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HEICO Corp

731 hedge funds and large institutions have $11.8B invested in HEICO Corp in 2026 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 242 increasing their positions, 253 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

8% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 108

3% less funds holding

Funds holding: 754731 (-23)

9% less capital invested

Capital invested by funds: $13B → $11.8B (-$1.17B)

Holders
731
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$82.8M
Puts
$65.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
426
Silver Oak Securities
Tennessee
$508K
MOS
427
MGO One Seven
Ohio
$505K
KCP
428
Kera Capital Partners
California
$505K
SLWA
429
San Luis Wealth Advisors
California
$493K
FFS
430
Fortress Financial Solutions
Arizona
$493K
OFS
431
OneAscent Financial Services
Alabama
$490K
CBB
432
Citizens Business Bank
California
$486K
GIC
433
Generali Investments CEE
Czech Republic
$485K
MW
434
MBL Wealth
North Carolina
$481K
LWM
435
LJI Wealth Management
Indiana
$480K
Loomis, Sayles & Company
436
Loomis, Sayles & Company
Massachusetts
$471K
WANY
437
Wealthspire Advisors (New York)
New York
$465K
WIA
438
World Investment Advisors
California
$460K
OIMU
439
Osmosis Investment Management UK
United Kingdom
$458K
Macquarie Group
440
Macquarie Group
Australia
$449K
ASN
441
Advisory Services Network
Georgia
$449K
AI
442
Atria Investments
North Carolina
$443K
BC
443
Barrett & Company
Rhode Island
$441K
MIM
444
Morningstar Investment Management
Illinois
$438K
LNWTC
445
Laird Norton Wetherby Trust Company
Washington
$432K
HHGC
446
Hunting Hill Global Capital
New York
$430K
FC
447
Farringdon Capital
United Kingdom
$430K
ST
448
Sageworth Trust
Pennsylvania
$429K
CWM
449
Connecticut Wealth Management
Connecticut
$427K
BFS
450
Bradley Foster & Sargent
Connecticut
$426K