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HEICO
HEI

Overview Fund Activity

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

Top Buyers

1
UBS AM
UBS AM
Illinois
+$122M
2
HL
Harding Loevner
New Jersey
+$116M
3
Marshall Wace
Marshall Wace
United Kingdom
+$99M
4
DMIC
Dixon Mitchell Investment Counsel
British Columbia, Canada
+$51.8M
5
Invesco
Invesco
Georgia
+$49.1M

Top Sellers

1
AM
AGF Management
Ontario, Canada
-$247M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$111M
3
UBS Group
UBS Group
Switzerland
-$108M
4
BlackRock
BlackRock
New York
-$60.3M
5
FGP
Freestone Grove Partners
California
-$58.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
501
Farther Finance Advisors
California
$164K +$111K +411 +210%
AIM
502
Arcadia Investment Management
Michigan
$160K – – –
GWM
503
Geneos Wealth Management
Colorado
$151K +$120K +448 +380%
AF
504
Advisornet Financial
Minnesota
$145K +$24.6K +92 +20%
HNB
505
Huntington National Bank
Ohio
$141K -$6.15K -23 -4%
HIA
506
Harbor Investment Advisory
Maryland
$128K – – –
BIG
507
Brooklyn Investment Group
New York
$126K -$21.9K -82 -15%
C
508
Covestor
United Kingdom
$123K +$9.34K +35 +8%
TPCW
509
TD Private Client Wealth
New York
$122K +$33.4K +125 +38%
HWM
510
Hemington Wealth Management
Virginia
$111K +$2.4K +9 +2%
PA
511
Parallel Advisors
California
$108K -$14.2K -53 -12%
HI
512
Harbour Investments
Wisconsin
$103K – – –
Loomis, Sayles & Company
513
Loomis, Sayles & Company
Massachusetts
$101K – – –
OAM
514
Ostrum Asset Management
France
$94.3K -$7.75K -29 -8%
EWA
515
EverSource Wealth Advisors
Alabama
$87.8K -$190K -709 -68%
TIM
516
Tortoise Investment Management
New York
$80.4K – – –
AP
517
Atwood & Palmer
Missouri
$80.2K +$80.2K +300 New
PS
518
Principal Securities
Iowa
$78.9K – – –
TFIPS
519
Towarzystwo Funduszy Inwestycyjnych PZU SA
$72.1K +$26.7K +100 +59%
TFM
520
TFC Financial Management
Massachusetts
$70.8K – – –
PPC
521
Park Place Capital
Alabama
$68.1K -$6.41K -24 -9%
MPWT
522
MassMutual Private Wealth & Trust
Connecticut
$65.2K -$19.5K -73 -23%
CT
523
Colonial Trust
South Carolina
$63.6K – – –
BC
524
Bayforest Capital
United Kingdom
$61.7K -$98.9K -370 -62%
RIL
525
Rothschild Investment LLC
Illinois
$59.3K -$8.02K -30 -12%
19 20
21
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