630 hedge funds and large institutions have $10.2B invested in HEICO in 2025 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 201 increasing their positions, 209 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+29
Holders Change %
+4.83%
% of All Funds
8.56%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
108
Increased
201
Reduced
209
Closed
67
Calls
$69.2M
Puts
$67.1M
Net Calls
+$2.13M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
576
WPG Advisers
Maryland
$10.2K -$2.94K -11 -22%
SIC
577
Salem Investment Counselors
North Carolina
$9.89K
CFO
578
CVA Family Office
Colorado
$9.08K +$6.95K +26 +325%
CFFP
579
Center for Financial Planning
Michigan
$8.82K -$53.4K -200 -86%
CAL
580
Capital Analysts LLC
Pennsylvania
$8K +$8K +30 New
LI
581
LRI Investments
Florida
$7.75K
CA
582
CoreCap Advisors
Michigan
$7.75K +$534 +2 +7%
MWM
583
MorganRosel Wealth Management
Colorado
$7.21K +$7.21K +27 New
VWA
584
Valued Wealth Advisors
Utah
$6.96K
CFD
585
Creative Financial Designs
Indiana
$6.43K -$1.34K -5 -17%
BHWM
586
Beaird Harris Wealth Management
Texas
$6.15K
NFSG
587
Newbridge Financial Services Group
Florida
$5.61K
QC
588
Quent Capital
New York
$5.61K -$1.87K -7 -25%
JWA
589
JFS Wealth Advisors
Pennsylvania
$5.61K +$534 +2 +11%
CFB
590
Cullen/Frost Bankers
Texas
$5.34K
CWM
591
Cranbrook Wealth Management
Michigan
$4.54K
BCMLT
592
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.54K +$4.01K +15 +750%
USB
593
Union Savings Bank
Connecticut
$4.54K +$4.54K +17 New
ZBNA
594
Zions Bancorporation, National Association
Utah
$4.54K +$4.54K +17 New
SCB
595
Saudi Central Bank
Saudi Arabia
$4.54K +$4.54K +17 New
CT
596
Clearstead Trust
Maine
$4.28K +$4.28K +16 New
LWMI
597
Legacy Wealth Management (Idaho)
Idaho
$4.01K
HFS
598
Hantz Financial Services
Michigan
$4K
T
599
Transce3nd
Texas
$3.74K
OP
600
ORG Partners
Indiana
$3.51K +$3.51K +15 New