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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 %
APC
701
Alpine Peaks Capital
New York
– – -4,852 Closed
BCM
702
Bayesian Capital Management
New York
– – -4,051 Closed
BOTPPF
703
Board of the Pension Protection Fund
United Kingdom
– – -3,300 Closed
BC
704
Bridgefront Capital
Texas
– – -2,932 Closed
Bank of Nova Scotia
705
Bank of Nova Scotia
Ontario, Canada
– – -2,915 Closed
IMRF
706
Illinois Municipal Retirement Fund
Illinois
– – -2,914 Closed
AI
707
Atom Investors
Texas
– – -2,664 Closed
JG
708
Jain Global
New York
– – -2,577 Closed
1C
709
111 Capital
France
– – -2,412 Closed
JFG
710
Jefferies Financial Group
New York
– – -1,828 Closed
VF
711
Virtu Financial
New York
– – -1,484 Closed
WIA
712
Wealthedge Investment Advisors
New York
– – -1,202 Closed
AC
713
Allstate Corporation
Illinois
– – -1,154 Closed
IWC
714
Integrated Wealth Concepts
Massachusetts
– – -990 Closed
Allianz Asset Management
715
Allianz Asset Management
Germany
– – -899 Closed
MS
716
Maven Securities
Jersey
– – -833 Closed
MGP
717
Metis Global Partners
California
– – -784 Closed
CF
718
Corebridge Financial
Texas
– – -783 Closed
CWM
719
Compass Wealth Management
Connecticut
– – -200 Closed
T
720
TOBAM
France
– – -111 Closed
RTC
721
Riverview Trust Company
Washington
– – -98 Closed
GFPC
722
Global Financial Private Client
Florida
– – -62 Closed
PA
723
PSI Advisors
Florida
– – -50 Closed
CFFP
724
Center for Financial Planning
Michigan
– – -33 Closed
QC
725
Quent Capital
New York
– – -21 Closed
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29
30