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HEICO
HEI

Overview Fund Activity

692 hedge funds and large institutions have $12.6B invested in HEICO in 2025 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 237 increasing their positions, 225 reducing their positions, and 37 closing their positions.

Holders
692
Holders Change
+62
Holders Change %
+9.84%
% of All Funds
9.29%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.19%
New
114
Increased
237
Reduced
225
Closed
37
Calls
$57.7M
Puts
$115M
Net Calls
-$57.1M
Net Calls Change
-$59.2M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$241M
2
Invesco
2
Invesco
Georgia
$293M
3
CAM
3
Congress Asset Management
Massachusetts
$101M
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$72.6M
5
American Century Companies
5
American Century Companies
Missouri
$173M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$432K
2
BlackRock
2
BlackRock
New York
$1.29B
3
UBS AM
3
UBS AM
Illinois
$235M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$8.61M
5
Amundi
5
Amundi
France
$16.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CFB
651
Cullen/Frost Bankers
Texas
$6.56K 20 – –
CFD
652
Creative Financial Designs
Indiana
$6.25K 19 -5 -21%
JWA
653
JFS Wealth Advisors
Pennsylvania
$6.23K 19 -2 -10%
CTB
654
Country Trust Bank
Illinois
$5.9K 18 +18 New
ZBNA
655
Zions Bancorporation, National Association
Utah
$5.58K 17 – –
CWM
656
Cranbrook Wealth Management
Michigan
$5.58K 17 – –
USB
657
Union Savings Bank
Connecticut
$5.56K 17 – –
LWMI
658
Legacy Wealth Management (Idaho)
Idaho
$4.92K 15 – –
KG
659
Kilter Group
New York
$4.92K 15 +15 New
LIS
660
Legacy Investment Solutions
Idaho
$4.92K 15 +15 New
T
661
Transce3nd
Texas
$4.59K 14 – –
CT
662
Clearstead Trust
Maine
$4.26K 13 -3 -19%
CAL
663
Capital Advisors Ltd
Ohio
$4K 13 – –
S
664
Sachetta
Massachusetts
$3.28K 10 +5 +100%
BTI
665
Blue Trust Inc
Georgia
$3.28K 10 +6 +150%
FFO
666
Fortitude Family Office
Arizona
$3.28K 10 +10 New
IA
667
IFP Advisors
Florida
$2.62K 8 -704 -99%
BGAI
668
Bruce G. Allen Investments
Colorado
$2.62K 8 -5 -38%
CIAS
669
CBIZ Investment Advisory Services
Ohio
$2.62K 8 +8 New
LIM
670
Longfellow Investment Management
Massachusetts
$2.3K 7 – –
DPW
671
DiNuzzo Private Wealth
Pennsylvania
$1.97K 6 – –
GC
672
Garde Capital
Washington
$1.64K 5 – –
SIS
673
Sound Income Strategies
Florida
$1.64K 5 – –
CH
674
Cromwell Holdings
Wyoming
$1.31K 4 – –
TCM
675
Tradewinds Capital Management
Washington
$1.31K 4 – –
25 26
27
28 29