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HEICO Corp

699 hedge funds and large institutions have $12.8B invested in HEICO Corp in 2025 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 239 increasing their positions, 228 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.24% more ownership

Funds ownership: 69.41%70.65% (+1.2%)

5% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 228

53% less call options, than puts

Call options by funds: $72M | Put options by funds: $154M

Holders
699
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$72M
Puts
$154M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
Connecticut Wealth Management
Connecticut
$615K
SLWA
402
San Luis Wealth Advisors
California
$610K
GIM
403
Glenmede Investment Management
Pennsylvania
$606K
NG
404
Norden Group
Utah
$606K
ACM
405
Andina Capital Management
Utah
$605K
MOS
406
MGO One Seven
Ohio
$603K
CWM
407
CIBC World Markets
New York
$601K
OC
408
Oppenheimer & Co
New York
$595K
SFI
409
Siemens Fonds Invest
Germany
$585K
RAM
410
Readystate Asset Management
Illinois
$585K
LWM
411
LJI Wealth Management
Indiana
$574K
Bank of Montreal
412
Bank of Montreal
Ontario, Canada
$563K
CP
413
CenterBook Partners
Connecticut
$563K
FIM
414
Freedom Investment Management
Connecticut
$561K
ASN
415
Advisory Services Network
Georgia
$550K
GI
416
GAMMA Investing
California
$550K
CA
417
Clearstead Advisors
Ohio
$549K
WIA
418
World Investment Advisors
California
$545K
S
419
SignatureFD
Georgia
$542K
AI
420
Atria Investments
North Carolina
$540K
BCI
421
Brinker Capital Investments
Pennsylvania
$540K
SFA
422
Sequoia Financial Advisors
Ohio
$528K
CIBC World Market
423
CIBC World Market
Ontario, Canada
$523K
VFA
424
Valeo Financial Advisors
Indiana
$518K
OAC
425
OMERS Administration Corp
Ontario, Canada
$518K