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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
NRD
276
Nebula Research & Development
New York
$690K +$484K +2,816 +193%
GI
277
GAMMA Investing
California
$686K +$433K +2,520 +146%
NGA
278
Naples Global Advisors
Florida
$683K -$103K -600 -12%
First Eagle Investment Management
279
First Eagle Investment Management
New York
$678K -$17.2K -100 -2%
Los Angeles Capital Management
280
Los Angeles Capital Management
California
$676K
SAM
281
Securian Asset Management
Minnesota
$670K +$17.2K +100 +2%
BIM
282
Bridges Investment Management
Nebraska
$666K -$145K -844 -17%
HIM
283
Hanlon Investment Management
New Jersey
$662K -$63.2K -368 -8%
BCM
284
Brookstone Capital Management
Illinois
$658K +$15.5K +90 +2%
CG
285
Clifford Group
Massachusetts
$651K -$36.4K -212 -5%
A
286
AlphaQuest
New York
$650K +$284K +1,651 +69%
AWCI
287
Alpine Woods Capital Investors
New York
$638K -$25.4K -148 -4%
SIM
288
Studio Investment Management
Illinois
$637K -$81.2K -473 -11%
AIMCA
289
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$632K +$135K +788 +25%
KeyBank National Association
290
KeyBank National Association
Ohio
$625K +$664K +3,868 New
GC
291
Guggenheim Capital
Illinois
$625K +$76.4K +445 +13%
SCA
292
Snowden Capital Advisors
New York
$622K -$28.3K -165 -4%
YMRC
293
Yorktown Management & Research Company
Virginia
$622K
MYIA
294
Mount Yale Investment Advisors
Colorado
$619K +$658K +3,830 New
NS
295
NBC Securities
Alabama
$607K +$646K +3,761 +125,367%
Aviva
296
Aviva
United Kingdom
$605K +$72.8K +424 +13%
M&T Bank
297
M&T Bank
New York
$597K -$12K -70 -2%
SSA
298
Schonfeld Strategic Advisors
New York
$591K +$628K +3,657 New
AIM
299
Aigen Investment Management
New York
$588K +$113K +660 +22%
Cambridge Investment Research Advisors
300
Cambridge Investment Research Advisors
Iowa
$583K +$350K +2,036 +129%