$485K -1,479 -46%
FIM
414
Freedom Investment Management
Connecticut
$561K -$83K -253 -13%
ASN
415
Advisory Services Network
Georgia
$550K -$14.1K -43 -2%
GI
416
GAMMA Investing
California
$550K +$96.8K +295 +21%
CA
417
Clearstead Advisors
Ohio
$549K -$43K -131 -7%
WIA
418
World Investment Advisors
California
$545K -$5.9K -18 -1%
S
419
SignatureFD
Georgia
$542K +$63.3K +193 +13%
AI
420
Atria Investments
North Carolina
$540K -$17.1K -52 -3%
BCI
421
Brinker Capital Investments
Pennsylvania
$540K +$244K +743 +82%
SFA
422
Sequoia Financial Advisors
Ohio
$528K +$151K +461 +40%
CIBC World Market
423
CIBC World Market
Ontario, Canada
$523K +$43.6K +133 +9%
VFA
424
Valeo Financial Advisors
Indiana
$518K +$9.84K +30 +2%
OAC
425
OMERS Administration Corp
Ontario, Canada
$518K