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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
PCP
751
Proficio Capital Partners
Massachusetts
-$256K -781 Closed
CC
752
Corton Capital
Ontario, Canada
-$230K -701 Closed
TW
753
Towerpoint Wealth
California
-$225K -687 Closed
TCM
754
Teza Capital Management
Illinois
-$216K -660 Closed
DWM
755
Dynasty Wealth Management
Florida
-$209K -636 Closed
TC
756
TownSquare Capital
Utah
-$208K -635 Closed
MFG
757
Merit Financial Group
Georgia
-$204K -621 Closed
FCMT
758
Founders Capital Management (Texas)
Texas
-$203K -619 Closed
FFO
759
Fiduciary Family Office
Florida
-$201K -612 Closed
AAF
760
Andra AP-fonden
Sweden
-$65.6K -200 Closed
GM
761
GeoWealth Management
Illinois
-$50.8K -155 Closed
RI
762
Ridgewood Investments
New Jersey
-$43K -131 Closed
WA
763
Whipplewood Advisors
Colorado
-$36.7K -112 Closed
TSMHT
764
Thurston Springer Miller Herd & Titak
Indiana
-$26.7K -81 Closed
KG
765
Kilter Group
New York
-$4.92K -15 Closed
T
766
Transce3nd
Texas
-$4.59K -14 Closed
GC
767
Garde Capital
Washington
-$1.64K -5 Closed
SC
768
Stephens Consulting
Michigan
-$984 -3 Closed
BCMLT
769
Beacon Capital Management LLC (Tennessee)
Tennessee
-$656 -2 Closed
TPWA
770
Twin Peaks Wealth Advisors
California
-$632 -2 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.