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Houlihan Lokey

547 hedge funds and large institutions have $10.9B invested in Houlihan Lokey in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 186 increasing their positions, 203 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: $ → $

0% more funds holding

Funds holding: 546547 (+1)

8% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 203

2.92% less ownership

Funds ownership: 102.56%99.65% (-2.9%)

Holders
547
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
HCA
226
Harbor Capital Advisors
Illinois
$1.56M
HCMT
227
Highland Capital Management (Tennessee)
Tennessee
$1.56M
Pictet Asset Management
228
Pictet Asset Management
Switzerland
$1.54M
JIR
229
James Investment Research
Ohio
$1.53M
VCM
230
Voleon Capital Management
California
$1.53M
SFA
231
Sequoia Financial Advisors
Ohio
$1.51M
ASN
232
Advisory Services Network
Georgia
$1.49M
Pacer Advisors
233
Pacer Advisors
Pennsylvania
$1.49M
SGAM
234
Smith Group Asset Management
Texas
$1.45M
Envestnet Portfolio Solutions
235
Envestnet Portfolio Solutions
Illinois
$1.44M
SWIG
236
Strategic Wealth Investment Group
Kentucky
$1.43M
JF
237
Jump Financial
Illinois
$1.43M
SPS
238
Susquehanna Portfolio Strategies
Pennsylvania
$1.41M
TFCM
239
Taylor Frigon Capital Management
Arizona
$1.4M
NG
240
Norden Group
Utah
$1.31M
VOYA Investment Management
241
VOYA Investment Management
Georgia
$1.31M
Jones Financial Companies
242
Jones Financial Companies
Missouri
$1.31M
KPWS
243
Kestra Private Wealth Services
Texas
$1.26M
AG
244
Algert Global
California
$1.24M
IB
245
Intrust Bank
Kansas
$1.22M
SOADOR
246
State of Alaska Department of Revenue
Alaska
$1.22M
TD Asset Management
247
TD Asset Management
Ontario, Canada
$1.21M
RMC
248
Resources Management Corp
Connecticut
$1.2M
MLM
249
Mount Lucas Management
Pennsylvania
$1.17M
MFA
250
Mayflower Financial Advisors
Massachusetts
$1.16M