HEICO Corp
757 hedge funds and large institutions have $12.9B invested in HEICO Corp in 2025 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 256 increasing their positions, 232 reducing their positions, and 60 closing their positions.
88% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 60
10% more repeat investments, than reductions
Existing positions increased: 256 | Existing positions reduced: 232
6% more funds holding
Funds holding: 714 → 757 (+43)
1.56% more ownership
Funds ownership: 70.82% → 72.38% (+1.6%)
3% more capital invested
Capital invested by funds: $12.5B → $12.9B (+$365M)
23% less call options, than puts
Call options by funds: $32.1M | Put options by funds: $41.8M
36% less funds holding in top 10
Funds holding in top 10: 11 → 7 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$106M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$93.9M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$69.5M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$53M |
| 5 |
D.E. Shaw & Co
New York
|
+$49.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$79.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$57.3M |
| 3 |
JP Morgan Chase
New York
|
-$33.7M |
| 4 |
RIM
Rakuten Investment Management
Tokyo,
Japan
|
-$31.3M |
| 5 |
EAM
EULAV Asset Management
Sarasota,
Florida
|
-$27.2M |
HEI Hedge Fund Activity: Q4 2025 in Review
757 institutional investors reported a position in HEICO Corp (HEI) for Q4 2025, worth a combined $12.9B — up 2.9% from $12.5B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new HEI positions and 60 closed out — a net gain of 53 holders — while 256 added to existing stakes and 232 trimmed.
The largest buyer was UBS Group, adding an estimated $106M. The largest seller was Capital World Investors, cutting an estimated $79.2M.
- 757 institutional investors held HEICO Corp (HEI) as of Q4 2025, up from 714 in Q3 2025.
- Funds reported $12.9B of HEICO Corp stock for Q4 2025, up 2.9% quarter-over-quarter.
- 113 funds opened new HEICO Corp positions in Q4 2025 and 60 closed out, a net change of +53 holders.
- The largest HEICO Corp buyer in Q4 2025 was UBS Group, an estimated $106M added.
- The largest HEICO Corp seller in Q4 2025 was Capital World Investors, an estimated $79.2M sold.
Based on aggregated 13F filings for Q4 2025.