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Houlihan Lokey

503 hedge funds and large institutions have $9.29B invested in Houlihan Lokey in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 172 increasing their positions, 165 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+55
Holders Change %
+12.28%
% of All Funds
6.7%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
102
Increased
172
Reduced
165
Closed
40
Calls
$6.51M
Puts
$4.78M
Net Calls
+$1.74M
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
301
B. Riley Wealth Advisors
Florida
$459K +$459K +2,645 New
Mercer Global Advisors
302
Mercer Global Advisors
Colorado
$456K -$315K -1,815 -41%
CIS
303
Custom Index Systems
New York
$450K -$2.08K -12 -0.5%
OWA
304
Outlook Wealth Advisors
Texas
$443K +$443K +2,550 New
TRCT
305
Tower Research Capital (TRC)
New York
$442K -$64.6K -372 -13%
BC
306
Bayforest Capital
United Kingdom
$439K +$439K +2,528 New
PP
307
PDT Partners
New York
$438K
ProShare Advisors
308
ProShare Advisors
Maryland
$435K +$33.3K +192 +8%
RP
309
Riverwater Partners
Wisconsin
$429K +$347 +2 +0.1%
HFS
310
Hantz Financial Services
Michigan
$421K -$140K -808 -25%
Walleye Trading
311
Walleye Trading
New York
$419K +$419K +2,410 New
FAIM
312
Financial Advocates Investment Management
Washington
$413K +$413K +2,381 New
A
313
AlphaQuest
New York
$413K +$312K +1,796 +310%
Squarepoint
314
Squarepoint
New York
$408K -$1.06M -6,131 -72%
NW
315
NewEdge Wealth
Pennsylvania
$406K +$121K +695 +42%
HAG
316
HighPoint Advisor Group
Illinois
$404K +$115K +642 +40%
TW
317
Trajan Wealth
Arizona
$403K -$13.2K -76 -3%
WCP
318
Wealthcare Capital Partners
Pennsylvania
$398K +$398K +2,294 New
VA
319
Vident Advisory
Georgia
$394K -$20.1K -116 -5%
CFGS
320
Concourse Financial Group Securities
Alabama
$389K -$15.3K -82 -4%
VFA
321
Voya Financial Advisors
Connecticut
$374K -$30.4K -175 -8%
ET
322
Equitable Trust
Tennessee
$374K -$302K -1,741 -45%
VF
323
Virtu Financial
New York
$371K +$371K +2,139 New
NWAG
324
Net Worth Advisory Group
Utah
$360K +$2.6K +15 +0.7%
SCM
325
Shelton Capital Management
Colorado
$357K