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HEICO
HEI

Overview Fund Activity

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

Top Buyers

1
UBS Group
UBS Group
Switzerland
$241M
2
Invesco
Invesco
Georgia
$293M
3
CAM
Congress Asset Management
Massachusetts
$101M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
$72.6M
5
American Century Companies
American Century Companies
Missouri
$173M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$432K
2
BlackRock
BlackRock
New York
$1.29B
3
UBS AM
UBS AM
Illinois
$235M
4
Natixis Advisors
Natixis Advisors
Massachusetts
$8.61M
5
Amundi
Amundi
France
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
426
Calamos Wealth Management
Illinois
$517K +$2.95K +9 +0.6%
NA
427
NewEdge Advisors
Louisiana
$515K +$44K +134 +9%
CG
428
Cynosure Group
Utah
$513K +$93.5K +285 +22%
SPA
429
Sherbrooke Park Advisers
New York
$505K +$140K +426 +38%
PFBT
430
Parkside Financial Bank & Trust
Missouri
$504K -$87.9K -268 -15%
DWM
431
Dakota Wealth Management
Florida
$498K +$498K +1,518 New
FC
432
Forte Capital
New York
$496K – – –
EGA
433
Eagle Global Advisors
Texas
$479K – – –
TMAM
434
Tokio Marine Asset Management
Japan
$478K +$45.9K +140 +11%
SAM
435
Smartleaf Asset Management
Massachusetts
$477K -$20.5K -63 -4%
KCP
436
Kera Capital Partners
California
$467K +$467K +1,423 New
Luther King Capital Management (LKCM)
437
Luther King Capital Management (LKCM)
Texas
$464K – – –
CIBC Private Wealth Group
438
CIBC Private Wealth Group
Georgia
$463K -$18K -55 -4%
CFM
439
Catalyst Funds Management
Australia
$459K +$459K +1,400 New
FNBT
440
FineMark National Bank & Trust
Florida
$458K +$123K +375 +37%
BAAM
441
Baker Avenue Asset Management
California
$457K +$33.5K +102 +8%
CAG
442
Csenge Advisory Group
Florida
$455K +$300 +1 +0.1%
Acadian Asset Management
443
Acadian Asset Management
Massachusetts
$452K – – –
LPAM
444
Lodestar Private Asset Management
California
$443K -$459K -1,400 -51%
FCP
445
Fidelis Capital Partners
Florida
$441K – – –
CC
446
Centiva Capital
New York
$438K +$438K +1,336 New
CFO
447
Callan Family Office
Pennsylvania
$438K +$438K +1,335 New
TA
448
TFB Advisors
Kansas
$437K +$20K +61 +5%
Lazard Asset Management
449
Lazard Asset Management
New York
$432K -$339M -1,036,214 -100%
AIM
450
Aigen Investment Management
New York
$432K -$84.3K -257 -16%
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