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Houlihan Lokey

540 hedge funds and large institutions have $10.9B invested in Houlihan Lokey in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 183 increasing their positions, 202 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

1% less funds holding

Funds holding: 543540 (-3)

9% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 202

2.95% less ownership

Funds ownership: 102.53%99.58% (-2.9%)

Holders
540
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.92M
Puts
$1.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pictet Asset Management
226
Pictet Asset Management
Switzerland
$1.54M
JIR
227
James Investment Research
Ohio
$1.53M
VCM
228
Voleon Capital Management
California
$1.53M
SFA
229
Sequoia Financial Advisors
Ohio
$1.51M
ASN
230
Advisory Services Network
Georgia
$1.49M
Pacer Advisors
231
Pacer Advisors
Pennsylvania
$1.49M
SGAM
232
Smith Group Asset Management
Texas
$1.45M
Envestnet Portfolio Solutions
233
Envestnet Portfolio Solutions
Illinois
$1.44M
SWIG
234
Strategic Wealth Investment Group
Kentucky
$1.43M
JF
235
Jump Financial
Illinois
$1.43M
SPS
236
Susquehanna Portfolio Strategies
Pennsylvania
$1.41M
TFCM
237
Taylor Frigon Capital Management
Arizona
$1.4M
NG
238
Norden Group
Utah
$1.31M
VOYA Investment Management
239
VOYA Investment Management
Georgia
$1.31M
Jones Financial Companies
240
Jones Financial Companies
Missouri
$1.31M
KPWS
241
Kestra Private Wealth Services
Texas
$1.26M
AG
242
Algert Global
California
$1.24M
IB
243
Intrust Bank
Kansas
$1.22M
SOADOR
244
State of Alaska Department of Revenue
Alaska
$1.22M
TD Asset Management
245
TD Asset Management
Ontario, Canada
$1.21M
RMC
246
Resources Management Corp
Connecticut
$1.2M
MLM
247
Mount Lucas Management
Pennsylvania
$1.17M
MFA
248
Mayflower Financial Advisors
Massachusetts
$1.16M
COI
249
Connable Office Inc
Michigan
$1.14M
Two Sigma Investments
250
Two Sigma Investments
New York
$1.12M