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HEICO Corp

698 hedge funds and large institutions have $12.7B invested in HEICO Corp in 2025 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 239 increasing their positions, 227 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: 69.4%70.64% (+1.2%)

5% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 227

53% less call options, than puts

Call options by funds: $72M | Put options by funds: $154M

Holders
698
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
MA
501
MONECO Advisors
Connecticut
$290K
SNBOSD
502
Security National Bank of So Dak
Iowa
$290K
DP
503
Dearborn Partners
Illinois
$288K
KAS
504
KPP Advisory Services
Kentucky
$287K
BNP Paribas Asset Management
505
BNP Paribas Asset Management
France
$284K
FCM
506
Fourpath Capital Management
Oklahoma
$283K
MA
507
Montag & Associates
Georgia
$279K
PHS
508
Pekin Hardy Strauss
Illinois
$279K
EWA
509
Exencial Wealth Advisors
Oklahoma
$274K
SC
510
Savant Capital
Illinois
$274K
FRA
511
Frank Rimerman Advisors
California
$271K
QWM
512
Quadcap Wealth Management
Texas
$271K
Vontobel Holding
513
Vontobel Holding
Switzerland
$270K
AWAU
514
Alliance Wealth Advisors (Utah)
Utah
$268K
CPIG
515
Chicago Partners Investment Group
Illinois
$267K
CGH
516
Crossmark Global Holdings
Texas
$266K
NW
517
NewEdge Wealth
Pennsylvania
$265K
CI
518
CX Institutional
Indiana
$265K
EC
519
Enhancing Capital
Pennsylvania
$262K
AA
520
Aire Advisors
California
$262K
IC
521
Inscription Capital
Texas
$262K
HWM
522
HB Wealth Management
Georgia
$260K
GIA
523
GHP Investment Advisors
Colorado
$260K
LAM
524
Longboard Asset Management
Arizona
$257K
XF
525
XML Financial
Maryland
$256K