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HEICO Corp

699 hedge funds and large institutions have $12.8B invested in HEICO Corp in 2025 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 239 increasing their positions, 228 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.24% more ownership

Funds ownership: 69.41%70.65% (+1.2%)

5% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 228

53% less call options, than puts

Call options by funds: $72M | Put options by funds: $154M

Holders
699
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$72M
Puts
$154M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAF
601
Andra AP-fonden
Sweden
$65.6K
BT
602
Banque Transatlantique
France
$61K
GM
603
GeoWealth Management
Illinois
$50.8K
GWM
604
Geneos Wealth Management
Colorado
$50.5K
TC
605
Truvestments Capital
Florida
$47.6K
SWM
606
Spire Wealth Management
Virginia
$44.4K
WT
607
Whittier Trust
California
$44.3K
LFG
608
Larson Financial Group
Missouri
$43.6K
CPG
609
Cornerstone Planning Group
New Jersey
$43.5K
RI
610
Ridgewood Investments
New Jersey
$43K
PAI
611
Pittenger & Anderson Inc
Nebraska
$41K
TPCW
612
TD Private Client Wealth
New York
$40.7K
PTC
613
Private Trust Company
Ohio
$40.3K
WA
614
Whipplewood Advisors
Colorado
$36.7K
BF
615
BOK Financial
Oklahoma
$36.4K
CFS
616
Compass Financial Services
Iowa
$36.1K
BI
617
Binnacle Investments
Iowa
$33.1K
NS
618
NBC Securities
Alabama
$33K
CAM
619
Costello Asset Management
Pennsylvania
$32.8K
PCM
620
Penserra Capital Management
California
$29K
SC
621
SouthState Corp
Florida
$28.9K
GRP
622
Global Retirement Partners
California
$28.9K
SS
623
Sunbelt Securities
Texas
$27.6K
UB
624
UMB Bank
Missouri
$27.6K
TSMHT
625
Thurston Springer Miller Herd & Titak
Indiana
$26.7K