HEI icon

HEICO Corp

731 hedge funds and large institutions have $11.8B invested in HEICO Corp in 2026 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 242 increasing their positions, 253 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

8% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 108

3% less funds holding

Funds holding: 754731 (-23)

9% less capital invested

Capital invested by funds: $13B → $11.8B (-$1.17B)

Holders
731
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$82.8M
Puts
$65.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MG
651
Mather Group
Illinois
$12.1K
MFP
652
Meramec Financial Planners
Missouri
$12K
PGAM
653
Princeton Global Asset Management
New Jersey
$11K
GBT
654
Grove Bank & Trust
Florida
$11K
TCM
655
Triumph Capital Management
Colorado
$11K
KFI
656
Key Financial Inc
Pennsylvania
$11K
JFA
657
JNBA Financial Advisors
Minnesota
$10.4K
SIC
658
Salem Investment Counselors
North Carolina
$10.1K
MAM
659
Meeder Asset Management
Ohio
$10.1K
CFM
660
Cornerstone Financial Management
Massachusetts
$9.87K
TCA
661
Trifecta Capital Advisors
Illinois
$9.6K
SWM
662
SHP Wealth Management
Massachusetts
$9.14K
MDCM
663
Morgan Dempsey Capital Management
Wisconsin
$8.77K
GSEP
664
Golden State Equity Partners
California
$8.77K
TWD
665
True Wealth Design
Ohio
$8.5K
CAL
666
Capital Analysts LLC
Pennsylvania
$8K
LI
667
LRI Investments
Florida
$7.95K
VWA
668
Valued Wealth Advisors
Utah
$7.14K
JWA
669
JFS Wealth Advisors
Pennsylvania
$7.13K
IWS
670
Intentional Wealth Strategies
Colorado
$6.86K
WA
671
WPG Advisers
Maryland
$6.58K
SIC
672
SJS Investment Consulting
Ohio
$6.31K
BHWM
673
Beaird Harris Wealth Management
Texas
$6.31K
PTC
674
Private Trust Company
Ohio
$6.31K
AA
675
Ancora Advisors
Ohio
$6.31K