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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
PWG
476
Portside Wealth Group
Utah
$347K
IMCOOI
477
Investment Management Corp of Ontario (IMCO)
Canada
$344K
Nisa Investment Advisors
478
Nisa Investment Advisors
Missouri
$335K
Carson Wealth (CWM LLC)
479
Carson Wealth (CWM LLC)
Nebraska
$331K
VI
480
Vestcor Inc
New Brunswick, Canada
$329K
CSI
481
Cross Staff Investments
New York
$328K
LRIA
482
Leonard Rickey Investment Advisors
Washington
$328K
AIMCA
483
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$328K
PAG
484
Private Advisory Group
Washington
$322K
AIM
485
Anchor Investment Management
South Carolina
$319K
ODIJL
486
One Day In July LLC
Vermont
$319K
WAP
487
Wealthcare Advisory Partners
Pennsylvania
$310K
DS
488
DRW Securities
Illinois
$310K
KWM
489
Kingsview Wealth Management
Oregon
$307K
P
490
&Partners
Tennessee
$307K
LA
491
Lifeworks Advisors
Michigan
$304K
SI
492
Stephens Inc
Arkansas
$303K
MYIA
493
Mount Yale Investment Advisors
Colorado
$303K
SCTC
494
Sanibel Captiva Trust Company
Florida
$303K
HWM
495
HighMark Wealth Management
Minnesota
$297K
PFG
496
PAX Financial Group
Texas
$295K
AFP
497
Ausdal Financial Partners
Iowa
$294K
EL
498
Essex LLC
Illinois
$294K
EI
499
Ethic Inc
New York
$292K
VCM
500
Versant Capital Management
Arizona
$291K