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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
XF
526
XML Financial
Maryland
$256K
PCP
527
Proficio Capital Partners
Massachusetts
$256K
IHL
528
Investment House LLC
California
$254K
IA
529
IFG Advisors
Missouri
$254K
OL
530
Optas LLC
Texas
$251K
AWA
531
Aaron Wealth Advisors
Illinois
$251K
MCM
532
MAI Capital Management
Ohio
$250K
BFS
533
Baskin Financial Services
Ontario, Canada
$246K
Koshinski Asset Management
534
Koshinski Asset Management
Illinois
$237K
FG
535
Fiduciary Group
Georgia
$236K
JCM
536
Jacobi Capital Management
Pennsylvania
$236K
National Pension Service
537
National Pension Service
South Korea
$236K
NG
538
Novem Group
New York
$235K
CAM
539
Claret Asset Management
Quebec, Canada
$234K
CC
540
Corton Capital
Ontario, Canada
$230K
UM
541
UniSuper Management
Australia
$230K
EMAM
542
Encompass More Asset Management
California
$228K
PF
543
Phoenix Financial
Israel
$226K
TW
544
Towerpoint Wealth
California
$225K
FFA
545
Farther Finance Advisors
California
$224K
AWM
546
Angeles Wealth Management
California
$223K
OCM
547
Osterweis Capital Management
California
$220K
ESB
548
Essex Savings Bank
Connecticut
$220K
TCM
549
Teza Capital Management
Illinois
$216K
IWA
550
Icon Wealth Advisors
Texas
$216K