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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
O
626
Ossiam
France
$25.3K
SVCP
627
Silicon Valley Capital Partners
California
$23.3K
DIP
628
DT Investment Partners
Pennsylvania
$21.6K
SCM
629
Sterling Capital Management
North Carolina
$21K
FNWA
630
Financial Network Wealth Advisors
Utah
$19K
WTC
631
WhitTier Trust Company
Nevada
$18.4K
BIA
632
Bell Investment Advisors
California
$18K
IA
633
IFS Advisors
Kansas
$16.4K
RTL
634
Red Tortoise LLC
Georgia
$16.1K
MDCM
635
Morgan Dempsey Capital Management
Wisconsin
$15.4K
BWL
636
Bogart Wealth LLC
Virginia
$14.8K
CTWM
637
Cherry Tree Wealth Management
Minnesota
$14.4K
RS
638
Rakuten Securities
Japan
$14.1K
WIM
639
Westside Investment Management
California
$13.8K
PGAM
640
Princeton Global Asset Management
New Jersey
$13.1K
GBT
641
Grove Bank & Trust
Florida
$13.1K
WBC
642
West Branch Capital
Massachusetts
$13.1K
HC
643
Hurley Capital
New York
$12.5K
CFO
644
CVA Family Office
Colorado
$12.5K
SIC
645
Salem Investment Counselors
North Carolina
$12.1K
FHA
646
First Horizon Advisors
Tennessee
$11.2K
CAL
647
Capital Analysts LLC
Pennsylvania
$10K
LI
648
LRI Investments
Florida
$9.51K
VWA
649
Valued Wealth Advisors
Utah
$8.54K
WA
650
WPG Advisers
Maryland
$7.87K