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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
FGA
501
Fortis Group Advisors
New Jersey
$290K
MA
502
MONECO Advisors
Connecticut
$290K
SNBOSD
503
Security National Bank of So Dak
Iowa
$290K
DP
504
Dearborn Partners
Illinois
$288K
KAS
505
KPP Advisory Services
Kentucky
$287K
BNP Paribas Asset Management
506
BNP Paribas Asset Management
France
$284K
FCM
507
Fourpath Capital Management
Oklahoma
$283K
MA
508
Montag & Associates
Georgia
$279K
PHS
509
Pekin Hardy Strauss
Illinois
$279K
EWA
510
Exencial Wealth Advisors
Oklahoma
$274K
SC
511
Savant Capital
Illinois
$274K
FRA
512
Frank Rimerman Advisors
California
$271K
QWM
513
Quadcap Wealth Management
Texas
$271K
Vontobel Holding
514
Vontobel Holding
Switzerland
$270K
AWAU
515
Alliance Wealth Advisors (Utah)
Utah
$268K
CPIG
516
Chicago Partners Investment Group
Illinois
$267K
CGH
517
Crossmark Global Holdings
Texas
$266K
NW
518
NewEdge Wealth
Pennsylvania
$265K
CI
519
CX Institutional
Indiana
$265K
EC
520
Enhancing Capital
Pennsylvania
$262K
AA
521
Aire Advisors
California
$262K
IC
522
Inscription Capital
Texas
$262K
HWM
523
HB Wealth Management
Georgia
$260K
GIA
524
GHP Investment Advisors
Colorado
$260K
LAM
525
Longboard Asset Management
Arizona
$257K