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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
ASRS
201
Arizona State Retirement System
Arizona
$4.2M +$43.6K +137 +1%
RAM
202
Resona Asset Management
Japan
$4.19M -$310K -974 -7%
AWCI
203
Alpine Woods Capital Investors
New York
$4.17M +$15.6K +49 +0.4%
US Bancorp
204
US Bancorp
Minnesota
$4.1M -$81.5K -256 -2%
ECM
205
Everence Capital Management
Indiana
$3.96M +$1.1M +3,452 +39%
Capital Fund Management (CFM)
206
Capital Fund Management (CFM)
France
$3.94M +$121K +380 +3%
Ensign Peak Advisors
207
Ensign Peak Advisors
Utah
$3.92M +$1.11M +3,498 +40%
DnB Asset Management
208
DnB Asset Management
Norway
$3.87M -$679K -2,134 -15%
PAG
209
Private Advisor Group
New Jersey
$3.79M -$370K -1,162 -9%
CB
210
Commerce Bank
Missouri
$3.73M -$2.55K -8 -0.1%
Creative Planning
211
Creative Planning
Kansas
$3.63M +$1.36M +4,281 +62%
Toronto Dominion Bank
212
Toronto Dominion Bank
Ontario, Canada
$3.6M -$243K -764 -6%
BA
213
Bridgewater Associates
Connecticut
$3.48M +$3.43M +10,782 New
Kovitz Investment Group Partners
214
Kovitz Investment Group Partners
Illinois
$3.46M +$114K +358 +3%
AAP
215
Arax Advisory Partners
Colorado
$3.43M +$4.19M +13,150 +4,870%
Robeco Institutional Asset Management
216
Robeco Institutional Asset Management
Netherlands
$3.33M -$94.5K -297 -3%
AM
217
AGF Management
Ontario, Canada
$3.28M -$258K -811 -7%
CGIM
218
Capital Group Investment Management
Singapore
$3.27M
PP
219
PFS Partners
New Jersey
$3.21M +$955 +3 +0%
PP
220
Postrock Partners
Oregon
$3.2M
SLI
221
Sumitomo Life Insurance
Japan
$3.2M +$1.56M +4,892 +97%
FDS
222
Freedom Day Solutions
Texas
$3.17M +$54.4K +171 +2%
Rafferty Asset Management
223
Rafferty Asset Management
New York
$3.15M -$211K -662 -6%
BEI
224
Benjamin Edwards Inc
Missouri
$2.97M +$791K +2,485 +37%
AF
225
Allworth Financial
California
$2.93M +$2.21M +6,934 +324%

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.