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 %
MSFP
426
Mark Sheptoff Financial Planning
Connecticut
$304K
MA
427
Mutual Advisors
Nebraska
$303K +$24.8K +101 +9%
AIM
428
Anchor Investment Management
South Carolina
$298K
SPA
429
Sherbrooke Park Advisers
New York
$297K +$297K +1,113 New
RAS
430
RPS Advisory Solutions
Kentucky
$285K
EI
431
Ethic Inc
New York
$285K +$285K +1,056 New
CG
432
Caprock Group
Idaho
$285K -$40.1K -150 -12%
FCM
433
Firestone Capital Management
Florida
$285K
GCP
434
GSA Capital Partners
United Kingdom
$275K +$275K +1,031 New
FNBT
435
FineMark National Bank & Trust
Florida
$273K
VI
436
Vestcor Inc
New Brunswick, Canada
$269K
Nisa Investment Advisors
437
Nisa Investment Advisors
Missouri
$267K
CSI
438
Cross Staff Investments
New York
$267K
Carson Wealth (CWM LLC)
439
Carson Wealth (CWM LLC)
Nebraska
$265K +$17.3K +65 +7%
IWC
440
Integrated Wealth Concepts
Massachusetts
$265K +$265K +990 New
PAG
441
Private Advisory Group
Washington
$262K
EWA
442
Exencial Wealth Advisors
Oklahoma
$262K +$2.67K +10 +1%
ODIJL
443
One Day In July LLC
Vermont
$260K
BFS
444
Bradley Foster & Sargent
Connecticut
$254K -$495K -1,853 -66%
EL
445
Essex LLC
Illinois
$254K -$8.02K -30 -3%
EF
446
Empowered Funds
Pennsylvania
$253K +$253K +948 New
WAP
447
Wealthcare Advisory Partners
Pennsylvania
$248K +$1.87K +7 +0.8%
LA
448
Lifeworks Advisors
Michigan
$248K
LRIA
449
Leonard Rickey Investment Advisors
Washington
$248K +$7.88K +31 +3%
P
450
&Partners
Tennessee
$247K +$247K +930 New