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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 %
BFM
126
Boothbay Fund Management
New York
$10M 30,614 +30,614 New
Cetera Investment Advisers
127
Cetera Investment Advisers
Illinois
$9.94M 30,318 +245 +0.8%
AI
128
AdvisorShares Investments
Maryland
$9.79M 29,861 +702 +2%
CWM
129
Congress Wealth Management
Massachusetts
$9.72M 29,646 +25,684 +648%
KM
130
KP Management
Minnesota
$9.43M 28,750 -4,492 -14%
HFS
131
Hantz Financial Services
Michigan
$9.23M 28,130 +28,115 +187,433%
DZ Bank
132
DZ Bank
Germany
$9M 27,436 -5,544 -17%
CHAM
133
Clear Harbor Asset Management
Connecticut
$8.68M 26,468 -142 -0.5%
Natixis Advisors
134
Natixis Advisors
Massachusetts
$8.61M 26,255 -140,214 -84%
New York State Common Retirement Fund
135
New York State Common Retirement Fund
New York
$8.42M 25,658 -100 -0.4%
AssetMark Inc
136
AssetMark Inc
California
$8.38M 25,543 +2,196 +9%
LTAS
137
Linden Thomas Advisory Services
North Carolina
$8.37M 25,522 +18,936 +288%
GIA
138
Gateway Investment Advisers
Ohio
$8.29M 25,268 -3,443 -12%
MWM
139
MinichMacGregor Wealth Management
New York
$8.26M 25,191 -13,284 -35%
EAM
140
Erste Asset Management
Austria
$8.2M 25,000 +25,000 New
RC
141
Roundview Capital
New Jersey
$8.14M 24,804 +848 +4%
SAM
142
Sawgrass Asset Management
Florida
$8.13M 24,772 -120 -0.5%
PCM
143
Pinnbrook Capital Management
New York
$8.07M 24,608 -15,591 -39%
ECM
144
ExodusPoint Capital Management
New York
$7.82M 23,825 +23,825 New
State of Wisconsin Investment Board
145
State of Wisconsin Investment Board
Wisconsin
$7.74M 23,584 -1,184 -5%
RFC
146
Regions Financial Corp
Alabama
$7.72M 23,535 – –
AF
147
Alerus Financial
North Dakota
$7.59M 23,133 -560 -2%
VMPIC
148
Varma Mutual Pension Insurance Co
Finland
$7.54M 23,000 -4,700 -17%
AAM
149
Advisors Asset Management
Colorado
$7.46M 22,736 +2,219 +11%
Canada Pension Plan Investment Board
150
Canada Pension Plan Investment Board
Ontario, Canada
$7.46M 22,735 +4,714 +26%
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