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HEICO Corp

707 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, 250 increasing their positions, 240 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.52% less ownership

Funds ownership: 71.15%70.63% (-0.52%)

3% less capital invested

Capital invested by funds: $12.8B → $12.5B (-$344M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
707
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$62.5M
Puts
$33.9M
Net Calls
Net Calls Change

Top Buyers

1 +$78M
2 +$44.3M
3 +$34.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$33.7M
5
State Street
State Street
Massachusetts
+$31.3M

Top Sellers

1 -$78.4M
2 -$56M
3 -$40.1M
4
BlackRock
BlackRock
New York
-$37.6M
5
OCM
Oribel Capital Management
New York
-$36.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
626
Westside Investment Management
California
$27.5K
SC
627
SouthState Corp
Florida
$27.1K
TWD
628
True Wealth Design
Ohio
$26.1K
SVCP
629
Silicon Valley Capital Partners
California
$22.9K
GWM
630
Geneos Wealth Management
Colorado
$22K
DIP
631
DT Investment Partners
Pennsylvania
$21.3K
RFP
632
Root Financial Partners
California
$20.9K
SCM
633
Sterling Capital Management
North Carolina
$20.7K
FNWA
634
Financial Network Wealth Advisors
Utah
$18.7K
WTC
635
WhitTier Trust Company
Nevada
$18K
BIA
636
Bell Investment Advisors
California
$17.8K
IA
637
IFS Advisors
Kansas
$16.1K
RTL
638
Red Tortoise LLC
Georgia
$15.8K
BWL
639
Bogart Wealth LLC
Virginia
$14.5K
CTWM
640
Cherry Tree Wealth Management
Minnesota
$14.2K
VEA
641
Virtus ETF Advisers
New York
$12.9K
GBT
642
Grove Bank & Trust
Florida
$12.9K
WBC
643
West Branch Capital
Massachusetts
$12.9K
PGAM
644
Princeton Global Asset Management
New Jersey
$12.9K
HC
645
Hurley Capital
New York
$12.3K
BF
646
BOK Financial
Oklahoma
$12.3K
SIC
647
Salem Investment Counselors
North Carolina
$11.9K
TCA
648
Trifecta Capital Advisors
Illinois
$11.3K
CFO
649
CVA Family Office
Colorado
$11K
MDCM
650
Morgan Dempsey Capital Management
Wisconsin
$10.3K