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Houlihan Lokey

505 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, 174 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 41

36% more call options, than puts

Call options by funds: $6.51M | Put options by funds: $4.78M

12% more funds holding

Funds holding: 451505 (+54)

11% more capital invested

Capital invested by funds: $8.36B → $9.29B (+$931M)

5% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 165

0.2% more ownership

Funds ownership: 99.3%99.5% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
505
Holders Change
+54
Holders Change %
+11.97%
% of All Funds
6.65%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
102
Increased
174
Reduced
165
Closed
41
Calls
$6.51M
Puts
$4.78M
Net Calls
+$1.74M
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Change in
Stake
PWG
301
Portside Wealth Group
Utah
$478K +$52.5K +298 +12%
BRWA
302
B. Riley Wealth Advisors
Florida
$459K +$466K +2,645 New
Mercer Global Advisors
303
Mercer Global Advisors
Colorado
$456K -$320K -1,815 -41%
CIS
304
Custom Index Systems
New York
$450K -$2.11K -12 -0.5%
OWA
305
Outlook Wealth Advisors
Texas
$443K +$449K +2,550 New
TRCT
306
Tower Research Capital (TRC)
New York
$442K -$65.5K -372 -13%
BC
307
Bayforest Capital
United Kingdom
$439K +$445K +2,528 New
PP
308
PDT Partners
New York
$438K
ProShare Advisors
309
ProShare Advisors
Maryland
$435K +$33.8K +192 +8%
RP
310
Riverwater Partners
Wisconsin
$429K +$352 +2 +0.1%
HFS
311
Hantz Financial Services
Michigan
$421K -$142K -808 -25%
Walleye Trading
312
Walleye Trading
New York
$419K +$424K +2,410 New
FAIM
313
Financial Advocates Investment Management
Washington
$413K +$419K +2,381 New
A
314
AlphaQuest
New York
$413K +$316K +1,796 +310%
Squarepoint
315
Squarepoint
New York
$408K -$1.08M -6,131 -72%
NW
316
NewEdge Wealth
Pennsylvania
$406K +$122K +695 +42%
HAG
317
HighPoint Advisor Group
Illinois
$404K +$113K +642 +40%
TW
318
Trajan Wealth
Arizona
$403K -$13.4K -76 -3%
WCP
319
Wealthcare Capital Partners
Pennsylvania
$398K +$404K +2,294 New
VA
320
Vident Advisory
Georgia
$394K -$20.4K -116 -5%
CFGS
321
Concourse Financial Group Securities
Alabama
$389K -$14.4K -82 -4%
VFA
322
Voya Financial Advisors
Connecticut
$374K -$30.8K -175 -8%
ET
323
Equitable Trust
Tennessee
$374K -$307K -1,741 -45%
VF
324
Virtu Financial
New York
$371K +$377K +2,139 New
NWAG
325
Net Worth Advisory Group
Utah
$360K +$2.64K +15 +0.7%