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 %
RCAG
401
Rehmann Capital Advisory Group
Michigan
$345K -$5.88K -22 -2%
BAAM
402
Baker Avenue Asset Management
California
$345K +$345K +1,291 New
FCP
403
Fidelis Capital Partners
Florida
$343K +$492 +2 +0.1%
KRSITF
404
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$342K +$342K +1,281 New
CG
405
Cynosure Group
Utah
$342K +$802 +3 +0.2%
QCG
406
Quadrant Capital Group
Ohio
$340K +$278K +1,041 +453%
TA
407
TFB Advisors
Kansas
$339K -$1.07K -4 -0.3%
IMCOOI
408
Investment Management Corp of Ontario (IMCO)
Canada
$334K +$334K +1,249 New
FFS
409
Fortress Financial Solutions
Arizona
$333K +$37.7K +141 +13%
PIA
410
Powell Investment Advisors
Florida
$331K
MA
411
Montag & Associates
Georgia
$331K -$69.2K -259 -17%
PFG
412
Putney Financial Group
California
$331K
RI
413
Redwood Investments
Massachusetts
$328K -$1.87K -7 -0.6%
HH
414
Hilltop Holdings
Texas
$327K +$4.27K +16 +1%
A
415
AlphaQuest
New York
$327K -$463K -1,731 -59%
PCIA
416
Prime Capital Investment Advisors
Kansas
$324K -$1.6K -6 -0.5%
PFG
417
PAX Financial Group
Texas
$324K +$324K +1,211 New
RIM
418
Rakuten Investment Management
Japan
$323K +$323K +1,214 New
CBA
419
Coastal Bridge Advisors
Connecticut
$323K +$323K +1,208 New
WIA
420
Wealthedge Investment Advisors
New York
$321K +$321K +1,202 New
FT
421
Fiduciary Trust
Massachusetts
$314K +$73.5K +275 +31%
FA
422
FDx Advisors
Illinois
$313K -$7.22K -27 -2%
TSS
423
Two Sigma Securities
New York
$313K -$91.6K -343 -23%
AC
424
Allstate Corporation
Illinois
$308K -$65.2K -244 -17%
SFA
425
Sequoia Financial Advisors
Ohio
$307K +$47.3K +177 +18%