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HEICO Corp

698 hedge funds and large institutions have $12.7B invested in HEICO Corp in 2025 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 239 increasing their positions, 227 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: 69.4%70.64% (+1.2%)

5% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 227

53% less call options, than puts

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

Holders
698
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
BT
601
Banque Transatlantique
France
$61K
GM
602
GeoWealth Management
Illinois
$50.8K
GWM
603
Geneos Wealth Management
Colorado
$50.5K
TC
604
Truvestments Capital
Florida
$47.6K
SWM
605
Spire Wealth Management
Virginia
$44.4K
WT
606
Whittier Trust
California
$44.3K
LFG
607
Larson Financial Group
Missouri
$43.6K
CPG
608
Cornerstone Planning Group
New Jersey
$43.5K
RI
609
Ridgewood Investments
New Jersey
$43K
PAI
610
Pittenger & Anderson Inc
Nebraska
$41K
TPCW
611
TD Private Client Wealth
New York
$40.7K
PTC
612
Private Trust Company
Ohio
$40.3K
WA
613
Whipplewood Advisors
Colorado
$36.7K
BF
614
BOK Financial
Oklahoma
$36.4K
CFS
615
Compass Financial Services
Iowa
$36.1K
BI
616
Binnacle Investments
Iowa
$33.1K
NS
617
NBC Securities
Alabama
$33K
CAM
618
Costello Asset Management
Pennsylvania
$32.8K
PCM
619
Penserra Capital Management
California
$29K
SC
620
SouthState Corp
Florida
$28.9K
GRP
621
Global Retirement Partners
California
$28.9K
SS
622
Sunbelt Securities
Texas
$27.6K
UB
623
UMB Bank
Missouri
$27.6K
TSMHT
624
Thurston Springer Miller Herd & Titak
Indiana
$26.7K
O
625
Ossiam
France
$25.3K