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HEICO Corp
HEI

639 hedge funds and large institutions have $10.3B invested in HEICO Corp in 2025 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 207 increasing their positions, 212 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 66

10% more capital invested

Capital invested by funds: $9.32B → $10.3B (+$966M)

5% more funds holding

Funds holding: 606 → 639 (+33)

3% more call options, than puts

Call options by funds: $69.2M | Put options by funds: $67.1M

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

2% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 212

1.31% less ownership

Funds ownership: 71.3% → 69.98% (-1.3%)

Holders
639
Holders Change
+33
Holders Change %
+5.45%
% of All Funds
8.57%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
108
Increased
207
Reduced
212
Closed
66
Calls
$69.2M
Puts
$67.1M
Net Calls
+$2.13M
Net Calls Change
-$11.4M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$111M
2
HL
Harding Loevner
New Jersey
+$106M
3
Marshall Wace
Marshall Wace
United Kingdom
+$90.2M
4
DMIC
Dixon Mitchell Investment Counsel
British Columbia, Canada
+$47.2M
5
Invesco
Invesco
Georgia
+$44.7M

Top Sellers

1
AM
AGF Management
Ontario, Canada
-$225M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$111M
3
UBS Group
UBS Group
Switzerland
-$98.4M
4
BlackRock
BlackRock
New York
-$54.9M
5
FGP
Freestone Grove Partners
California
-$53.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
451
Bradley Foster & Sargent
Connecticut
$254K -$451K -1,853 -66%
EL
452
Essex LLC
Illinois
$254K -$7.3K -30 -3%
EF
453
Empowered Funds
Pennsylvania
$253K +$231K +948 New
WAP
454
Wealthcare Advisory Partners
Pennsylvania
$248K +$1.71K +7 +0.8%
LA
455
Lifeworks Advisors
Michigan
$248K – – –
LRIA
456
Leonard Rickey Investment Advisors
Washington
$248K +$7.55K +31 +3%
P
457
&Partners
Tennessee
$247K +$226K +930 New
SCTC
458
Sanibel Captiva Trust Company
Florida
$247K – – –
MA
459
MONECO Advisors
Connecticut
$246K +$487 +2 +0.2%
SNBOSD
460
Security National Bank of So Dak
Iowa
$243K -$2.92K -12 -1%
IWA
461
Icon Wealth Advisors
Texas
$242K -$243K -998 -52%
HWM
462
HighMark Wealth Management
Minnesota
$242K – – –
BCI
463
Brinker Capital Investments
Pennsylvania
$241K -$28.2K -116 -11%
OPS
464
Orion Portfolio Solutions
Nebraska
$241K -$28.2K -116 -11%
Allianz Asset Management
465
Allianz Asset Management
Germany
$240K -$286K -1,176 -57%
AFP
466
Ausdal Financial Partners
Iowa
$240K +$219K +898 New
FGA
467
Fortis Group Advisors
New Jersey
$237K +$244 +1 +0.1%
KAS
468
KPP Advisory Services
Kentucky
$234K +$213K +875 New
CAM
469
Claret Asset Management
Quebec, Canada
$233K +$244 +1 +0.1%
JWCA
470
J.W. Cole Advisors
Florida
$230K +$210K +862 New
FCM
471
Fourpath Capital Management
Oklahoma
$230K +$244 +1 +0.1%
NW
472
NewEdge Wealth
Pennsylvania
$230K +$244 +1 +0.1%
ECM
473
Evergreen Capital Management
Washington
$230K +$209K +859 New
HAG
474
HighPoint Advisor Group
Illinois
$227K +$1.46K +6 +0.7%
IHL
475
Investment House LLC
California
$227K +$207K +850 New
17 18
19
20 21

HEI Hedge Fund Activity: Q1 2025 in Review

639 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q1 2025, worth a combined $10.3B — up 10% from $9.32B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new HEI positions and 66 closed out — a net gain of 42 holders — while 207 added to existing stakes and 212 trimmed.

The largest buyer was UBS AM, adding an estimated $111M. The largest seller was AGF Management, cutting an estimated $225M.

  • 639 institutional investors held HEICO Corp (HEI) as of Q1 2025, up from 606 in Q4 2024.
  • Funds reported $10.3B of HEICO Corp stock for Q1 2025, up 10% quarter-over-quarter.
  • 108 funds opened new HEICO Corp positions in Q1 2025 and 66 closed out, a net change of +42 holders.
  • The largest HEICO Corp buyer in Q1 2025 was UBS AM, an estimated $111M added.
  • The largest HEICO Corp seller in Q1 2025 was AGF Management, an estimated $225M sold.

Based on aggregated 13F filings for Q1 2025.