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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
ACIM
76
Azimuth Capital Investment Management
Michigan
$26.5M -$550K -1,729 -2%
Barclays
77
Barclays
United Kingdom
$26M -$444K -1,394 -2%
OMG
78
One Madison Group
New York
$25.8M -$12.7M -40,000 -33%
Nomura Asset Management
79
Nomura Asset Management
Japan
$25.8M -$13.1M -41,112 -34%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$25.4M -$1.12M -3,529 -4%
Citadel Advisors
81
Citadel Advisors
Florida
$23.7M +$16.3M +51,137 +229%
VIP
82
Vantage Investment Partners
Missouri
$23.1M -$4.83M -15,178 -18%
Asset Management One
83
Asset Management One
Japan
$22.6M -$705K -2,214 -3%
AIM
84
AXA Investment Managers
France
$22.1M +$27.7M +87,017 New
HSBC Holdings
85
HSBC Holdings
United Kingdom
$21.7M +$11M +34,550 +105%
CII
86
Capital International Inc
California
$21.3M +$2.15M +6,752 +11%
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$21M -$186K -583 -0.9%
Millennium Management
88
Millennium Management
New York
$20.9M -$3.63M -11,398 -15%
PFS
89
Prospera Financial Services
Texas
$20.9M +$64.6K +203 +0.3%
OAM
90
Oppenheimer Asset Management
New York
$20.8M -$384K -1,206 -2%
Wells Fargo
91
Wells Fargo
California
$20.3M +$323K +1,014 +2%
Balyasny Asset Management
92
Balyasny Asset Management
Illinois
$19.5M +$18.5M +58,058 +2,408%
PAM
93
Panagora Asset Management
Massachusetts
$19.5M +$17M +53,292 +750%
CI
94
Capital International
California
$19M
EAM
95
Erste Asset Management
Austria
$18.8M +$10.8M +34,000 +136%
Macquarie Group
96
Macquarie Group
Australia
$18.5M +$5.98M +18,776 +49%
Zurich Cantonal Bank
97
Zurich Cantonal Bank
Switzerland
$18.4M -$3.19M -10,031 -15%
Mitsubishi UFJ Asset Management
98
Mitsubishi UFJ Asset Management
Japan
$18.1M +$2.48M +7,805 +16%
Bank Julius Baer & Co
99
Bank Julius Baer & Co
Switzerland
$17.6M -$5.42M -17,033 -24%
California Public Employees Retirement System
100
California Public Employees Retirement System
California
$16.8M +$1.79M +5,611 +12%

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.