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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
COI
251
Connable Office Inc
Michigan
$1.14M
Two Sigma Investments
252
Two Sigma Investments
New York
$1.12M
PWG
253
Portside Wealth Group
Utah
$1.1M
CAPTRUST Financial Advisors
254
CAPTRUST Financial Advisors
North Carolina
$1.09M
FB
255
Fulton Bank
Pennsylvania
$1.08M
MGIA
256
Moneta Group Investment Advisors
Missouri
$1.07M
STA
257
Summit Trail Advisors
New York
$1.06M
State of Wisconsin Investment Board
258
State of Wisconsin Investment Board
Wisconsin
$1.05M
GI
259
GAMMA Investing
California
$1.04M
N
260
Numerai
California
$1.03M
ACM
261
Aquatic Capital Management
Illinois
$1.03M
Federated Hermes
262
Federated Hermes
Pennsylvania
$997K
CIS
263
Custom Index Systems
New York
$963K
CB
264
Commerce Bank
Missouri
$951K
Mercer Global Advisors
265
Mercer Global Advisors
Colorado
$940K
SFS
266
Sowell Financial Services
Arkansas
$939K
CGH
267
Crossmark Global Holdings
Texas
$933K
BIM
268
Bridges Investment Management
Nebraska
$912K
EI
269
Ethic Inc
New York
$909K
IIC
270
Integrated Investment Consultants
Michigan
$886K
SWM
271
Sendero Wealth Management
Texas
$885K
Walleye Capital
272
Walleye Capital
New York
$867K
IWC
273
Integrated Wealth Concepts
Massachusetts
$866K
First Eagle Investment Management
274
First Eagle Investment Management
New York
$863K
UCFA
275
United Capital Financial Advisors
Texas
$844K