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HEICO Corp

713 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, 253 increasing their positions, 241 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $62.5M | Put options by funds: $33.9M

38% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 56

1% more funds holding

Funds holding: 705713 (+8)

5% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 241

0.34% less ownership

Funds ownership: 71.16%70.82% (-0.34%)

2% less capital invested

Capital invested by funds: $12.8B → $12.5B (-$298M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
713
Holders Change
+8
Holders Change %
+1.13%
% of All Funds
9.36%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.14%
New
77
Increased
253
Reduced
241
Closed
56
Calls
$62.5M
Puts
$33.9M
Net Calls
+$28.6M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
651
Trifecta Capital Advisors
Illinois
$11.3K +$11.1K +35 New
CFO
652
CVA Family Office
Colorado
$11K -$1.27K -4 -11%
MDCM
653
Morgan Dempsey Capital Management
Wisconsin
$10.3K -$4.77K -15 -32%
RS
654
Rakuten Securities
Japan
$10.3K -$3.5K -11 -26%
CAL
655
Capital Analysts LLC
Pennsylvania
$10K
OP
656
ORG Partners
Indiana
$9.68K +$2.55K +8 +36%
LI
657
LRI Investments
Florida
$9.36K
VWA
658
Valued Wealth Advisors
Utah
$8.41K
WA
659
WPG Advisers
Maryland
$7.75K
BHWM
660
Beaird Harris Wealth Management
Texas
$7.42K
AGWCA
661
Annis Gardner Whiting Capital Advisors
Florida
$7.13K
AW
662
Avion Wealth
Texas
$7K
NFSG
663
Newbridge Financial Services Group
Florida
$6.79K
FHC
664
First Horizon Corporation
Tennessee
$6.78K +$6.68K +21 New
QC
665
Quent Capital
New York
$6.78K +$6.68K +21 New
CFB
666
Cullen/Frost Bankers
Texas
$6.46K
CFD
667
Creative Financial Designs
Indiana
$6.15K
JWA
668
JFS Wealth Advisors
Pennsylvania
$6.13K
CTB
669
Country Trust Bank
Illinois
$5.81K
CWM
670
Cranbrook Wealth Management
Michigan
$5.49K
ZBNA
671
Zions Bancorporation, National Association
Utah
$5.49K
LWMI
672
Legacy Wealth Management (Idaho)
Idaho
$4.84K
MAM
673
Morse Asset Management
Connecticut
$4.84K +$4.77K +15 New
CT
674
Clearstead Trust
Maine
$4.2K
GLF
675
Groupe la Francaise
France
$4.06K +$4.77K +15 New

HEI Hedge Fund Activity: Q3 2025 in Review

713 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q3 2025, worth a combined $12.5B — down 2.3% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new HEI positions and 56 closed out — a net gain of 21 holders — while 253 added to existing stakes and 241 trimmed.

The largest buyer was American Century Companies, adding an estimated $76.9M. The largest seller was Marshall Wace, cutting an estimated $77.3M.

  • 713 institutional investors held HEICO Corp (HEI) as of Q3 2025, up from 705 in Q2 2025.
  • Funds reported $12.5B of HEICO Corp stock for Q3 2025, down 2.3% quarter-over-quarter.
  • 77 funds opened new HEICO Corp positions in Q3 2025 and 56 closed out, a net change of +21 holders.
  • The largest HEICO Corp buyer in Q3 2025 was American Century Companies, an estimated $76.9M added.
  • The largest HEICO Corp seller in Q3 2025 was Marshall Wace, an estimated $77.3M sold.

Based on aggregated 13F filings for Q3 2025.