692 hedge funds and large institutions have $12.6B invested in HEICO in 2025 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 237 increasing their positions, 225 reducing their positions, and 37 closing their positions.

Holders
692
Holders Change
+62
Holders Change %
+9.84%
% of All Funds
9.29%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.19%
New
114
Increased
237
Reduced
225
Closed
37
Calls
$57.7M
Puts
$115M
Net Calls
-$57.1M
Net Calls Change
-$59.2M
Name Market Value Shares Shares
Change
Shares
Change %
SWM
601
Spire Wealth Management
Virginia
$44.4K 135 -61 -31%
WT
602
Whittier Trust
California
$44.3K 135
LFG
603
Larson Financial Group
Missouri
$43.6K 133 +90 +209%
CPG
604
Cornerstone Planning Group
New Jersey
$43.5K 139 -21 -13%
RI
605
Ridgewood Investments
New Jersey
$43K 131 +35 +36%
PAI
606
Pittenger & Anderson Inc
Nebraska
$41K 125 +4 +3%
TPCW
607
TD Private Client Wealth
New York
$40.7K 124 -334 -73%
PTC
608
Private Trust Company
Ohio
$40.3K 123
WA
609
Whipplewood Advisors
Colorado
$36.7K 112 +38 +51%
BF
610
BOK Financial
Oklahoma
$36.4K 111 +111 New
CFS
611
Compass Financial Services
Iowa
$36.1K 110
BI
612
Binnacle Investments
Iowa
$33.1K 101 -82 -45%
NS
613
NBC Securities
Alabama
$33K 101
CAM
614
Costello Asset Management
Pennsylvania
$32.8K 100
PCM
615
Penserra Capital Management
California
$29K 90 -2,534 -97%
SC
616
SouthState Corp
Florida
$28.9K 88 +86 +4,300%
GRP
617
Global Retirement Partners
California
$28.9K 88 +88 New
SS
618
Sunbelt Securities
Texas
$27.6K 116
UB
619
UMB Bank
Missouri
$27.6K 84 +1 +1%
TSMHT
620
Thurston Springer Miller Herd & Titak
Indiana
$26.7K 81
O
621
Ossiam
France
$25.3K 77
DIP
622
DT Investment Partners
Pennsylvania
$21.6K 66
SCM
623
Sterling Capital Management
North Carolina
$21K 64 -84 -57%
FNWA
624
Financial Network Wealth Advisors
Utah
$19K 58
WTC
625
WhitTier Trust Company
Nevada
$18.4K 56