We are live on ! Find out more
HEI icon

HEICO Corp

736 hedge funds and large institutions have $11.8B invested in HEICO Corp in 2026 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 243 increasing their positions, 256 reducing their positions, and 107 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: 98 | Existing positions closed: 107

3% less funds holding

Funds holding: 756736 (-20)

9% less capital invested

Capital invested by funds: $13B → $11.8B (-$1.16B)

Holders
736
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
WA
676
WPG Advisers
Maryland
$6.58K
SIC
677
SJS Investment Consulting
Ohio
$6.31K
BHWM
678
Beaird Harris Wealth Management
Texas
$6.31K
PTC
679
Private Trust Company
Ohio
$6.31K
AA
680
Ancora Advisors
Ohio
$6.31K
GCP
681
Gill Capital Partners
Colorado
$6.03K
QC
682
Quent Capital
New York
$5.76K
TFA
683
Transamerica Financial Advisors
Florida
$5.76K
EB
684
Eastern Bank
Massachusetts
$5.21K
RF
685
Rossby Financial
Florida
$4.96K
CTB
686
Country Trust Bank
Illinois
$4.94K
CWM
687
Cranbrook Wealth Management
Michigan
$4.66K
USB
688
Union Savings Bank
Connecticut
$4.66K
RS
689
Rakuten Securities
Japan
$4.66K
MAM
690
Morse Asset Management
Connecticut
$4.39K
LWMI
691
Legacy Wealth Management (Idaho)
Idaho
$4.11K
AW
692
Avion Wealth
Texas
$4K
CAL
693
Capital Advisors Ltd
Ohio
$4K
FFO
694
Fortitude Family Office
Arizona
$3.84K
CT
695
Clearstead Trust
Maine
$3.56K
OCWP
696
Owl Creek Wealth Partners
Colorado
$3.56K
CFD
697
Creative Financial Designs
Indiana
$3.02K
FHC
698
First Horizon Corporation
Tennessee
$3.02K
BTI
699
Blue Trust Inc
Georgia
$2.97K
ADL
700
Asset Dedication LLC
California
$2.74K