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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 %
FGA
501
Fortis Group Advisors
New Jersey
$290K – – –
MA
502
MONECO Advisors
Connecticut
$290K -$11.5K -35 -4%
SNBOSD
503
Security National Bank of So Dak
Iowa
$290K -$7.54K -23 -3%
DP
504
Dearborn Partners
Illinois
$288K +$15.1K +46 +6%
KAS
505
KPP Advisory Services
Kentucky
$287K – – –
BNP Paribas Asset Management
506
BNP Paribas Asset Management
France
$284K +$284K +866 New
FCM
507
Fourpath Capital Management
Oklahoma
$283K – – –
MA
508
Montag & Associates
Georgia
$279K -$127K -387 -31%
PHS
509
Pekin Hardy Strauss
Illinois
$279K – – –
EWA
510
Exencial Wealth Advisors
Oklahoma
$274K -$47.2K -144 -15%
SC
511
Savant Capital
Illinois
$274K +$10.8K +33 +4%
FRA
512
Frank Rimerman Advisors
California
$271K -$984 -3 -0.4%
QWM
513
Quadcap Wealth Management
Texas
$271K +$6.56K +20 +2%
Vontobel Holding
514
Vontobel Holding
Switzerland
$270K +$270K +824 New
AWAU
515
Alliance Wealth Advisors (Utah)
Utah
$268K +$268K +816 New
CPIG
516
Chicago Partners Investment Group
Illinois
$267K +$267K +830 New
CGH
517
Crossmark Global Holdings
Texas
$266K +$266K +811 New
NW
518
NewEdge Wealth
Pennsylvania
$265K -$7.29K -23 -3%
CI
519
CX Institutional
Indiana
$265K – – –
EC
520
Enhancing Capital
Pennsylvania
$262K -$656 -2 -0.2%
AA
521
Aire Advisors
California
$262K – – –
IC
522
Inscription Capital
Texas
$262K +$262K +798 New
HWM
523
HB Wealth Management
Georgia
$260K +$260K +793 New
GIA
524
GHP Investment Advisors
Colorado
$260K – – –
LAM
525
Longboard Asset Management
Arizona
$257K +$257K +785 New
19 20
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