HEI icon

HEICO Corp

707 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, 249 increasing their positions, 241 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.52% less ownership

Funds ownership: 71.15%70.63% (-0.52%)

3% less capital invested

Capital invested by funds: $12.8B → $12.5B (-$331M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
707
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$62.5M
Puts
$33.9M
Net Calls
Net Calls Change

Top Buyers

1 +$78M
2 +$44.3M
3 +$34.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$33.7M
5
State Street
State Street
Massachusetts
+$31.3M

Top Sellers

1 -$78.4M
2 -$56M
3 -$40.1M
4
BlackRock
BlackRock
New York
-$37.6M
5
OCM
Oribel Capital Management
New York
-$36.9M
Name Holding Trade Value Shares
Change
Change in
Stake
S
676
Sachetta
Massachusetts
$3.23K
MCM
677
Manchester Capital Management
Vermont
$3.23K
ADL
678
Asset Dedication LLC
California
$3.23K
BTI
679
Blue Trust Inc
Georgia
$3.23K
JWM
680
JPL Wealth Management
Colorado
$2.58K
IA
681
IFP Advisors
Florida
$2.58K
CIAS
682
CBIZ Investment Advisory Services
Ohio
$2.58K
MG
683
Mather Group
Illinois
$2.58K
WW
684
Winnow Wealth
Texas
$2.26K
LIM
685
Longfellow Investment Management
Massachusetts
$2.26K
MAM
686
Marquette Asset Management
Minnesota
$2.26K
BGAI
687
Bruce G. Allen Investments
Colorado
$1.94K
BBHC
688
Brown Brothers Harriman & Co
New York
$1.94K
DPW
689
DiNuzzo Private Wealth
Pennsylvania
$1.87K
SL
690
Salomon & Ludwin
Virginia
$1.6K
SIS
691
Sound Income Strategies
Florida
$1.58K
CH
692
Cromwell Holdings
Wyoming
$1.29K
TCM
693
Tradewinds Capital Management
Washington
$1.29K
BHWM
694
Bay Harbor Wealth Management
Maryland
$1.29K
T
695
TOBAM
France
$1K
CCM
696
Cloud Capital Management
Washington
$1K
BFS
697
Bare Financial Services
Pennsylvania
$968
QWM
698
Quaker Wealth Management
New Jersey
$646
HIA
699
HFM Investment Advisors
New Jersey
$646
PWA
700
Physician Wealth Advisors
Utah
$646