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HEICO
HEI

Overview Fund Activity

692 hedge funds and large institutions have $12.6B invested in HEICO in 2025 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 237 increasing their positions, 225 reducing their positions, and 37 closing their positions.

Holders
692
Holders Change
+62
Holders Change %
+9.84%
% of All Funds
9.29%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.19%
New
114
Increased
237
Reduced
225
Closed
37
Calls
$57.7M
Puts
$115M
Net Calls
-$57.1M
Net Calls Change
-$59.2M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$241M
2
Invesco
2
Invesco
Georgia
$293M
3
CAM
3
Congress Asset Management
Massachusetts
$101M
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$72.6M
5
American Century Companies
5
American Century Companies
Missouri
$173M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$432K
2
BlackRock
2
BlackRock
New York
$1.29B
3
UBS AM
3
UBS AM
Illinois
$235M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$8.61M
5
Amundi
5
Amundi
France
$16.3M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
676
MV Capital Management
Maryland
$984 3 -1 -25%
SPIA
677
Steward Partners Investment Advisory
New York
$984 3 – –
BFS
678
Bare Financial Services
Pennsylvania
$984 3 – –
PWM
679
Parkworth Wealth Management
California
$984 3 +2 +200%
SC
680
Stephens Consulting
Michigan
$984 3 +3 New
CIAM
681
Caitong International Asset Management
Hong Kong
$656 2 -177 -99%
BCMLT
682
Beacon Capital Management LLC (Tennessee)
Tennessee
$656 2 -15 -88%
SIC
683
SJS Investment Consulting
Ohio
$656 2 -2 -50%
HIA
684
HFM Investment Advisors
New Jersey
$656 2 +1 +100%
BHWM
685
Bay Harbor Wealth Management
Maryland
$656 2 +1 +100%
QWM
686
Quaker Wealth Management
New Jersey
$656 2 +2 New
TPWA
687
Twin Peaks Wealth Advisors
California
$632 2 +2 New
RWM
688
Rialto Wealth Management
New York
$328 1 -1 -50%
PWA
689
Principia Wealth Advisory
Texas
$328 1 -1 -50%
WOC
690
West Oak Capital
California
$328 100 – –
MCM
691
Manchester Capital Management
Vermont
$328 1 – –
ACA
692
American Capital Advisory
Idaho
$328 1 – –
CAM
693
Creekmur Asset Management
Illinois
– – – –
CCB
694
Cutter & Co Brokerage
Missouri
– – -64,647 Closed
Man Group
695
Man Group
United Kingdom
– – -27,186 Closed
PI
696
PGGM Investments
Netherlands
– – -21,619 Closed
BCPE
697
Bain Capital Public Equity
Massachusetts
– – -12,563 Closed
IP
698
Interval Partners
New York
– – -11,704 Closed
TIG
699
Tribune Investment Group
New York
– – -8,000 Closed
ACM
700
Aster Capital Management
United Arab Emirates
– – -5,410 Closed
26 27
28
29 30