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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
Raymond James Financial
51
Raymond James Financial
Florida
$44.9M +$4.02M +12,631 +10%
Arrowstreet Capital
52
Arrowstreet Capital
Massachusetts
$42.7M -$5.62M -17,661 -12%
TG
53
TCW Group
California
$41.5M -$3.74M -11,745 -8%
Brown Advisory
54
Brown Advisory
Maryland
$41.4M -$1.19M -3,749 -3%
Swiss National Bank
55
Swiss National Bank
Switzerland
$41M -$2.04M -6,400 -5%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$40.1M +$276K +867 +0.7%
QCM
57
Quantinno Capital Management
New York
$39.6M +$21.8M +68,619 +127%
GI
58
GAMCO Investors
Connecticut
$39.6M -$255K -800 -0.6%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$39.4M -$10M -31,505 -21%
MCM
60
Marsico Capital Management
Colorado
$37.7M +$5.55M +17,439 +18%
HighTower Advisors
61
HighTower Advisors
Illinois
$37.7M -$1.03M -3,242 -3%
CI Investments Inc
62
CI Investments Inc
Ontario, Canada
$37.6M +$2.28M +7,162 +7%
NC
63
NZS Capital
Colorado
$36.3M -$318K -1,000 -0.9%
AV
64
ASR Vermogensbeheer
Netherlands
$34.1M +$428K +1,346 +1%
Ameriprise
65
Ameriprise
Minnesota
$32.2M +$7.06M +22,178 +29%
KBC Group
66
KBC Group
Belgium
$31.9M -$419K -1,318 -1%
Stifel Financial
67
Stifel Financial
Missouri
$31.1M -$27.1K -85 -0.1%
SO
68
STRS Ohio
Ohio
$31M -$17.5M -54,999 -36%
Citigroup
69
Citigroup
New York
$30.2M -$1.67M -5,258 -5%
Voloridge Investment Management
70
Voloridge Investment Management
Florida
$29.4M +$18M +56,593 +164%
Victory Capital Management
71
Victory Capital Management
Texas
$28.5M -$1.61M -5,067 -5%
Deutsche Bank
72
Deutsche Bank
Germany
$28.2M -$291K -914 -1%
Jennison Associates
73
Jennison Associates
New York
$28.1M -$2.74M -8,610 -9%
CIS
74
Capital International Sarl
California
$28.1M -$59.8K -188 -0.2%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$27.8M -$1.57M -4,920 -5%

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.