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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, 249 increasing their positions, 241 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 (-$331M)

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
RS
651
Rakuten Securities
Japan
$10.3K
CAL
652
Capital Analysts LLC
Pennsylvania
$10K
OP
653
ORG Partners
Indiana
$9.68K
LI
654
LRI Investments
Florida
$9.36K
VWA
655
Valued Wealth Advisors
Utah
$8.41K
WA
656
WPG Advisers
Maryland
$7.75K
BHWM
657
Beaird Harris Wealth Management
Texas
$7.42K
AGWCA
658
Annis Gardner Whiting Capital Advisors
Florida
$7.13K
AW
659
Avion Wealth
Texas
$7K
NFSG
660
Newbridge Financial Services Group
Florida
$6.79K
FHC
661
First Horizon Corporation
Tennessee
$6.78K
QC
662
Quent Capital
New York
$6.78K
CFB
663
Cullen/Frost Bankers
Texas
$6.46K
CFD
664
Creative Financial Designs
Indiana
$6.15K
JWA
665
JFS Wealth Advisors
Pennsylvania
$6.13K
CTB
666
Country Trust Bank
Illinois
$5.81K
ZBNA
667
Zions Bancorporation, National Association
Utah
$5.49K
CWM
668
Cranbrook Wealth Management
Michigan
$5.49K
LWMI
669
Legacy Wealth Management (Idaho)
Idaho
$4.84K
MAM
670
Morse Asset Management
Connecticut
$4.84K
CT
671
Clearstead Trust
Maine
$4.2K
GLF
672
Groupe la Francaise
France
$4.06K
CAL
673
Capital Advisors Ltd
Ohio
$4K
EWP
674
Elevation Wealth Partners
California
$3.55K
FFO
675
Fortitude Family Office
Arizona
$3.55K