HEI icon

HEICO Corp

731 hedge funds and large institutions have $11.8B invested in HEICO Corp in 2026 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 242 increasing their positions, 253 reducing their positions, and 108 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: 99 | Existing positions closed: 108

3% less funds holding

Funds holding: 754731 (-23)

9% less capital invested

Capital invested by funds: $13B → $11.8B (-$1.17B)

Holders
731
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
GCP
676
Gill Capital Partners
Colorado
$6.03K
QC
677
Quent Capital
New York
$5.76K
TFA
678
Transamerica Financial Advisors
Florida
$5.76K
EB
679
Eastern Bank
Massachusetts
$5.21K
RF
680
Rossby Financial
Florida
$4.96K
CTB
681
Country Trust Bank
Illinois
$4.94K
CWM
682
Cranbrook Wealth Management
Michigan
$4.66K
USB
683
Union Savings Bank
Connecticut
$4.66K
RS
684
Rakuten Securities
Japan
$4.66K
MAM
685
Morse Asset Management
Connecticut
$4.39K
LWMI
686
Legacy Wealth Management (Idaho)
Idaho
$4.11K
AW
687
Avion Wealth
Texas
$4K
CAL
688
Capital Advisors Ltd
Ohio
$4K
FFO
689
Fortitude Family Office
Arizona
$3.84K
CT
690
Clearstead Trust
Maine
$3.56K
OCWP
691
Owl Creek Wealth Partners
Colorado
$3.56K
CFD
692
Creative Financial Designs
Indiana
$3.02K
FHC
693
First Horizon Corporation
Tennessee
$3.02K
BTI
694
Blue Trust Inc
Georgia
$2.97K
LWM
695
Lodestone Wealth Management
Washington
$2.74K
PIS
696
POM Investment Strategies
North Carolina
$2.74K
S
697
Sachetta
Massachusetts
$2.47K
JWM
698
JPL Wealth Management
Colorado
$2.19K
AFC
699
Ares Financial Consulting
California
$1.93K
KFAS
700
Keating Financial Advisory Services
Kansas
$1.92K