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HEICO
HEI

Overview Fund Activity

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, 202 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
202
Reduced
209
Closed
67
Calls
$69.2M
Puts
$67.1M
Net Calls
+$2.13M
Net Calls Change
-$11.4M

Top Buyers

1
UBS AM
UBS AM
Illinois
$254M
2
HL
Harding Loevner
New Jersey
$116M
3
Marshall Wace
Marshall Wace
United Kingdom
$106M
4
DMIC
Dixon Mitchell Investment Counsel
British Columbia, Canada
$51.8M
5
Invesco
Invesco
Georgia
$169M

Top Sellers

1
AM
AGF Management
Ontario, Canada
$3.2M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$0
3
UBS Group
UBS Group
Switzerland
$118M
4
BlackRock
BlackRock
New York
$1.11B
5
FGP
Freestone Grove Partners
California
$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BGAI
601
Bruce G. Allen Investments
Colorado
$3.47K – – –
HFS
602
Hughes Financial Services
Virginia
$3.24K +$3.24K +12 New
TWD
603
True Wealth Design
Ohio
$3.21K +$2.67K +10 +500%
HCP
604
Hexagon Capital Partners
Arkansas
$3.21K – – –
CAL
605
Capital Advisors Ltd
Ohio
$3K – – –
FHA
606
First Horizon Advisors
Tennessee
$2.41K – – –
MG
607
Mather Group
Illinois
$2.14K – – –
AW
608
Avion Wealth
Texas
$2K – – –
LIM
609
Longfellow Investment Management
Massachusetts
$1.87K – – –
DPW
610
DiNuzzo Private Wealth
Pennsylvania
$1.6K – – –
CA
611
Crewe Advisors
Utah
$1.6K +$1.6K +6 New
SIS
612
Sound Income Strategies
Florida
$1.34K – – –
S
613
Sachetta
Massachusetts
$1.34K – – –
GC
614
Garde Capital
Washington
$1.34K +$1.34K +5 New
SIC
615
SJS Investment Consulting
Ohio
$1.07K – – –
TCM
616
Tradewinds Capital Management
Washington
$1.07K – – –
MCM
617
MV Capital Management
Maryland
$1.07K +$535 +2 +100%
BTI
618
Blue Trust Inc
Georgia
$1.07K +$535 +2 +100%
CH
619
Cromwell Holdings
Wyoming
$1.07K +$1.07K +4 New
SPIA
620
Steward Partners Investment Advisory
New York
$802 -$46.8K -175 -98%
BFS
621
Bare Financial Services
Pennsylvania
$802 +$802 +3 New
RWM
622
Rialto Wealth Management
New York
$535 +$535 +2 New
SC
623
SouthState Corp
Florida
$535 +$535 +2 New
PWA
624
Principia Wealth Advisory
Texas
$507 +$254 +1 +100%
ACA
625
American Capital Advisory
Idaho
$268 +$268 +1 New
23 24
25
26 27