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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
UBP
251
Union Bancaire Privee
Switzerland
$917K -$654K -3,808 -40%
PD
252
Point72 (DIFC)
United Arab Emirates
$910K +$781K +4,549 +418%
State of Wisconsin Investment Board
253
State of Wisconsin Investment Board
Wisconsin
$884K +$77.6K +452 +9%
WLG
254
Williamson Legacy Group
Indiana
$881K -$11.3K -66 -1%
NG
255
Novem Group
New York
$877K +$246K +1,433 +36%
SFI
256
Susquehanna Fundamental Investments
Pennsylvania
$850K +$904K +5,262 New
MGIA
257
Moneta Group Investment Advisors
Missouri
$834K -$57.7K -336 -6%
Federated Hermes
258
Federated Hermes
Pennsylvania
$826K +$10.1K +59 +1%
IB
259
Intrust Bank
Kansas
$826K +$92.7K +540 +12%
IP
260
Isthmus Partners
Wisconsin
$820K
EI
261
Ethic Inc
New York
$819K +$34.9K +203 +4%
D.E. Shaw & Co
262
D.E. Shaw & Co
New York
$807K -$1.46M -8,482 -63%
QCM
263
QRG Capital Management
Illinois
$805K +$75.4K +439 +10%
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$801K +$9.28K +54 +1%
NG
265
Norden Group
Utah
$797K +$544K +3,168 +179%
CGH
266
Crossmark Global Holdings
Texas
$750K -$4.12K -24 -0.5%
Bank of Nova Scotia
267
Bank of Nova Scotia
Ontario, Canada
$743K +$790K +4,599 New
PAG
268
Private Advisor Group
New Jersey
$727K -$199K -1,161 -20%
CG
269
Caprock Group
Idaho
$726K +$16.8K +98 +2%
MAM
270
Martingale Asset Management
Massachusetts
$709K +$755K +4,393 New
PWG
271
Portside Wealth Group
Utah
$701K +$272K +1,586 +58%
CB
272
Commerce Bank
Missouri
$699K -$7.04K -41 -0.9%
SGAM
273
Smith Group Asset Management
Texas
$699K +$744K +4,330 New
SWM
274
Sendero Wealth Management
Texas
$696K -$259K -1,510 -26%
AAS
275
Avantax Advisory Services
Texas
$692K -$168K -978 -19%