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HEICO Corp
HEI

705 hedge funds and large institutions have $12.8B invested in HEICO Corp in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 240 increasing their positions, 231 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 37

56% more funds holding in top 10

Funds holding in top 10: 9 → 14 (+5)

25% more capital invested

Capital invested by funds: $10.3B → $12.8B (+$2.56B)

10% more funds holding

Funds holding: 639 → 705 (+66)

1.18% more ownership

Funds ownership: 69.98% → 71.16% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 231

53% less call options, than puts

Call options by funds: $72M | Put options by funds: $154M

Holders
705
Holders Change
+66
Holders Change %
+10.33%
% of All Funds
9.28%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.18%
New
112
Increased
240
Reduced
231
Closed
37
Calls
$72M
Puts
$154M
Net Calls
-$81.7M
Net Calls Change
-$83.9M

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$80.5M
2
Invesco
Invesco
Georgia
+$71.4M
3
CAM
Congress Asset Management
Massachusetts
+$67M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$61.3M
5
American Century Companies
American Century Companies
Missouri
+$59.6M

Top Sellers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
-$287M
2
BlackRock
BlackRock
New York
-$67M
3
UBS AM
UBS AM
Illinois
-$64.7M
4
Amundi
Amundi
France
-$39.5M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$38.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
726
Allstate Corporation
Illinois
– -$308K -1,154 Closed
IWC
727
Integrated Wealth Concepts
Massachusetts
– -$265K -990 Closed
Allianz Asset Management
728
Allianz Asset Management
Germany
– -$240K -899 Closed
MS
729
Maven Securities
Jersey
– -$223K -833 Closed
MGP
730
Metis Global Partners
California
– -$209K -784 Closed
CF
731
Corebridge Financial
Texas
– -$209K -783 Closed
CWM
732
Compass Wealth Management
Connecticut
– -$53.5K -200 Closed
T
733
TOBAM
France
– -$30K -111 Closed
RTC
734
Riverview Trust Company
Washington
– -$26.2K -98 Closed
GFPC
735
Global Financial Private Client
Florida
– -$16.6K -62 Closed
PA
736
PSI Advisors
Florida
– -$13.4K -50 Closed
CFFP
737
Center for Financial Planning
Michigan
– -$8.82K -33 Closed
QC
738
Quent Capital
New York
– -$5.61K -21 Closed
SCB
739
Saudi Central Bank
Saudi Arabia
– -$4.54K -17 Closed
HCP
740
Hexagon Capital Partners
Arkansas
– -$3.21K -12 Closed
HFS
741
Hughes Financial Services
Virginia
– -$3.24K -12 Closed
MG
742
Mather Group
Illinois
– -$2.14K -8 Closed
CA
743
Crewe Advisors
Utah
– -$1.6K -6 Closed
26 27 28 29
30

HEI Hedge Fund Activity: Q2 2025 in Review

705 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q2 2025, worth a combined $12.8B — up 25% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new HEI positions and 37 closed out — a net gain of 75 holders — while 240 added to existing stakes and 231 trimmed.

The largest buyer was UBS Group, adding an estimated $80.5M. The largest seller was Lazard Asset Management, cutting an estimated $287M.

  • 705 institutional investors held HEICO Corp (HEI) as of Q2 2025, up from 639 in Q1 2025.
  • Funds reported $12.8B of HEICO Corp stock for Q2 2025, up 25% quarter-over-quarter.
  • 112 funds opened new HEICO Corp positions in Q2 2025 and 37 closed out, a net change of +75 holders.
  • The largest HEICO Corp buyer in Q2 2025 was UBS Group, an estimated $80.5M added.
  • The largest HEICO Corp seller in Q2 2025 was Lazard Asset Management, an estimated $287M sold.

Based on aggregated 13F filings for Q2 2025.