We are live on ! Find out more
HEI icon

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
Amundi
101
Amundi
France
$15.7M -$733K -2,303 -5%
D.E. Shaw & Co
102
D.E. Shaw & Co
New York
$15.7M +$5.6M +17,591 +57%
MVIP
103
Mar Vista Investment Partners
California
$15.3M -$25.8K -81 -0.2%
Universal-Beteiligungs- und Servicegesellschaft
104
Universal-Beteiligungs- und Servicegesellschaft
Germany
$14.8M -$3.39M -10,664 -19%
BST
105
Bath Savings Trust
Maine
$14.5M -$64.3K -202 -0.4%
OCM
106
Oribel Capital Management
New York
$14.2M -$36.3M -114,200 -72%
Jane Street
107
Jane Street
New York
$14.2M +$7.39M +23,225 +113%
ACM
108
Aquatic Capital Management
Illinois
$13.8M +$1.17M +3,691 +9%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$13.7M -$5.79M -18,206 -30%
DSC
110
Duncker Streett & Co
Missouri
$13.5M -$244K -768 -2%
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$13.2M +$5.99M +18,825 +86%
Russell Investments Group
112
Russell Investments Group
United Kingdom
$13.1M +$2.15M +6,754 +20%
LPL Financial
113
LPL Financial
California
$13.1M -$777K -2,441 -6%
KCM
114
Kingdon Capital Management
New York
$12.9M
Osaic Holdings
115
Osaic Holdings
Arizona
$12.6M +$7.9M +24,826 +170%
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$12.6M +$2.78M +8,742 +29%
PP
117
PDT Partners
New York
$12.6M
QT
118
Quantbot Technologies
New York
$12.4M +$384K +1,206 +3%
CCM
119
Carderock Capital Management
Maryland
$11.9M +$340K +1,069 +3%
UCFA
120
United Capital Financial Advisors
Texas
$11.8M +$511K +1,606 +5%
ICP
121
Ironvine Capital Partners
Nebraska
$11.5M -$429K -1,349 -4%
SRC
122
Stone Run Capital
New York
$11.4M -$4.77K -15 -0%
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$11.3M +$27.7K +87 +0.2%
Allspring Global Investments
124
Allspring Global Investments
North Carolina
$11.3M -$6.37K -20 -0.1%
AFWM
125
AMJ Financial Wealth Management
Virginia
$11.2M -$149K -468 -1%

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.