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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 %
PWG
476
Portside Wealth Group
Utah
$347K +$347K +1,057 New
IMCOOI
477
Investment Management Corp of Ontario (IMCO)
Canada
$344K -$65.6K -200 -16%
Nisa Investment Advisors
478
Nisa Investment Advisors
Missouri
$335K +$7.22K +22 +2%
Carson Wealth (CWM LLC)
479
Carson Wealth (CWM LLC)
Nebraska
$331K +$5.25K +16 +2%
VI
480
Vestcor Inc
New Brunswick, Canada
$329K -$1.31K -4 -0.4%
CSI
481
Cross Staff Investments
New York
$328K – – –
LRIA
482
Leonard Rickey Investment Advisors
Washington
$328K +$8.2K +25 +3%
AIMCA
483
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$328K +$328K +1,000 New
PAG
484
Private Advisory Group
Washington
$322K – – –
AIM
485
Anchor Investment Management
South Carolina
$319K -$47.6K -145 -13%
ODIJL
486
One Day In July LLC
Vermont
$319K – – –
WAP
487
Wealthcare Advisory Partners
Pennsylvania
$310K +$5.25K +16 +2%
DS
488
DRW Securities
Illinois
$310K +$310K +945 New
KWM
489
Kingsview Wealth Management
Oregon
$307K +$307K +937 New
P
490
&Partners
Tennessee
$307K -$5.03K -15 -2%
LA
491
Lifeworks Advisors
Michigan
$304K – – –
SI
492
Stephens Inc
Arkansas
$303K +$28.5K +87 +10%
MYIA
493
Mount Yale Investment Advisors
Colorado
$303K +$303K +925 New
SCTC
494
Sanibel Captiva Trust Company
Florida
$303K – – –
HWM
495
HighMark Wealth Management
Minnesota
$297K – – –
PFG
496
PAX Financial Group
Texas
$295K -$102K -311 -26%
AFP
497
Ausdal Financial Partners
Iowa
$294K -$328 -1 -0.1%
EL
498
Essex LLC
Illinois
$294K -$18K -55 -6%
EI
499
Ethic Inc
New York
$292K -$51.8K -159 -15%
VCM
500
Versant Capital Management
Arizona
$291K +$87.2K +266 +43%
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