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Houlihan Lokey

524 hedge funds and large institutions have $8.6B invested in Houlihan Lokey in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 202 increasing their positions, 170 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $5.57M | Put options by funds: $3.29M

47% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 53

19% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 170

4% more funds holding

Funds holding: 505524 (+19)

0.9% less ownership

Funds ownership: 99.5%98.6% (-0.9%)

7% less capital invested

Capital invested by funds: $9.29B → $8.6B (-$687M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
524
Holders Change
+19
Holders Change %
+3.76%
% of All Funds
7.03%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
78
Increased
202
Reduced
170
Closed
53
Calls
$5.57M
Puts
$3.29M
Net Calls
+$2.28M
Net Calls Change
+$539K
Name Holding Trade Value Shares
Change
Change in
Stake
EGM
226
Engineers Gate Manager
New York
$1.39M +$908K +5,285 +160%
AWM
227
Avior Wealth Management
Nebraska
$1.38M -$462K -2,688 -24%
CAM
228
Cresset Asset Management
Illinois
$1.32M -$886K -5,161 -39%
JFG
229
Jefferies Financial Group
New York
$1.28M +$1.14M +6,633 +520%
Pictet Asset Management
230
Pictet Asset Management
Switzerland
$1.27M +$71.8K +418 +6%
VPIM
231
Vanguard Personalized Indexing Management
California
$1.22M +$46.4K +270 +4%
Creative Planning
232
Creative Planning
Kansas
$1.2M +$482K +2,806 +60%
ACM
233
Aquatic Capital Management
Illinois
$1.18M -$752K -4,380 -37%
Universal-Beteiligungs- und Servicegesellschaft
234
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.17M +$1.24M +7,234 New
FB
235
Fulton Bank
Pennsylvania
$1.1M -$139K -807 -11%
TFCM
236
Taylor Frigon Capital Management
Arizona
$1.09M +$6.01K +35 +0.5%
PHK
237
Point72 Hong Kong
Hong Kong
$1.08M +$1.15M +6,698 New
X
238
Xponance
Pennsylvania
$1.07M +$22.7K +132 +2%
ASN
239
Advisory Services Network
Georgia
$1.07M +$1.89K +11 +0.2%
KPWS
240
Kestra Private Wealth Services
Texas
$1.05M +$360K +2,098 +47%
EW
241
Evoke Wealth
California
$1.05M -$12.5K -73 -1%
COI
242
Connable Office Inc
Michigan
$1.04M
JIR
243
James Investment Research
Ohio
$1.02M
SOADOR
244
State of Alaska Department of Revenue
Alaska
$1.02M +$37.8K +220 +4%
BC
245
Bayforest Capital
United Kingdom
$988K +$616K +3,587 +142%
Jones Financial Companies
246
Jones Financial Companies
Missouri
$961K +$74.7K +435 +8%
TD Asset Management
247
TD Asset Management
Ontario, Canada
$953K
MFGM
248
Marshall Financial Group (Maryland)
Maryland
$946K +$114K +661 +13%
GWM
249
Gibbs Wealth Management
Georgia
$945K +$213K +1,239 +27%
RMC
250
Resources Management Corp
Connecticut
$935K +$296K +1,722 +42%