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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 %
BBA
176
Baader Bank Aktiengesellschaft
Germany
$5.26M -$570K -1,738 -10%
NAMA
177
Nikko Asset Management Americas
New York
$5.23M -$45.6K -139 -0.9%
Focus Partners Wealth
178
Focus Partners Wealth
Massachusetts
$5.1M +$313K +953 +7%
EML
179
Eos Management LP
New York
$5.1M – – –
SG Americas Securities
180
SG Americas Securities
New York
$5.02M +$4.49M +13,694 +849%
Commonwealth Equity Services
181
Commonwealth Equity Services
Massachusetts
$4.98M +$300K +915 +6%
PA
182
PFG Advisors
Arizona
$4.94M +$893K +2,723 +22%
AllianceBernstein
183
AllianceBernstein
Tennessee
$4.93M +$1.64K +5 +0%
CIC
184
Carnegie Investment Counsel
Ohio
$4.93M +$75.4K +230 +2%
AIM
185
ARK Investment Management
Florida
$4.83M -$119K -364 -2%
KJHP
186
K.J. Harrison & Partners
Ontario, Canada
$4.77M -$328K -1,000 -6%
GAM
187
Groupama Asset Management
France
$4.76M +$61.6K +189 +1%
GGHC
188
Gilder Gagnon Howe & Co
New York
$4.71M -$1.97K -6 -0%
DnB Asset Management
189
DnB Asset Management
Norway
$4.64M +$908K +2,768 +24%
RAM
190
Resona Asset Management
Japan
$4.59M +$310K +947 +7%
CRC
191
Curi RMB Capital
Illinois
$4.45M +$406K +1,237 +10%
GAM
192
Gotham Asset Management
New York
$4.42M +$968K +2,952 +28%
Ohio Public Employees Retirement System (OPERS)
193
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.37M -$134K -409 -3%
AWS
194
Atria Wealth Solutions
New York
$4.32M -$250K -768 -5%
US Bancorp
195
US Bancorp
Minnesota
$4.25M +$223K +681 +6%
PAG
196
Private Advisor Group
New Jersey
$4.24M -$1.88M -5,737 -31%
SAM
197
Silvercrest Asset Management
New York
$4.23M +$6.23K +19 +0.1%
LF
198
Lansforsakringar Fondforvaltning
Sweden
$4.22M -$536K -1,633 -11%
ASRS
199
Arizona State Retirement System
Arizona
$4.22M +$44.9K +137 +1%
AWCI
200
Alpine Woods Capital Investors
New York
$4.22M -$25.3K -77 -0.6%
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