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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
AC
576
AlphaCore Capital
California
$147K +$144K +454 New
HWM
577
Hemington Wealth Management
Virginia
$134K -$318 -1 -0.2%
IWA
578
Icon Wealth Advisors
Texas
$127K -$84.3K -265 -40%
PPC
579
Park Place Capital
Alabama
$123K -$20.7K -65 -15%
C
580
Covestor
United Kingdom
$114K -$9.23K -29 -8%
O
581
Ossiam
France
$114K +$87.8K +276 +358%
VNA
582
Valley National Advisers
Pennsylvania
$112K
BC
583
Bayforest Capital
United Kingdom
$112K -$1.59K -5 -1%
OAM
584
Ostrum Asset Management
France
$107K -$3.18K -10 -3%
ERSOT
585
Employees Retirement System of Texas
Texas
$107K
PAI
586
Pittenger & Anderson Inc
Nebraska
$105K +$63.3K +199 +159%
Loomis, Sayles & Company
587
Loomis, Sayles & Company
Massachusetts
$104K -$18.1K -57 -15%
National Bank of Canada
588
National Bank of Canada
Quebec, Canada
$104K -$11.8K -37 -10%
TIM
589
Tortoise Investment Management
New York
$99.2K +$637 +2 +0.7%
AP
590
Atwood & Palmer
Missouri
$96.8K
PA
591
Parallel Advisors
California
$95.7K -$33.1K -104 -26%
APW
592
Aventura Private Wealth
Florida
$95.6K
Mirae Asset Global Investments
593
Mirae Asset Global Investments
South Korea
$84.3K +$76.4K +240 +1,143%
PS
594
Principal Securities
Iowa
$83.6K -$5.41K -17 -6%
SC
595
Steph & Co
Wisconsin
$80.7K +$7.96K +25 +11%
MPWT
596
MassMutual Private Wealth & Trust
Connecticut
$79.1K
TFIPS
597
Towarzystwo Funduszy Inwestycyjnych PZU SA
$75.9K -$11.1K -35 -13%
TFM
598
TFC Financial Management
Massachusetts
$74.9K -$10.5K -33 -12%
CT
599
Colonial Trust
South Carolina
$73.3K -$3.82K -12 -5%
Fifth Third Bancorp
600
Fifth Third Bancorp
Ohio
$71.3K

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.