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HEICO Corp

699 hedge funds and large institutions have $12.8B invested in HEICO Corp in 2025 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 239 increasing their positions, 228 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.24% more ownership

Funds ownership: 69.41%70.65% (+1.2%)

5% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 228

53% less call options, than puts

Call options by funds: $72M | Put options by funds: $154M

Holders
699
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$72M
Puts
$154M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
676
CBIZ Investment Advisory Services
Ohio
$2.62K
LIM
677
Longfellow Investment Management
Massachusetts
$2.3K
DPW
678
DiNuzzo Private Wealth
Pennsylvania
$1.97K
GC
679
Garde Capital
Washington
$1.64K
SIS
680
Sound Income Strategies
Florida
$1.64K
CH
681
Cromwell Holdings
Wyoming
$1.31K
TCM
682
Tradewinds Capital Management
Washington
$1.31K
MCM
683
MV Capital Management
Maryland
$984
SPIA
684
Steward Partners Investment Advisory
New York
$984
BFS
685
Bare Financial Services
Pennsylvania
$984
PWM
686
Parkworth Wealth Management
California
$984
SC
687
Stephens Consulting
Michigan
$984
CIAM
688
Caitong International Asset Management
Hong Kong
$656
BCMLT
689
Beacon Capital Management LLC (Tennessee)
Tennessee
$656
SIC
690
SJS Investment Consulting
Ohio
$656
HIA
691
HFM Investment Advisors
New Jersey
$656
BHWM
692
Bay Harbor Wealth Management
Maryland
$656
QWM
693
Quaker Wealth Management
New Jersey
$656
TPWA
694
Twin Peaks Wealth Advisors
California
$632
PWA
695
Principia Wealth Advisory
Texas
$328
RWM
696
Rialto Wealth Management
New York
$328
ACA
697
American Capital Advisory
Idaho
$328
WOC
698
West Oak Capital
California
$328
MCM
699
Manchester Capital Management
Vermont
$328
CAM
700
Creekmur Asset Management
Illinois
$21