HEI icon

HEICO Corp

731 hedge funds and large institutions have $11.8B invested in HEICO Corp in 2026 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 242 increasing their positions, 253 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

8% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 108

3% less funds holding

Funds holding: 754731 (-23)

9% less capital invested

Capital invested by funds: $13B → $11.8B (-$1.17B)

Holders
731
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$82.8M
Puts
$65.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
626
Costello Asset Management
Pennsylvania
$27.4K
CCWM
627
Cassaday & Co Wealth Management
Virginia
$27.4K
ZBNA
628
Zions Bancorporation, National Association
Utah
$25.2K
GWS
629
Greykasell Wealth Strategies
California
$24.7K
AT
630
Arlington Trust
Alabama
$23.9K
WIM
631
Westside Investment Management
California
$23.4K
SC
632
SouthState Corp
Florida
$23K
BOTPPF
633
Board of the Pension Protection Fund
United Kingdom
$21.9K
BFP
634
Birchwood Financial Partners
Minnesota
$20.8K
SMBT
635
Southern Michigan Bank & Trust
Michigan
$19.7K
SVCP
636
Silicon Valley Capital Partners
California
$19.5K
PWPS
637
Pinnacle Wealth Planning Services
Ohio
$18.4K
VEA
638
Virtus ETF Advisers
New York
$17.8K
WA
639
Whipplewood Advisors
Colorado
$17.3K
CFO
640
CVA Family Office
Colorado
$16.2K
FNWA
641
Financial Network Wealth Advisors
Utah
$15.9K
RFP
642
Root Financial Partners
California
$15.6K
WTC
643
WhitTier Trust Company
Nevada
$15.5K
RCM
644
Richardson Capital Management
Wisconsin
$15.4K
BIA
645
Bell Investment Advisors
California
$15.1K
IA
646
IFS Advisors
Kansas
$13.7K
RTL
647
Red Tortoise LLC
Georgia
$13.4K
BWL
648
Bogart Wealth LLC
Virginia
$13.4K
IAIM
649
International Assets Investment Management
Florida
$13.2K
SFAM
650
Sawyer Falduto Asset Management
Illinois
$12.3K