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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 %
HAG
451
HighPoint Advisor Group
Illinois
$429K +$131K +399 +44%
ALAM
452
Asahi Life Asset Management
Japan
$428K +$428K +1,305 New
RL
453
Retireful LLC
Michigan
$425K -$55.1K -168 -11%
YMRC
454
Yorktown Management & Research Company
Virginia
$420K +$420K +1,280 New
RCAG
455
Rehmann Capital Advisory Group
Michigan
$419K -$4.59K -14 -1%
FFS
456
Fortress Financial Solutions
Arizona
$413K +$4.59K +14 +1%
PIA
457
Powell Investment Advisors
Florida
$406K – – –
PFG
458
Putney Financial Group
California
$406K – – –
JWCA
459
J.W. Cole Advisors
Florida
$401K +$118K +359 +42%
LWAM
460
Legacy Wealth Asset Management
Minnesota
$398K +$398K +1,212 New
QCG
461
Quadrant Capital Group
Ohio
$396K -$20.7K -63 -5%
CBA
462
Coastal Bridge Advisors
Connecticut
$395K -$656 -2 -0.2%
KRSITF
463
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$393K -$26.9K -82 -6%
PCIA
464
Prime Capital Investment Advisors
Kansas
$392K -$5.9K -18 -1%
CCM
465
Coldstream Capital Management
Washington
$384K -$66.9K -204 -15%
FA
466
FDx Advisors
Illinois
$381K -$2.95K -9 -0.8%
MSFP
467
Mark Sheptoff Financial Planning
Connecticut
$374K – – –
FT
468
Fiduciary Trust
Massachusetts
$371K -$14.4K -44 -4%
MA
469
Mutual Advisors
Nebraska
$368K -$29.8K -92 -7%
ECM
470
Evergreen Capital Management
Washington
$368K +$85.9K +262 +31%
EC
471
EntryPoint Capital
New York
$367K -$301K -918 -45%
SC
472
Syon Capital
California
$359K +$359K +1,096 New
BFS
473
Bradley Foster & Sargent
Connecticut
$353K +$40.3K +123 +13%
RAS
474
RPS Advisory Solutions
Kentucky
$350K – – –
FCM
475
Firestone Capital Management
Florida
$350K – – –
17 18
19
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