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HEICO
HEI

Overview Fund Activity

692 hedge funds and large institutions have $12.6B invested in HEICO in 2025 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 237 increasing their positions, 225 reducing their positions, and 37 closing their positions.

Holders
692
Holders Change
+62
Holders Change %
+9.84%
% of All Funds
9.29%
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
237
Reduced
225
Closed
37
Calls
$57.7M
Puts
$115M
Net Calls
-$57.1M
Net Calls Change
-$59.2M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$241M
2
Invesco
2
Invesco
Georgia
$293M
3
CAM
3
Congress Asset Management
Massachusetts
$101M
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$72.6M
5
American Century Companies
5
American Century Companies
Missouri
$173M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$432K
2
BlackRock
2
BlackRock
New York
$1.29B
3
UBS AM
3
UBS AM
Illinois
$235M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$8.61M
5
Amundi
5
Amundi
France
$16.3M
Name Market Value Shares Shares
Change 		Shares
Change %
OL
526
Optas LLC
Texas
$251K 766 +766 New
AWA
527
Aaron Wealth Advisors
Illinois
$251K 765 +765 New
MCM
528
MAI Capital Management
Ohio
$250K 761 +61 +9%
BFS
529
Baskin Financial Services
Ontario, Canada
$246K 750 – –
Koshinski Asset Management
530
Koshinski Asset Management
Illinois
$237K 723 +723 New
FG
531
Fiduciary Group
Georgia
$236K 721 +721 New
JCM
532
Jacobi Capital Management
Pennsylvania
$236K 718 +718 New
National Pension Service
533
National Pension Service
South Korea
$236K 718 +555 +340%
NG
534
Novem Group
New York
$235K 716 +716 New
CAM
535
Claret Asset Management
Quebec, Canada
$234K 714 -160 -18%
CC
536
Corton Capital
Ontario, Canada
$230K 701 +701 New
UM
537
UniSuper Management
Australia
$230K 700 -100 -13%
EMAM
538
Encompass More Asset Management
California
$228K 694 +694 New
PF
539
Phoenix Financial
Israel
$226K 690 +690 New
TW
540
Towerpoint Wealth
California
$225K 687 +687 New
FFA
541
Farther Finance Advisors
California
$224K 682 +75 +12%
AWM
542
Angeles Wealth Management
California
$223K 680 +680 New
OCM
543
Osterweis Capital Management
California
$220K 671 – –
ESB
544
Essex Savings Bank
Connecticut
$220K 671 +671 New
TCM
545
Teza Capital Management
Illinois
$216K 660 -184 -22%
IWA
546
Icon Wealth Advisors
Texas
$216K 659 -246 -27%
HCA
547
Harbor Capital Advisors
Illinois
$216K 658 -6 -0.9%
CIA
548
Concurrent Investment Advisors
Florida
$215K 655 +655 New
SWP
549
Sagespring Wealth Partners
Tennessee
$212K 647 +647 New
MWM
550
Maridea Wealth Management
New York
$209K 637 +637 New
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