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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
LWM
701
Lodestone Wealth Management
Washington
$2.74K
PIS
702
POM Investment Strategies
North Carolina
$2.74K
S
703
Sachetta
Massachusetts
$2.47K
JWM
704
JPL Wealth Management
Colorado
$2.19K
AFC
705
Ares Financial Consulting
California
$1.93K
KFAS
706
Keating Financial Advisory Services
Kansas
$1.92K
CH
707
Cromwell Holdings
Wyoming
$1.92K
WSFG
708
Wall Street Financial Group
Illinois
$1.92K
MAM
709
Marquette Asset Management
Minnesota
$1.65K
DPW
710
DiNuzzo Private Wealth
Pennsylvania
$1.65K
CA
711
CoreCap Advisors
Michigan
$1.65K
BBHC
712
Brown Brothers Harriman & Co
New York
$1.65K
BGAI
713
Bruce G. Allen Investments
Colorado
$1.65K
KCM
714
Key Capital Management
Tennessee
$1.37K
SL
715
Salomon & Ludwin
Virginia
$1.36K
EWP
716
Elevation Wealth Partners
California
$1.1K
TCM
717
Tradewinds Capital Management
Washington
$1.1K
MCM
718
Manchester Capital Management
Vermont
$1.1K
VWM
719
Vermillion Wealth Management
Minnesota
$1.1K
BFS
720
Bare Financial Services
Pennsylvania
$823
MCM
721
MV Capital Management
Maryland
$823
QWM
722
Quaker Wealth Management
New Jersey
$823
BHWM
723
Bay Harbor Wealth Management
Maryland
$822
PWA
724
Physician Wealth Advisors
Utah
$549
HIA
725
HFM Investment Advisors
New Jersey
$548