We are live on ! Find out more
HEI icon

HEICO Corp

736 hedge funds and large institutions have $11.8B invested in HEICO Corp in 2026 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 243 increasing their positions, 256 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

8% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 107

3% less funds holding

Funds holding: 756736 (-20)

9% less capital invested

Capital invested by funds: $13B → $11.8B (-$1.16B)

Holders
736
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$82.8M
Puts
$65.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
551
CX Institutional
Indiana
$237K
CAM
552
Clark Asset Management
New Hampshire
$228K
QWM
553
Quadcap Wealth Management
Texas
$226K
FRA
554
Frank Rimerman Advisors
California
$226K
Koshinski Asset Management
555
Koshinski Asset Management
Illinois
$226K
OAM
556
Oxford Asset Management
United Kingdom
$225K
EWA
557
EverSource Wealth Advisors
Alabama
$225K
HIP
558
HUB Investment Partners
Texas
$223K
GT
559
Greenleaf Trust
Michigan
$222K
DCP
560
DSM Capital Partners
Florida
$221K
FAM
561
Frontier Asset Management
Wyoming
$219K
AA
562
Aire Advisors
California
$219K
WAP
563
Wealthcare Advisory Partners
Pennsylvania
$218K
GIA
564
GHP Investment Advisors
Colorado
$217K
FA
565
FDx Advisors
Illinois
$217K
AC
566
AlphaCore Capital
California
$215K
JCM
567
Jacobi Capital Management
Pennsylvania
$214K
IHL
568
Investment House LLC
California
$213K
KAS
569
KPP Advisory Services
Kentucky
$213K
MA
570
Montag & Associates
Georgia
$212K
AA
571
Auctus Advisors
North Carolina
$212K
EWA
572
Exencial Wealth Advisors
Oklahoma
$211K
NW
573
NewEdge Wealth
Pennsylvania
$205K
C
574
Certuity
Florida
$203K
RWM
575
Ritholtz Wealth Management
New York
$202K