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HEICO Corp
HEI

713 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, 253 increasing their positions, 241 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $62.5M | Put options by funds: $33.9M

38% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 56

1% more funds holding

Funds holding: 705 → 713 (+8)

5% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 241

0.34% less ownership

Funds ownership: 71.16% → 70.82% (-0.34%)

2% less capital invested

Capital invested by funds: $12.8B → $12.5B (-$298M)

21% less funds holding in top 10

Funds holding in top 10: 14 → 11 (-3)

Holders
713
Holders Change
+8
Holders Change %
+1.13%
% of All Funds
9.36%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.14%
New
77
Increased
253
Reduced
241
Closed
56
Calls
$62.5M
Puts
$33.9M
Net Calls
+$28.6M
Net Calls Change
+$110M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$76.9M
2
Morgan Stanley
Morgan Stanley
New York
+$43.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$33.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$33.2M
5
State Street
State Street
Massachusetts
+$30.8M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$77.3M
2
UBS Group
UBS Group
Switzerland
-$55.2M
3
FGP
Freestone Grove Partners
California
-$40.1M
4
BlackRock
BlackRock
New York
-$37M
5
OCM
Oribel Capital Management
New York
-$36.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
676
Capital Advisors Ltd
Ohio
$4K – – –
EWP
677
Elevation Wealth Partners
California
$3.55K +$3.5K +11 New
FFO
678
Fortitude Family Office
Arizona
$3.55K +$318 +1 +10%
S
679
Sachetta
Massachusetts
$3.23K – – –
MCM
680
Manchester Capital Management
Vermont
$3.23K +$2.86K +9 +900%
ADL
681
Asset Dedication LLC
California
$3.23K +$3.18K +10 New
BTI
682
Blue Trust Inc
Georgia
$3.23K – – –
JWM
683
JPL Wealth Management
Colorado
$2.58K +$2.55K +8 New
CIAS
684
CBIZ Investment Advisory Services
Ohio
$2.58K – – –
IA
685
IFP Advisors
Florida
$2.58K – – –
MG
686
Mather Group
Illinois
$2.58K +$2.55K +8 New
WW
687
Winnow Wealth
Texas
$2.26K +$2.23K +7 New
LIM
688
Longfellow Investment Management
Massachusetts
$2.26K – – –
MAM
689
Marquette Asset Management
Minnesota
$2.26K +$2.23K +7 New
BGAI
690
Bruce G. Allen Investments
Colorado
$1.94K -$637 -2 -25%
BBHC
691
Brown Brothers Harriman & Co
New York
$1.94K +$1.91K +6 New
DPW
692
DiNuzzo Private Wealth
Pennsylvania
$1.87K – – –
SL
693
Salomon & Ludwin
Virginia
$1.6K +$1.59K +5 New
SIS
694
Sound Income Strategies
Florida
$1.58K – – –
CH
695
Cromwell Holdings
Wyoming
$1.29K – – –
TCM
696
Tradewinds Capital Management
Washington
$1.29K – – –
BHWM
697
Bay Harbor Wealth Management
Maryland
$1.29K +$637 +2 +100%
T
698
TOBAM
France
$1K +$1.27K +4 New
CCM
699
Cloud Capital Management
Washington
$1K +$1.91K +6 New
MCM
700
MV Capital Management
Maryland
$969 – – –
26 27
28
29 30

HEI Hedge Fund Activity: Q3 2025 in Review

713 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q3 2025, worth a combined $12.5B — down 2.3% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new HEI positions and 56 closed out — a net gain of 21 holders — while 253 added to existing stakes and 241 trimmed.

The largest buyer was American Century Companies, adding an estimated $76.9M. The largest seller was Marshall Wace, cutting an estimated $77.3M.

  • 713 institutional investors held HEICO Corp (HEI) as of Q3 2025, up from 705 in Q2 2025.
  • Funds reported $12.5B of HEICO Corp stock for Q3 2025, down 2.3% quarter-over-quarter.
  • 77 funds opened new HEICO Corp positions in Q3 2025 and 56 closed out, a net change of +21 holders.
  • The largest HEICO Corp buyer in Q3 2025 was American Century Companies, an estimated $76.9M added.
  • The largest HEICO Corp seller in Q3 2025 was Marshall Wace, an estimated $77.3M sold.

Based on aggregated 13F filings for Q3 2025.