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HEICO
HEI

Overview Fund Activity

692 hedge funds and large institutions have $12.6B invested in HEICO in 2025 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 237 increasing their positions, 225 reducing their positions, and 37 closing their positions.

Holders
692
Holders Change
+62
Holders Change %
+9.84%
% of All Funds
9.29%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.19%
New
114
Increased
237
Reduced
225
Closed
37
Calls
$57.7M
Puts
$115M
Net Calls
-$57.1M
Net Calls Change
-$59.2M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$241M
2
Invesco
2
Invesco
Georgia
$293M
3
CAM
3
Congress Asset Management
Massachusetts
$101M
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$72.6M
5
American Century Companies
5
American Century Companies
Missouri
$173M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$432K
2
BlackRock
2
BlackRock
New York
$1.29B
3
UBS AM
3
UBS AM
Illinois
$235M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$8.61M
5
Amundi
5
Amundi
France
$16.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BST
101
Bath Savings Trust
Maine
$14.8M 45,054 +231 +0.5%
LPL Financial
102
LPL Financial
California
$14.1M 42,969 +19,018 +79%
DSC
103
Duncker Streett & Co
Missouri
$13.9M 42,462 -427 -1%
KCM
104
Kingdon Capital Management
New York
$13.1M 40,000 -5,000 -11%
Korea Investment Corp
105
Korea Investment Corp
South Korea
$13.1M 39,915 +3,012 +8%
ACM
106
Aquatic Capital Management
Illinois
$12.8M 39,124 +8,263 +27%
PP
107
PDT Partners
New York
$12.8M 39,019 +13,443 +53%
Macquarie Group
108
Macquarie Group
Australia
$12.6M 38,453 +37,004 +2,554%
QT
109
Quantbot Technologies
New York
$12.2M 37,326 +16,673 +81%
ICP
110
Ironvine Capital Partners
Nebraska
$12.2M 37,076 -507 -1%
AIM
111
Artemis Investment Management
United Kingdom
$12.1M 36,958 +8,469 +30%
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$12M 36,466 -1,256 -3%
CCM
113
Carderock Capital Management
Maryland
$11.8M 35,909 +299 +0.8%
SRC
114
Stone Run Capital
New York
$11.6M 35,481 – –
AFWM
115
AMJ Financial Wealth Management
Virginia
$11.6M 35,220 +35,220 New
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$11.5M 35,043 +1,887 +6%
UCFA
117
United Capital Financial Advisors
Texas
$11.5M 34,962 -1,203 -3%
Allspring Global Investments
118
Allspring Global Investments
North Carolina
$11.4M 35,345 +8 +0%
Voloridge Investment Management
119
Voloridge Investment Management
Florida
$11.3M 34,452 +33,660 +4,250%
Russell Investments Group
120
Russell Investments Group
United Kingdom
$11.1M 33,918 -25,018 -42%
Aviva
121
Aviva
United Kingdom
$10.8M 32,827 +31,159 +1,868%
HSBC Holdings
122
HSBC Holdings
United Kingdom
$10.7M 32,782 -135,512 -81%
DAC
123
Dividend Assets Capital
South Carolina
$10.5M 32,020 -1,378 -4%
SWP
124
Stratos Wealth Partners
Ohio
$10.4M 31,837 -554 -2%
D.E. Shaw & Co
125
D.E. Shaw & Co
New York
$10.1M 30,941 +27,397 +773%
3 4
5
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