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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
CAM
626
Costello Asset Management
Pennsylvania
$32.3K
BCM
627
Berbice Capital Management
New York
$32.3K +$31.8K +100 New
HBW
628
Hazlett, Burt & Watson
West Virginia
$31K +$30.2K +95 New
GWS
629
Greykasell Wealth Strategies
California
$29.1K +$28.6K +90 New
WIM
630
Westside Investment Management
California
$27.5K +$13.7K +43 +100%
SC
631
SouthState Corp
Florida
$27.1K -$1.27K -4 -5%
TWD
632
True Wealth Design
Ohio
$26.1K +$19.1K +60 +286%
SVCP
633
Silicon Valley Capital Partners
California
$22.9K
GWM
634
Geneos Wealth Management
Colorado
$22K -$27.4K -86 -56%
DIP
635
DT Investment Partners
Pennsylvania
$21.3K
RFP
636
Root Financial Partners
California
$20.9K +$20.7K +65 New
SCM
637
Sterling Capital Management
North Carolina
$20.7K
FNWA
638
Financial Network Wealth Advisors
Utah
$18.7K
WTC
639
WhitTier Trust Company
Nevada
$18K
BIA
640
Bell Investment Advisors
California
$17.8K
IA
641
IFS Advisors
Kansas
$16.1K
RTL
642
Red Tortoise LLC
Georgia
$15.8K
BWL
643
Bogart Wealth LLC
Virginia
$14.5K
CTWM
644
Cherry Tree Wealth Management
Minnesota
$14.2K
GBT
645
Grove Bank & Trust
Florida
$12.9K
PGAM
646
Princeton Global Asset Management
New Jersey
$12.9K
WBC
647
West Branch Capital
Massachusetts
$12.9K
HC
648
Hurley Capital
New York
$12.3K
BF
649
BOK Financial
Oklahoma
$12.3K -$23.2K -73 -66%
SIC
650
Salem Investment Counselors
North Carolina
$11.9K

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.