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HEICO Corp

713 hedge funds and large institutions have $12.5B invested in HEICO Corp in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 253 increasing their positions, 241 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $62.5M | Put options by funds: $33.9M

38% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 56

1% more funds holding

Funds holding: 705713 (+8)

5% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 241

0.34% less ownership

Funds ownership: 71.16%70.82% (-0.34%)

2% less capital invested

Capital invested by funds: $12.8B → $12.5B (-$298M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
713
Holders Change
+8
Holders Change %
+1.13%
% of All Funds
9.36%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.14%
New
77
Increased
253
Reduced
241
Closed
56
Calls
$62.5M
Puts
$33.9M
Net Calls
+$28.6M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
26
Fisher Asset Management
Washington
$94M -$14.6M -45,749 -14%
Los Angeles Capital Management
27
Los Angeles Capital Management
California
$93.5M +$21.7M +68,251 +31%
Goldman Sachs
28
Goldman Sachs
New York
$89.5M +$8.26M +25,967 +10%
CAM
29
Congress Asset Management
Massachusetts
$88M -$11.4M -35,974 -12%
Northern Trust
30
Northern Trust
Illinois
$86.5M +$5.2M +16,337 +6%
SA
31
Sanctuary Advisors
Indiana
$81M -$607K -1,906 -0.8%
William Blair & Company
32
William Blair & Company
Illinois
$74.9M -$524K -1,645 -0.7%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$74.2M -$4.21M -13,231 -5%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$70.7M +$24M +75,389 +53%
FAM
35
Fred Alger Management
New York
$68.2M -$7.53M -23,657 -10%
Marshall Wace
36
Marshall Wace
United Kingdom
$66M -$77.3M -242,782 -54%
DMIC
37
Dixon Mitchell Investment Counsel
British Columbia, Canada
$65.7M +$742K +2,331 +1%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$63.9M -$292K -916 -0.5%
MP
39
Munro Partners
Australia
$63.8M +$4.95M +15,560 +9%
VOYA Investment Management
40
VOYA Investment Management
Georgia
$63.3M +$27.9M +87,578 +81%
NAM
41
Nissay Asset Management
Japan
$60.7M +$3.84M +12,054 +7%
BAMCO Inc
42
BAMCO Inc
New York
$57.3M +$4.84M +15,200 +9%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$52.7M -$887K -2,787 -2%
Legal & General Group
44
Legal & General Group
United Kingdom
$50.6M +$1.83M +5,742 +4%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$49.2M +$679K +2,132 +1%
Corient Private Wealth
46
Corient Private Wealth
Florida
$46.7M +$1.92M +6,026 +4%
SEI Investments
47
SEI Investments
Pennsylvania
$46.5M +$8.08M +25,392 +21%
Mackenzie Financial
48
Mackenzie Financial
Ontario, Canada
$45.5M -$5.24M -16,475 -10%
First Trust Advisors
49
First Trust Advisors
Illinois
$45.2M -$13.8M -43,262 -24%
TAM
50
Telemark Asset Management
Massachusetts
$45.2M

HEI Hedge Fund Activity: Q3 2025 in Review

713 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q3 2025, worth a combined $12.5B — down 2.3% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new HEI positions and 56 closed out — a net gain of 21 holders — while 253 added to existing stakes and 241 trimmed.

The largest buyer was American Century Companies, adding an estimated $76.9M. The largest seller was Marshall Wace, cutting an estimated $77.3M.

  • 713 institutional investors held HEICO Corp (HEI) as of Q3 2025, up from 705 in Q2 2025.
  • Funds reported $12.5B of HEICO Corp stock for Q3 2025, down 2.3% quarter-over-quarter.
  • 77 funds opened new HEICO Corp positions in Q3 2025 and 56 closed out, a net change of +21 holders.
  • The largest HEICO Corp buyer in Q3 2025 was American Century Companies, an estimated $76.9M added.
  • The largest HEICO Corp seller in Q3 2025 was Marshall Wace, an estimated $77.3M sold.

Based on aggregated 13F filings for Q3 2025.