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HEICO Corp

699 hedge funds and large institutions have $12.8B invested in HEICO Corp in 2025 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 239 increasing their positions, 228 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.24% more ownership

Funds ownership: 69.41%70.65% (+1.2%)

5% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 228

53% less call options, than puts

Call options by funds: $72M | Put options by funds: $154M

Holders
699
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$72M
Puts
$154M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
451
HighPoint Advisor Group
Illinois
$429K
ALAM
452
Asahi Life Asset Management
Japan
$428K
RL
453
Retireful LLC
Michigan
$425K
YMRC
454
Yorktown Management & Research Company
Virginia
$420K
RCAG
455
Rehmann Capital Advisory Group
Michigan
$419K
FFS
456
Fortress Financial Solutions
Arizona
$413K
PIA
457
Powell Investment Advisors
Florida
$406K
PFG
458
Putney Financial Group
California
$406K
JWCA
459
J.W. Cole Advisors
Florida
$401K
LWAM
460
Legacy Wealth Asset Management
Minnesota
$398K
QCG
461
Quadrant Capital Group
Ohio
$396K
CBA
462
Coastal Bridge Advisors
Connecticut
$395K
KRSITF
463
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$393K
PCIA
464
Prime Capital Investment Advisors
Kansas
$392K
CCM
465
Coldstream Capital Management
Washington
$384K
FA
466
FDx Advisors
Illinois
$381K
MSFP
467
Mark Sheptoff Financial Planning
Connecticut
$374K
FT
468
Fiduciary Trust
Massachusetts
$371K
MA
469
Mutual Advisors
Nebraska
$368K
ECM
470
Evergreen Capital Management
Washington
$368K
EC
471
EntryPoint Capital
New York
$367K
SC
472
Syon Capital
California
$359K
BFS
473
Bradley Foster & Sargent
Connecticut
$353K
RAS
474
RPS Advisory Solutions
Kentucky
$350K
FCM
475
Firestone Capital Management
Florida
$350K