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HEICO Corp

736 hedge funds and large institutions have $11.8B invested in HEICO Corp in 2026 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 243 increasing their positions, 256 reducing their positions, and 107 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: 98 | Existing positions closed: 107

3% less funds holding

Funds holding: 756736 (-20)

9% less capital invested

Capital invested by funds: $13B → $11.8B (-$1.16B)

Holders
736
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
IA
651
IFS Advisors
Kansas
$13.7K
RTL
652
Red Tortoise LLC
Georgia
$13.4K
BWL
653
Bogart Wealth LLC
Virginia
$13.4K
IAIM
654
International Assets Investment Management
Florida
$13.2K
SFAM
655
Sawyer Falduto Asset Management
Illinois
$12.3K
MG
656
Mather Group
Illinois
$12.1K
MFP
657
Meramec Financial Planners
Missouri
$12K
GBT
658
Grove Bank & Trust
Florida
$11K
PGAM
659
Princeton Global Asset Management
New Jersey
$11K
TCM
660
Triumph Capital Management
Colorado
$11K
KFI
661
Key Financial Inc
Pennsylvania
$11K
JFA
662
JNBA Financial Advisors
Minnesota
$10.4K
SIC
663
Salem Investment Counselors
North Carolina
$10.1K
MAM
664
Meeder Asset Management
Ohio
$10.1K
CFM
665
Cornerstone Financial Management
Massachusetts
$9.87K
TCA
666
Trifecta Capital Advisors
Illinois
$9.6K
SWM
667
SHP Wealth Management
Massachusetts
$9.14K
MDCM
668
Morgan Dempsey Capital Management
Wisconsin
$8.77K
GSEP
669
Golden State Equity Partners
California
$8.77K
TWD
670
True Wealth Design
Ohio
$8.5K
CAL
671
Capital Analysts LLC
Pennsylvania
$8K
LI
672
LRI Investments
Florida
$7.95K
VWA
673
Valued Wealth Advisors
Utah
$7.14K
JWA
674
JFS Wealth Advisors
Pennsylvania
$7.13K
IWS
675
Intentional Wealth Strategies
Colorado
$6.86K