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HEICO Corp

713 hedge funds and large institutions have $12.5B invested in HEICO Corp in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 253 increasing their positions, 241 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $62.5M | Put options by funds: $33.9M

38% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 56

1% more funds holding

Funds holding: 705713 (+8)

5% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 241

0.34% less ownership

Funds ownership: 71.16%70.82% (-0.34%)

2% less capital invested

Capital invested by funds: $12.8B → $12.5B (-$298M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
713
Holders Change
+8
Holders Change %
+1.13%
% of All Funds
9.36%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.14%
New
77
Increased
253
Reduced
241
Closed
56
Calls
$62.5M
Puts
$33.9M
Net Calls
+$28.6M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
AWAU
551
Alliance Wealth Advisors (Utah)
Utah
$225K -$37.9K -119 -15%
AWM
552
Angeles Wealth Management
California
$220K +$955 +3 +0.4%
HCA
553
Harbor Capital Advisors
Illinois
$220K +$7K +22 +3%
EMAM
554
Encompass More Asset Management
California
$220K -$4.14K -13 -2%
PA
555
PharVision Advisers
Florida
$214K +$211K +664 New
FA
556
FDx Advisors
Illinois
$214K -$155K -487 -42%
BIG
557
Brooklyn Investment Group
New York
$214K +$9.23K +29 +5%
VCM
558
Voleon Capital Management
California
$213K +$210K +659 New
ESB
559
Essex Savings Bank
Connecticut
$213K -$3.82K -12 -2%
SQA
560
Simon Quick Advisors
New Jersey
$211K +$11.5K +36 +6%
VT
561
Vise Technologies
New York
$210K +$208K +652 New
CIA
562
Concurrent Investment Advisors
Florida
$208K -$3.82K -12 -2%
MCM
563
MAI Capital Management
Ohio
$203K -$42.3K -133 -17%
IAA
564
Independent Advisor Alliance
North Carolina
$201K +$199K +624 New
MSA
565
Marino Stram & Associates
Massachusetts
$201K +$318 +1 +0.2%
AWA
566
Arkadios Wealth Advisors
Georgia
$201K +$198K +622 New
AIM
567
Arcadia Investment Management
Michigan
$194K
EWA
568
EverSource Wealth Advisors
Alabama
$186K -$4.14K -13 -2%
OCM
569
Osterweis Capital Management
California
$171K -$44.6K -140 -21%
CF
570
Centaurus Financial
California
$168K -$637 -2 -0.4%
HNB
571
Huntington National Bank
Ohio
$164K -$5.73K -18 -3%
SS
572
SBI Securities
Japan
$162K -$17.2K -54 -10%
HIA
573
Harbor Investment Advisory
Maryland
$155K
AF
574
Advisornet Financial
Minnesota
$151K -$8.28K -26 -5%
HI
575
Harbour Investments
Wisconsin
$148K +$955 +3 +0.7%

HEI Hedge Fund Activity: Q3 2025 in Review

713 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q3 2025, worth a combined $12.5B — down 2.3% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new HEI positions and 56 closed out — a net gain of 21 holders — while 253 added to existing stakes and 241 trimmed.

The largest buyer was American Century Companies, adding an estimated $76.9M. The largest seller was Marshall Wace, cutting an estimated $77.3M.

  • 713 institutional investors held HEICO Corp (HEI) as of Q3 2025, up from 705 in Q2 2025.
  • Funds reported $12.5B of HEICO Corp stock for Q3 2025, down 2.3% quarter-over-quarter.
  • 77 funds opened new HEICO Corp positions in Q3 2025 and 56 closed out, a net change of +21 holders.
  • The largest HEICO Corp buyer in Q3 2025 was American Century Companies, an estimated $76.9M added.
  • The largest HEICO Corp seller in Q3 2025 was Marshall Wace, an estimated $77.3M sold.

Based on aggregated 13F filings for Q3 2025.