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HEICO Corp

698 hedge funds and large institutions have $12.7B invested in HEICO Corp in 2025 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 239 increasing their positions, 227 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: 69.4%70.64% (+1.2%)

5% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 227

53% less call options, than puts

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

Holders
698
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
NA
426
NewEdge Advisors
Louisiana
$515K
CG
427
Cynosure Group
Utah
$513K
SPA
428
Sherbrooke Park Advisers
New York
$505K
PFBT
429
Parkside Financial Bank & Trust
Missouri
$504K
DWM
430
Dakota Wealth Management
Florida
$498K
FC
431
Forte Capital
New York
$496K
EGA
432
Eagle Global Advisors
Texas
$479K
TMAM
433
Tokio Marine Asset Management
Japan
$478K
SAM
434
Smartleaf Asset Management
Massachusetts
$477K
KCP
435
Kera Capital Partners
California
$467K
Luther King Capital Management (LKCM)
436
Luther King Capital Management (LKCM)
Texas
$464K
CIBC Private Wealth Group
437
CIBC Private Wealth Group
Georgia
$463K
CFM
438
Catalyst Funds Management
Australia
$459K
FNBT
439
FineMark National Bank & Trust
Florida
$458K
BAAM
440
Baker Avenue Asset Management
California
$457K
CAG
441
Csenge Advisory Group
Florida
$455K
Acadian Asset Management
442
Acadian Asset Management
Massachusetts
$452K
LPAM
443
Lodestar Private Asset Management
California
$443K
FCP
444
Fidelis Capital Partners
Florida
$441K
CC
445
Centiva Capital
New York
$438K
CFO
446
Callan Family Office
Pennsylvania
$438K
TA
447
TFB Advisors
Kansas
$437K
Lazard Asset Management
448
Lazard Asset Management
New York
$432K
AIM
449
Aigen Investment Management
New York
$432K
HAG
450
HighPoint Advisor Group
Illinois
$429K