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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
AIM
126
Artemis Investment Management
United Kingdom
$11.1M -$784K -2,463 -7%
SSA
127
Schonfeld Strategic Advisors
New York
$11.1M +$7.96M +25,016 +266%
State Board of Administration of Florida Retirement System
128
State Board of Administration of Florida Retirement System
Florida
$11M -$744K -2,338 -6%
Canada Pension Plan Investment Board
129
Canada Pension Plan Investment Board
Ontario, Canada
$10.7M +$3.36M +10,562 +46%
Aviva
130
Aviva
United Kingdom
$10.7M +$97.4K +306 +0.9%
CGPCS
131
Capital Group Private Client Services
California
$10.7M -$36M -113,097 -77%
SWP
132
Stratos Wealth Partners
Ohio
$10.3M +$23.2K +73 +0.2%
DAC
133
Dividend Assets Capital
South Carolina
$10.3M -$63K -198 -0.6%
SMDAM
134
Sumitomo Mitsui DS Asset Management
Japan
$9.63M +$3.75M +11,770 +65%
Renaissance Technologies
135
Renaissance Technologies
New York
$9.61M +$9.47M +29,764 New
AI
136
AdvisorShares Investments
Maryland
$9.52M -$120K -378 -1%
KM
137
KP Management
Minnesota
$9.28M
Natixis Advisors
138
Natixis Advisors
Massachusetts
$8.64M +$166K +522 +2%
AssetMark Inc
139
AssetMark Inc
California
$8.61M +$362K +1,139 +4%
EGM
140
Engineers Gate Manager
New York
$8.6M +$4.66M +14,650 +122%
CHAM
141
Clear Harbor Asset Management
Connecticut
$8.54M -$2.55K -8 -0%
MWM
142
MinichMacGregor Wealth Management
New York
$8.51M +$374K +1,174 +5%
LTAS
143
Linden Thomas Advisory Services
North Carolina
$8.48M +$242K +761 +3%
CCS
144
Concentric Capital Strategies
Connecticut
$8.47M +$8.35M +26,226 New
New York State Common Retirement Fund
145
New York State Common Retirement Fund
New York
$8.38M +$101K +316 +1%
Man Group
146
Man Group
United Kingdom
$8.38M +$8.27M +25,971 New
VMPIC
147
Varma Mutual Pension Insurance Co
Finland
$8.36M +$923K +2,900 +13%
DZ Bank
148
DZ Bank
Germany
$8.21M -$634K -1,991 -7%
GIA
149
Gateway Investment Advisers
Ohio
$8.04M -$113K -356 -1%
RC
150
Roundview Capital
New Jersey
$8.02M +$11.8K +37 +0.1%

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.