HEICO Corp
705 hedge funds and large institutions have $12.8B invested in HEICO Corp in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 240 increasing their positions, 231 reducing their positions, and 37 closing their positions.
203% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 37
56% more funds holding in top 10
Funds holding in top 10: 9 → 14 (+5)
25% more capital invested
Capital invested by funds: $10.3B → $12.8B (+$2.56B)
10% more funds holding
Funds holding: 639 → 705 (+66)
1.18% more ownership
Funds ownership: 69.98% → 71.16% (+1.2%)
4% more repeat investments, than reductions
Existing positions increased: 240 | Existing positions reduced: 231
53% less call options, than puts
Call options by funds: $72M | Put options by funds: $154M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$80.5M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$71.4M |
| 3 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
+$67M |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
+$61.3M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$59.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$287M |
| 2 |
BlackRock
New York
|
-$67M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$64.7M |
| 4 |
Amundi
Paris,
France
|
-$39.5M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
-$38.8M |
HEI Hedge Fund Activity: Q2 2025 in Review
705 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q2 2025, worth a combined $12.8B — up 25% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new HEI positions and 37 closed out — a net gain of 75 holders — while 240 added to existing stakes and 231 trimmed.
The largest buyer was UBS Group, adding an estimated $80.5M. The largest seller was Lazard Asset Management, cutting an estimated $287M.
- 705 institutional investors held HEICO Corp (HEI) as of Q2 2025, up from 639 in Q1 2025.
- Funds reported $12.8B of HEICO Corp stock for Q2 2025, up 25% quarter-over-quarter.
- 112 funds opened new HEICO Corp positions in Q2 2025 and 37 closed out, a net change of +75 holders.
- The largest HEICO Corp buyer in Q2 2025 was UBS Group, an estimated $80.5M added.
- The largest HEICO Corp seller in Q2 2025 was Lazard Asset Management, an estimated $287M sold.
Based on aggregated 13F filings for Q2 2025.