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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
RIL
601
Rothschild Investment LLC
Illinois
$69.1K +$637 +2 +0.9%
UB
602
UMB Bank
Missouri
$68.1K +$40.4K +127 +151%
CPG
603
Cornerstone Planning Group
New Jersey
$67.7K +$25.1K +79 +57%
WSFS
604
Wilmington Savings Fund Society
Delaware
$64.6K
Kayne Anderson Rudnick Investment Management
605
Kayne Anderson Rudnick Investment Management
California
$63K -$2.23K -7 -3%
VEA
606
Virtus ETF Advisers
New York
$61.3K -$63.6K -200 -51%
BT
607
Banque Transatlantique
France
$59.7K
Optiver Holding
608
Optiver Holding
Netherlands
$53.9K +$53.1K +167 New
TRCT
609
Tower Research Capital (TRC)
New York
$52.9K -$36.9K -116 -41%
SIC
610
SJS Investment Consulting
Ohio
$49.4K +$48.1K +151 +7,550%
CIAM
611
Caitong International Asset Management
Hong Kong
$47.8K +$46.5K +146 +7,300%
MNA
612
Manning & Napier Advisors
New York
$47.1K +$46.5K +146 New
TC
613
Truvestments Capital
Florida
$46.8K
SWM
614
Spire Wealth Management
Virginia
$46.7K +$3.18K +10 +7%
LFG
615
Larson Financial Group
Missouri
$45.8K +$2.86K +9 +7%
WT
616
Whittier Trust
California
$43.3K
WANY
617
Wealthspire Advisors (New York)
New York
$43.3K +$42.6K +134 New
PTC
618
Private Trust Company
Ohio
$39.7K
SS
619
Sunbelt Securities
Texas
$38.1K +$637 +2 +2%
TPCW
620
TD Private Client Wealth
New York
$36.5K -$3.5K -11 -9%
CFS
621
Compass Financial Services
Iowa
$35.5K
QL
622
Quarry LP
New York
$33.3K +$32.8K +103 New
NS
623
NBC Securities
Alabama
$32.8K
GRP
624
Global Retirement Partners
California
$32.3K +$3.82K +12 +14%
BI
625
Binnacle Investments
Iowa
$32.3K -$318 -1 -1%

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.