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Houlihan Lokey

540 hedge funds and large institutions have $10.9B invested in Houlihan Lokey in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 183 increasing their positions, 202 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: $ → $

1% less funds holding

Funds holding: 543540 (-3)

9% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 202

2.95% less ownership

Funds ownership: 102.53%99.58% (-2.9%)

Holders
540
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
SAM
276
Securian Asset Management
Minnesota
$832K
BTI
277
Blue Trust Inc
Georgia
$830K
NGA
278
Naples Global Advisors
Florida
$814K
HIM
279
Hanlon Investment Management
New Jersey
$796K
SG Americas Securities
280
SG Americas Securities
New York
$793K
YMRC
281
Yorktown Management & Research Company
Virginia
$790K
BCM
282
Brookstone Capital Management
Illinois
$786K
CG
283
Caprock Group
Idaho
$782K
GC
284
Guggenheim Capital
Illinois
$773K
SIM
285
Studio Investment Management
Illinois
$773K
CG
286
Clifford Group
Massachusetts
$773K
AWCI
287
Alpine Woods Capital Investors
New York
$768K
BHCM
288
Brevan Howard Capital Management
Jersey
$750K
Janney Montgomery Scott
289
Janney Montgomery Scott
Pennsylvania
$738K
AV
290
Alamea Verwaltungs
New Jersey
$738K
SOW
291
State of Wyoming
Wyoming
$736K
KeyBank National Association
292
KeyBank National Association
Ohio
$734K
KAS
293
Kestra Advisory Services
Texas
$716K
Los Angeles Capital Management
294
Los Angeles Capital Management
California
$684K
Two Sigma Advisers
295
Two Sigma Advisers
New York
$678K
DT
296
Diversified Trust
Tennessee
$660K
BRWA
297
B. Riley Wealth Advisors
Florida
$652K
GIM
298
Glenmede Investment Management
Pennsylvania
$648K
FT
299
Fiduciary Trust
Massachusetts
$645K
DWM
300
Dynasty Wealth Management
Florida
$638K