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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
9.35%
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 %
State of New Jersey Common Pension Fund D
201
State of New Jersey Common Pension Fund D
New Jersey
$4.1M – – –
VIM
202
Vinva Investment Management
Australia
$3.97M +$3.97M +14,323 New
EGM
203
Engineers Gate Manager
New York
$3.93M +$3.93M +11,993 New
Toronto Dominion Bank
204
Toronto Dominion Bank
Ontario, Canada
$3.93M +$443K +1,349 +13%
Walleye Trading
205
Walleye Trading
New York
$3.92M +$3.92M +11,950 New
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$3.89M -$211K -642 -5%
Capital Fund Management (CFM)
207
Capital Fund Management (CFM)
France
$3.88M -$3.98M -12,140 -51%
CB
208
Commerce Bank
Missouri
$3.79M -$549K -1,675 -13%
SFG
209
Snider Financial Group
Washington
$3.75M -$292K -891 -7%
GFM
210
GF Fund Management
China
$3.67M +$3.67M +11,177 New
AM
211
AGF Management
Ontario, Canada
$3.6M -$324K -988 -8%
Osaic Holdings
212
Osaic Holdings
Arizona
$3.52M +$120K +443 +4%
EWA
213
EP Wealth Advisors
California
$3.5M +$55.4K +169 +2%
Robeco Institutional Asset Management
214
Robeco Institutional Asset Management
Netherlands
$3.48M -$107K -327 -3%
Rafferty Asset Management
215
Rafferty Asset Management
New York
$3.41M +$575K +1,753 +20%
Kovitz Investment Group Partners
216
Kovitz Investment Group Partners
Illinois
$3.39M -$92.5K -282 -3%
CGIM
217
Capital Group Investment Management
Singapore
$3.32M – – –
PP
218
PFS Partners
New Jersey
$3.26M -$176K -537 -5%
PP
219
Postrock Partners
Oregon
$3.25M -$12.8K -39 -0.4%
OQS
220
Occudo Quantitative Strategies
Florida
$3.24M +$991K +3,022 +44%
SCM
221
SG Capital Management
Illinois
$3.21M -$7.16M -21,842 -69%
GLAM
222
Gardner Lewis Asset Management
Pennsylvania
$3.17M -$350K -1,067 -10%
FDS
223
Freedom Day Solutions
Texas
$3.16M -$92.8K -283 -3%
AAS
224
Avantax Advisory Services
Texas
$3.14M -$13.4K -41 -0.4%
AQR Capital Management
225
AQR Capital Management
Connecticut
$3.14M +$1.25M +3,834 +66%
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