HEI icon

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
CIA
551
Concurrent Investment Advisors
Florida
$215K
SWP
552
Sagespring Wealth Partners
Tennessee
$212K
MWM
553
Maridea Wealth Management
New York
$209K
DWM
554
Dynasty Wealth Management
Florida
$209K
TC
555
TownSquare Capital
Utah
$208K
BIG
556
Brooklyn Investment Group
New York
$206K
MSA
557
Marino Stram & Associates
Massachusetts
$204K
MFG
558
Merit Financial Group
Georgia
$204K
FCMT
559
Founders Capital Management (Texas)
Texas
$203K
SQA
560
Simon Quick Advisors
New Jersey
$202K
TSS
561
Two Sigma Securities
New York
$201K
FFO
562
Fiduciary Family Office
Florida
$201K
AIM
563
Arcadia Investment Management
Michigan
$197K
EWA
564
EverSource Wealth Advisors
Alabama
$194K
OLVIG
565
Oliver Lagore Vanvalin Investment Group
Michigan
$187K
SS
566
SBI Securities
Japan
$182K
HNB
567
Huntington National Bank
Ohio
$172K
CF
568
Centaurus Financial
California
$171K
AF
569
Advisornet Financial
Minnesota
$162K
HIA
570
Harbor Investment Advisory
Maryland
$157K
HFM
571
Harvest Fund Management
China
$152K
HI
572
Harbour Investments
Wisconsin
$149K
PPC
573
Park Place Capital
Alabama
$143K
HWM
574
Hemington Wealth Management
Virginia
$137K
PA
575
Parallel Advisors
California
$131K