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HEICO
HEI

Overview Fund Activity

697 hedge funds and large institutions have $12.8B invested in HEICO in 2025 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 240 increasing their positions, 226 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+67
Holders Change %
+10.63%
% of All Funds
9.36%
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
240
Reduced
226
Closed
37
Calls
$72M
Puts
$154M
Net Calls
-$81.7M
Net Calls Change
-$83.9M

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 Holding Trade Value Shares
Change 		Shares
Change %
VMPIC
151
Varma Mutual Pension Insurance Co
Finland
$7.54M -$1.54M -4,700 -17%
AAM
152
Advisors Asset Management
Colorado
$7.46M +$728K +2,219 +11%
Canada Pension Plan Investment Board
153
Canada Pension Plan Investment Board
Ontario, Canada
$7.46M +$1.55M +4,714 +26%
Citadel Advisors
154
Citadel Advisors
Florida
$7.32M -$45.4M -138,478 -86%
Wealth Enhancement Advisory Services
155
Wealth Enhancement Advisory Services
Minnesota
$7.27M +$5.22M +16,077 +255%
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$7.22M -$13.8M -41,928 -66%
APG Asset Management
157
APG Asset Management
Netherlands
$6.99M +$224K +800 +3%
Pictet Asset Management
158
Pictet Asset Management
Switzerland
$6.9M +$1.1M +3,342 +19%
Jane Street
159
Jane Street
New York
$6.76M +$5.18M +15,789 +328%
Treasurer of the State of North Carolina
160
Treasurer of the State of North Carolina
North Carolina
$6.5M -$113K -345 -2%
DS
161
Dudley & Shanley
Florida
$6.41M – – –
JF
162
Jump Financial
Illinois
$6.39M +$6.39M +19,492 New
AG
163
AIA Group
Hong Kong
$6.37M +$1.24M +3,767 +24%
IECM
164
Intrinsic Edge Capital Management
Illinois
$6.03M – – –
Mitsubishi UFJ Trust & Banking
165
Mitsubishi UFJ Trust & Banking
Japan
$5.99M -$68.9K -210 -1%
SMDAM
166
Sumitomo Mitsui DS Asset Management
Japan
$5.93M +$760K +2,318 +15%
SC
167
SummitTX Capital
Texas
$5.88M +$1.68M +5,123 +40%
Franklin Resources
168
Franklin Resources
California
$5.8M +$4.12M +12,547 +245%
Truist Financial
169
Truist Financial
North Carolina
$5.78M +$299K +911 +5%
PIM
170
Penobscot Investment Management
Massachusetts
$5.72M – – –
BA
171
Bellwether Advisors
Nebraska
$5.61M +$5.61M +17,115 New
GF
172
Gabelli Funds
New York
$5.56M -$2.98M -9,100 -35%
TF
173
Threadgill Financial
Texas
$5.54M +$5.28M +16,101 +2,033%
Verition Fund Management
174
Verition Fund Management
Connecticut
$5.49M -$446K -1,361 -8%
MSV
175
MN Services Vermogensbeheer
Netherlands
$5.31M +$197K +600 +4%
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