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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
D.E. Shaw & Co
301
D.E. Shaw & Co
New York
$635K
FBT
302
First Bank & Trust
South Dakota
$627K
AWM
303
Axxcess Wealth Management
California
$603K
QT
304
Quantbot Technologies
New York
$600K
BHPW
305
Beverly Hills Private Wealth
California
$590K
BEAM
306
Baker Ellis Asset Management
Washington
$589K
SCA
307
Snowden Capital Advisors
New York
$587K
URS
308
Utah Retirement Systems
Utah
$587K
VA
309
Vident Advisory
Georgia
$582K
UBP
310
Union Bancaire Privee
Switzerland
$580K
HIA
311
Harbor Investment Advisory
Maryland
$555K
CAG
312
Csenge Advisory Group
Florida
$554K
MSRPS
313
Maryland State Retirement & Pension System
Maryland
$554K
OIS
314
OneAscent Investment Solutions
Alabama
$554K
QCG
315
Quadrant Capital Group
Ohio
$552K
VAS
316
Vestmark Advisory Solutions
Massachusetts
$543K
CG
317
Cynosure Group
Utah
$522K
EWA
318
EverSource Wealth Advisors
Alabama
$519K
WA
319
Wealth Alliance
New York
$516K
ACM
320
Aster Capital Management
United Arab Emirates
$503K
PAG
321
Private Advisor Group
New Jersey
$498K
SPIA
322
Steward Partners Investment Advisory
New York
$490K
Aviva
323
Aviva
United Kingdom
$487K
WCP
324
Wealthcare Capital Partners
Pennsylvania
$476K
ProShare Advisors
325
ProShare Advisors
Maryland
$475K