HEI icon

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
HCA
551
Harbor Capital Advisors
Illinois
$216K
CIA
552
Concurrent Investment Advisors
Florida
$215K
SWP
553
Sagespring Wealth Partners
Tennessee
$212K
MWM
554
Maridea Wealth Management
New York
$209K
DWM
555
Dynasty Wealth Management
Florida
$209K
TC
556
TownSquare Capital
Utah
$208K
BIG
557
Brooklyn Investment Group
New York
$206K
MSA
558
Marino Stram & Associates
Massachusetts
$204K
MFG
559
Merit Financial Group
Georgia
$204K
FCMT
560
Founders Capital Management (Texas)
Texas
$203K
SQA
561
Simon Quick Advisors
New Jersey
$202K
TSS
562
Two Sigma Securities
New York
$201K
FFO
563
Fiduciary Family Office
Florida
$201K
AIM
564
Arcadia Investment Management
Michigan
$197K
EWA
565
EverSource Wealth Advisors
Alabama
$194K
OLVIG
566
Oliver Lagore Vanvalin Investment Group
Michigan
$187K
SS
567
SBI Securities
Japan
$182K
HNB
568
Huntington National Bank
Ohio
$172K
CF
569
Centaurus Financial
California
$171K
AF
570
Advisornet Financial
Minnesota
$162K
HIA
571
Harbor Investment Advisory
Maryland
$157K
HFM
572
Harvest Fund Management
China
$152K
HI
573
Harbour Investments
Wisconsin
$149K
PPC
574
Park Place Capital
Alabama
$143K
HWM
575
Hemington Wealth Management
Virginia
$137K