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 %
SCTC
451
Sanibel Captiva Trust Company
Florida
$247K
MA
452
MONECO Advisors
Connecticut
$246K +$534 +2 +0.2%
SNBOSD
453
Security National Bank of So Dak
Iowa
$243K -$3.21K -12 -1%
IWA
454
Icon Wealth Advisors
Texas
$242K -$267K -998 -52%
HWM
455
HighMark Wealth Management
Minnesota
$242K
OPS
456
Orion Portfolio Solutions
Nebraska
$241K -$31K -116 -11%
BCI
457
Brinker Capital Investments
Pennsylvania
$241K -$31K -116 -11%
Allianz Asset Management
458
Allianz Asset Management
Germany
$240K -$314K -1,176 -57%
AFP
459
Ausdal Financial Partners
Iowa
$240K +$240K +898 New
FGA
460
Fortis Group Advisors
New Jersey
$237K +$267 +1 +0.1%
KAS
461
KPP Advisory Services
Kentucky
$234K +$234K +875 New
CAM
462
Claret Asset Management
Quebec, Canada
$233K +$267 +1 +0.1%
JWCA
463
J.W. Cole Advisors
Florida
$230K +$230K +862 New
FCM
464
Fourpath Capital Management
Oklahoma
$230K +$267 +1 +0.1%
NW
465
NewEdge Wealth
Pennsylvania
$230K +$267 +1 +0.1%
ECM
466
Evergreen Capital Management
Washington
$230K +$230K +859 New
HAG
467
HighPoint Advisor Group
Illinois
$227K +$1.5K +6 +0.7%
IHL
468
Investment House LLC
California
$227K +$227K +850 New
PHS
469
Pekin Hardy Strauss
Illinois
$227K
TCM
470
Teza Capital Management
Illinois
$226K -$1.88M -7,018 -89%
SI
471
Stephens Inc
Arkansas
$224K -$264K -989 -54%
MS
472
Maven Securities
Jersey
$223K +$223K +833 New
DP
473
Dearborn Partners
Illinois
$222K +$222K +831 New
FRA
474
Frank Rimerman Advisors
California
$222K +$222K +829 New
CI
475
CX Institutional
Indiana
$216K +$216K +808 New