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HEICO
HEI

Overview Fund Activity

630 hedge funds and large institutions have $10.2B invested in HEICO in 2025 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 201 increasing their positions, 209 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+29
Holders Change %
+4.83%
% of All Funds
8.56%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
108
Increased
201
Reduced
209
Closed
67
Calls
$69.2M
Puts
$67.1M
Net Calls
+$2.13M
Net Calls Change
-$11.4M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$122M
2
HL
Harding Loevner
New Jersey
+$116M
3
Marshall Wace
Marshall Wace
United Kingdom
+$99M
4
DMIC
Dixon Mitchell Investment Counsel
British Columbia, Canada
+$51.8M
5
Invesco
Invesco
Georgia
+$49.1M

Top Sellers

1
AM
AGF Management
Ontario, Canada
-$247M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$111M
3
UBS Group
UBS Group
Switzerland
-$108M
4
BlackRock
BlackRock
New York
-$60.3M
5
FGP
Freestone Grove Partners
California
-$58.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
201
EP Wealth Advisors
California
$2.8M +$4.54K +17 +0.2%
PP
202
PFS Partners
New Jersey
$2.8M +$1.34K +5 +0%
CGIM
203
Capital Group Investment Management
Singapore
$2.7M – – –
PP
204
Postrock Partners
Oregon
$2.66M – – –
FDS
205
Freedom Day Solutions
Texas
$2.65M +$2.65M +9,928 New
AAS
206
Avantax Advisory Services
Texas
$2.57M +$41.7K +156 +2%
Prudential Financial
207
Prudential Financial
New Jersey
$2.57M +$2.31M +8,646 +892%
M&T Bank
208
M&T Bank
New York
$2.49M -$313K -1,173 -11%
ECM
209
Everence Capital Management
Indiana
$2.36M +$470K +1,760 +25%
GCM
210
Graham Capital Management
Connecticut
$2.32M -$61.5K -230 -3%
Rafferty Asset Management
211
Rafferty Asset Management
New York
$2.31M -$323K -1,208 -12%
BCIM
212
British Columbia Investment Management
British Columbia, Canada
$2.25M +$4.01K +15 +0.2%
Canada Life
213
Canada Life
Manitoba, Canada
$2.23M +$61.9K +231 +3%
X
214
Xponance
Pennsylvania
$2.21M +$77.2K +289 +4%
TFS
215
Thoroughbred Financial Services
Tennessee
$2.19M -$4.01K -15 -0.2%
PAM
216
Panagora Asset Management
Massachusetts
$2.17M +$2.17M +8,103 New
FRAF
217
Första AP-fonden
Sweden
$2.16M +$267K +1,000 +14%
ATPW
218
Ashton Thomas Private Wealth
Arizona
$2.15M -$20.6K -77 -0.9%
AF
219
Aviso Financial
Ontario, Canada
$2.14M +$2.14M +8,026 New
TIG
220
Tribune Investment Group
New York
$2.14M +$2.14M +8,000 New
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$2.11M -$150K -562 -7%
Aberdeen Group
222
Aberdeen Group
United Kingdom
$2.03M -$36.3K -136 -2%
MW
223
Marcum Wealth
Ohio
$2.03M – – –
MML Investors Services
224
MML Investors Services
Massachusetts
$1.99M +$135K +507 +7%
Creative Planning
225
Creative Planning
Kansas
$1.95M +$338K +1,265 +21%
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