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HEICO Corp

698 hedge funds and large institutions have $12.7B invested in HEICO Corp in 2025 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 239 increasing their positions, 227 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: 69.4%70.64% (+1.2%)

5% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 227

53% less call options, than puts

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

Holders
698
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
AGWCA
651
Annis Gardner Whiting Capital Advisors
Florida
$7.24K
OP
652
ORG Partners
Indiana
$7.07K
AW
653
Avion Wealth
Texas
$7K
NFSG
654
Newbridge Financial Services Group
Florida
$6.89K
TWD
655
True Wealth Design
Ohio
$6.89K
Mirae Asset Global Investments
656
Mirae Asset Global Investments
South Korea
$6.89K
CFB
657
Cullen/Frost Bankers
Texas
$6.56K
CFD
658
Creative Financial Designs
Indiana
$6.25K
JWA
659
JFS Wealth Advisors
Pennsylvania
$6.23K
CTB
660
Country Trust Bank
Illinois
$5.9K
ZBNA
661
Zions Bancorporation, National Association
Utah
$5.58K
CWM
662
Cranbrook Wealth Management
Michigan
$5.58K
USB
663
Union Savings Bank
Connecticut
$5.55K
LWMI
664
Legacy Wealth Management (Idaho)
Idaho
$4.92K
LIS
665
Legacy Investment Solutions
Idaho
$4.92K
KG
666
Kilter Group
New York
$4.92K
T
667
Transce3nd
Texas
$4.59K
CT
668
Clearstead Trust
Maine
$4.26K
CAL
669
Capital Advisors Ltd
Ohio
$4K
S
670
Sachetta
Massachusetts
$3.28K
BTI
671
Blue Trust Inc
Georgia
$3.28K
FFO
672
Fortitude Family Office
Arizona
$3.28K
IA
673
IFP Advisors
Florida
$2.62K
BGAI
674
Bruce G. Allen Investments
Colorado
$2.62K
CIAS
675
CBIZ Investment Advisory Services
Ohio
$2.62K