HEI icon

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
SVCP
626
Silicon Valley Capital Partners
California
$23.3K
DIP
627
DT Investment Partners
Pennsylvania
$21.6K
SCM
628
Sterling Capital Management
North Carolina
$21K
FNWA
629
Financial Network Wealth Advisors
Utah
$19K
WTC
630
WhitTier Trust Company
Nevada
$18.4K
BIA
631
Bell Investment Advisors
California
$18K
IA
632
IFS Advisors
Kansas
$16.4K
RTL
633
Red Tortoise LLC
Georgia
$16.1K
MDCM
634
Morgan Dempsey Capital Management
Wisconsin
$15.4K
BWL
635
Bogart Wealth LLC
Virginia
$14.8K
CTWM
636
Cherry Tree Wealth Management
Minnesota
$14.4K
RS
637
Rakuten Securities
Japan
$14.1K
WIM
638
Westside Investment Management
California
$13.8K
PGAM
639
Princeton Global Asset Management
New Jersey
$13.1K
GBT
640
Grove Bank & Trust
Florida
$13.1K
WBC
641
West Branch Capital
Massachusetts
$13.1K
HC
642
Hurley Capital
New York
$12.5K
CFO
643
CVA Family Office
Colorado
$12.5K
SIC
644
Salem Investment Counselors
North Carolina
$12.1K
FHA
645
First Horizon Advisors
Tennessee
$11.2K
CAL
646
Capital Analysts LLC
Pennsylvania
$10K
LI
647
LRI Investments
Florida
$9.51K
VWA
648
Valued Wealth Advisors
Utah
$8.54K
WA
649
WPG Advisers
Maryland
$7.87K
BHWM
650
Beaird Harris Wealth Management
Texas
$7.54K