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Houlihan Lokey

542 hedge funds and large institutions have $9.92B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 208 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
+22
Holders Change %
+4.23%
% of All Funds
7.27%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
79
Increased
188
Reduced
208
Closed
52
Calls
$3.85M
Puts
$2.48M
Net Calls
+$1.37M
Net Calls Change
-$908K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
226
Avior Wealth Management
Nebraska
$1.53M -$3.78K -21 -0.2%
Envestnet Portfolio Solutions
227
Envestnet Portfolio Solutions
Illinois
$1.51M -$134K -747 -8%
Creative Planning
228
Creative Planning
Kansas
$1.5M +$162K +899 +12%
Susquehanna International Group
229
Susquehanna International Group
Pennsylvania
$1.48M +$1.48M +8,213 New
Osaic Holdings
230
Osaic Holdings
Arizona
$1.47M -$85.8K -494 -6%
DTL
231
Dynamic Technology Lab
Singapore
$1.46M +$1.46M +8,120 New
HCMT
232
Highland Capital Management (Tennessee)
Tennessee
$1.45M +$1.45M +8,062 New
Pictet Asset Management
233
Pictet Asset Management
Switzerland
$1.43M +$15.1K +84 +1%
X
234
Xponance
Pennsylvania
$1.43M +$235K +1,308 +20%
Truist Financial
235
Truist Financial
North Carolina
$1.41M -$240K -1,334 -15%
FRM
236
Fox Run Management
Connecticut
$1.38M +$1.38M +7,681 New
ASN
237
Advisory Services Network
Georgia
$1.36M +$94.6K +496 +7%
CAM
238
Cresset Asset Management
Illinois
$1.33M -$133K -740 -9%
SGAM
239
Smith Group Asset Management
Texas
$1.32M +$538K +2,990 +69%
GWM
240
Gibbs Wealth Management
Georgia
$1.23M +$1.23M +6,855 New
IWC
241
Integrated Wealth Concepts
Massachusetts
$1.22M -$839K -4,660 -41%
AG
242
Algert Global
California
$1.22M -$1.36M -7,580 -53%
BF
243
BOK Financial
Oklahoma
$1.21M +$1.21M +6,745 New
TFCM
244
Taylor Frigon Capital Management
Arizona
$1.2M -$17.5K -97 -1%
Universal-Beteiligungs- und Servicegesellschaft
245
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.16M -$141K -782 -11%
JIR
246
James Investment Research
Ohio
$1.14M
FB
247
Fulton Bank
Pennsylvania
$1.11M -$114K -634 -9%
MLM
248
Mount Lucas Management
Pennsylvania
$1.1M +$529K +2,937 +93%
SOADOR
249
State of Alaska Department of Revenue
Alaska
$1.09M -$50.4K -280 -4%
Jones Financial Companies
250
Jones Financial Companies
Missouri
$1.08M -$22.8K -125 -2%