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HEICO Corp

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: 705713 (+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: 1411 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
701
Bare Financial Services
Pennsylvania
$968
PWA
702
Principia Wealth Advisory
Texas
$968 +$637 +2 +200%
EP
703
Essential Partners
California
$646
HIA
704
HFM Investment Advisors
New Jersey
$646
QWM
705
Quaker Wealth Management
New Jersey
$646
PWA
706
Physician Wealth Advisors
Utah
$646 +$637 +2 New
RWS
707
Retirement Wealth Solutions
Wisconsin
$646 +$637 +2 New
SPIA
708
Steward Partners Investment Advisory
New York
$323 -$637 -2 -67%
ACA
709
American Capital Advisory
Idaho
$323
RWM
710
Rialto Wealth Management
New York
$323
WOC
711
West Oak Capital
California
$323
DCM
712
Davis Capital Management
Florida
$323 +$318 +1 New
SA
713
Seneschal Advisors
Washington
$323 +$318 +1 New
CAM
714
Creekmur Asset Management
Illinois
$20
FGP
715
Freestone Grove Partners
California
-$40.1M -122,237 Closed
Squarepoint
716
Squarepoint
New York
-$31.2M -98,148 Closed
Axa
717
Axa
France
-$31.7M -96,680 Closed
LF
718
Lansforsakringar Fondforvaltning
Sweden
-$4.22M -12,876 Closed
SCM
719
SG Capital Management
Illinois
-$3.21M -9,782 Closed
Capstone Investment Advisors
720
Capstone Investment Advisors
New York
-$2.82M -8,600 Closed
AIC
721
Anthracite Investment Company
Texas
-$2.3M -7,000 Closed
MAM
722
Meeder Asset Management
Ohio
-$2.19M -6,679 Closed
FPAS
723
Focus Partners Advisor Solutions
Missouri
-$2.12M -6,449 Closed
I
724
InceptionR
California
-$1.8M -5,478 Closed
HCMT
725
Highland Capital Management (Tennessee)
Tennessee
-$1.55M -4,736 Closed

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.