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 %
QWM
476
Quadcap Wealth Management
Texas
$215K +$215K +806 New
EC
477
Enhancing Capital
Pennsylvania
$214K +$214K +802 New
SC
478
Savant Capital
Illinois
$214K -$38.7K -145 -15%
UM
479
UniSuper Management
Australia
$214K +$214K +800 New
AA
480
Aire Advisors
California
$214K +$214K +800 New
TF
481
Threadgill Financial
Texas
$212K +$212K +792 New
Voloridge Investment Management
482
Voloridge Investment Management
Florida
$212K -$6.81M -25,497 -97%
GIA
483
GHP Investment Advisors
Colorado
$212K +$267 +1 +0.1%
MGP
484
Metis Global Partners
California
$209K +$209K +784 New
CF
485
Corebridge Financial
Texas
$209K -$8.02K -30 -4%
XF
486
XML Financial
Maryland
$209K +$209K +781 New
DWM
487
Dynasty Wealth Management
Florida
$209K +$209K +781 New
IA
488
IFG Advisors
Missouri
$207K +$207K +774 New
BFS
489
Baskin Financial Services
Ontario, Canada
$200K +$200K +750 New
Walleye Capital
490
Walleye Capital
New York
$198K -$1.87M -6,993 -90%
IA
491
IFP Advisors
Florida
$190K -$36.3K -136 -16%
MCM
492
MAI Capital Management
Ohio
$187K -$8.02K -30 -4%
OCM
493
Osterweis Capital Management
California
$179K
CF
494
Centaurus Financial
California
$177K -$5.89K -22 -3%
HCA
495
Harbor Capital Advisors
Illinois
$177K +$177K +664 New
SS
496
SBI Securities
Japan
$175K +$22.7K +85 +15%
CI Investments Inc
497
CI Investments Inc
Ontario, Canada
$173K -$6.93K -26 -4%
AF
498
Allworth Financial
California
$168K +$10.9K +44 +7%
VCM
499
Versant Capital Management
Arizona
$166K +$68.1K +255 +70%
FCMT
500
Founders Capital Management (Texas)
Texas
$165K