HEICO Corp
HEI
640 hedge funds and large institutions have $10.3B invested in HEICO Corp in 2025 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 207 increasing their positions, 212 reducing their positions, and 66 closing their positions.
64% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 66
10% more capital invested
Capital invested by funds: $9.32B → $10.3B (+$966M)
5% more funds holding
Funds holding: 607 → 640 (+33)
3% more call options, than puts
Call options by funds: $69.2M | Put options by funds: $67.1M
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
2% less repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 212
1.31% less ownership
Funds ownership: 71.3% → 69.98% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$111M |
| 2 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$106M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$90.2M |
| 4 |
DMIC
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
|
+$47.2M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$44.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AM
AGF Management
Toronto,
Ontario, Canada
|
-$225M |
| 2 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
-$111M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$98.4M |
| 4 |
BlackRock
New York
|
-$54.9M |
| 5 |
FGP
Freestone Grove Partners
San Francisco,
California
|
-$53.3M |
HEI Hedge Fund Activity: Q1 2025 in Review
640 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q1 2025, worth a combined $10.3B — up 10% from $9.32B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new HEI positions and 66 closed out — a net gain of 42 holders — while 207 added to existing stakes and 212 trimmed.
The largest buyer was UBS AM, adding an estimated $111M. The largest seller was AGF Management, cutting an estimated $225M.
- 640 institutional investors held HEICO Corp (HEI) as of Q1 2025, up from 607 in Q4 2024.
- Funds reported $10.3B of HEICO Corp stock for Q1 2025, up 10% quarter-over-quarter.
- 108 funds opened new HEICO Corp positions in Q1 2025 and 66 closed out, a net change of +42 holders.
- The largest HEICO Corp buyer in Q1 2025 was UBS AM, an estimated $111M added.
- The largest HEICO Corp seller in Q1 2025 was AGF Management, an estimated $225M sold.
Based on aggregated 13F filings for Q1 2025.