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HEICO Corp

699 hedge funds and large institutions have $12.8B invested in HEICO Corp in 2025 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 239 increasing their positions, 228 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: 69.41%70.65% (+1.2%)

5% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 228

53% less call options, than puts

Call options by funds: $72M | Put options by funds: $154M

Holders
699
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
BHWM
651
Beaird Harris Wealth Management
Texas
$7.54K
AGWCA
652
Annis Gardner Whiting Capital Advisors
Florida
$7.24K
OP
653
ORG Partners
Indiana
$7.07K
AW
654
Avion Wealth
Texas
$7K
NFSG
655
Newbridge Financial Services Group
Florida
$6.89K
TWD
656
True Wealth Design
Ohio
$6.89K
Mirae Asset Global Investments
657
Mirae Asset Global Investments
South Korea
$6.89K
CFB
658
Cullen/Frost Bankers
Texas
$6.56K
CFD
659
Creative Financial Designs
Indiana
$6.25K
JWA
660
JFS Wealth Advisors
Pennsylvania
$6.23K
CTB
661
Country Trust Bank
Illinois
$5.9K
ZBNA
662
Zions Bancorporation, National Association
Utah
$5.58K
CWM
663
Cranbrook Wealth Management
Michigan
$5.58K
USB
664
Union Savings Bank
Connecticut
$5.55K
LWMI
665
Legacy Wealth Management (Idaho)
Idaho
$4.92K
LIS
666
Legacy Investment Solutions
Idaho
$4.92K
KG
667
Kilter Group
New York
$4.92K
T
668
Transce3nd
Texas
$4.59K
CT
669
Clearstead Trust
Maine
$4.26K
CAL
670
Capital Advisors Ltd
Ohio
$4K
S
671
Sachetta
Massachusetts
$3.28K
BTI
672
Blue Trust Inc
Georgia
$3.28K
FFO
673
Fortitude Family Office
Arizona
$3.28K
IA
674
IFP Advisors
Florida
$2.62K
BGAI
675
Bruce G. Allen Investments
Colorado
$2.62K