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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
SQA
401
Simon Quick Advisors
New Jersey
$370K +$81.6K +335 +32%
GI
402
GAMMA Investing
California
$369K +$10.5K +43 +3%
Acadian Asset Management
403
Acadian Asset Management
Massachusetts
$368K +$230K +945 +217%
CCM
404
Coldstream Capital Management
Washington
$368K +$4.87K +20 +1%
TMAM
405
Tokio Marine Asset Management
Japan
$352K +$58.9K +242 +23%
CIBC Private Wealth Group
406
CIBC Private Wealth Group
Georgia
$351K -$15.3K -63 -4%
RCAG
407
Rehmann Capital Advisory Group
Michigan
$345K -$5.36K -22 -2%
BAAM
408
Baker Avenue Asset Management
California
$345K +$314K +1,291 New
FCP
409
Fidelis Capital Partners
Florida
$343K +$487 +2 +0.1%
KRSITF
410
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$342K +$312K +1,281 New
CG
411
Cynosure Group
Utah
$342K +$731 +3 +0.2%
QCG
412
Quadrant Capital Group
Ohio
$340K +$253K +1,041 +453%
TA
413
TFB Advisors
Kansas
$339K -$974 -4 -0.3%
IMCOOI
414
Investment Management Corp of Ontario (IMCO)
Canada
$334K +$304K +1,249 New
FFS
415
Fortress Financial Solutions
Arizona
$333K +$34.3K +141 +13%
PIA
416
Powell Investment Advisors
Florida
$331K – – –
MA
417
Montag & Associates
Georgia
$331K -$63.1K -259 -17%
PFG
418
Putney Financial Group
California
$331K – – –
RI
419
Redwood Investments
Massachusetts
$328K -$1.71K -7 -0.6%
HH
420
Hilltop Holdings
Texas
$327K +$3.9K +16 +1%
A
421
AlphaQuest
New York
$327K -$422K -1,731 -59%
PCIA
422
Prime Capital Investment Advisors
Kansas
$324K -$1.46K -6 -0.5%
PFG
423
PAX Financial Group
Texas
$324K +$295K +1,211 New
RIM
424
Rakuten Investment Management
Japan
$323K +$296K +1,214 New
CBA
425
Coastal Bridge Advisors
Connecticut
$323K +$294K +1,208 New
15 16
17
18 19

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.