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HEICO Corp

736 hedge funds and large institutions have $11.8B invested in HEICO Corp in 2026 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 243 increasing their positions, 256 reducing their positions, and 107 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: 98 | Existing positions closed: 107

3% less funds holding

Funds holding: 756736 (-20)

9% less capital invested

Capital invested by funds: $13B → $11.8B (-$1.16B)

Holders
736
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
KeyBank National Association
426
KeyBank National Association
Ohio
$514K
KIA
427
Knollwood Investment Advisory
Maryland
$512K
SOS
428
Silver Oak Securities
Tennessee
$508K
MOS
429
MGO One Seven
Ohio
$505K
KCP
430
Kera Capital Partners
California
$505K
SLWA
431
San Luis Wealth Advisors
California
$493K
FFS
432
Fortress Financial Solutions
Arizona
$493K
OFS
433
OneAscent Financial Services
Alabama
$490K
CBB
434
Citizens Business Bank
California
$486K
GIC
435
Generali Investments CEE
Czech Republic
$485K
MW
436
MBL Wealth
North Carolina
$481K
LWM
437
LJI Wealth Management
Indiana
$480K
Loomis, Sayles & Company
438
Loomis, Sayles & Company
Massachusetts
$471K
WANY
439
Wealthspire Advisors (New York)
New York
$465K
WIA
440
World Investment Advisors
California
$460K
OIMU
441
Osmosis Investment Management UK
United Kingdom
$458K
Macquarie Group
442
Macquarie Group
Australia
$449K
ASN
443
Advisory Services Network
Georgia
$449K
AI
444
Atria Investments
North Carolina
$443K
BC
445
Barrett & Company
Rhode Island
$441K
MIM
446
Morningstar Investment Management
Illinois
$438K
LNWTC
447
Laird Norton Wetherby Trust Company
Washington
$432K
HHGC
448
Hunting Hill Global Capital
New York
$430K
FC
449
Farringdon Capital
United Kingdom
$430K
ST
450
Sageworth Trust
Pennsylvania
$429K