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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
KAS
301
Kestra Advisory Services
Texas
$567K -$360K -2,096 -37%
BTI
302
Blue Trust Inc
Georgia
$564K -$27K -157 -4%
BHPW
303
Beverly Hills Private Wealth
California
$563K -$48.3K -281 -7%
Walleye Trading
304
Walleye Trading
New York
$562K +$184K +1,070 +44%
NFSG
305
Newbridge Financial Services Group
Florida
$552K +$587K +3,417 New
CA
306
Clearstead Advisors
Ohio
$551K +$58.9K +343 +11%
USAA
307
United Services Automobile Association
Texas
$544K +$590K +3,438 New
DWM
308
Dynasty Wealth Management
Florida
$532K +$5.84K +34 +1%
CIS
309
Custom Index Systems
New York
$531K +$120K +696 +27%
OFS
310
OneAscent Financial Services
Alabama
$516K +$204K +1,187 +60%
MLM
311
Mount Lucas Management
Pennsylvania
$512K +$544K +3,169 New
OIS
312
OneAscent Investment Solutions
Alabama
$511K +$544K +3,167 New
GT
313
Glenmede Trust
Pennsylvania
$511K -$3.95K -23 -0.7%
FBT
314
First Bank & Trust
South Dakota
$502K -$5.5K -32 -1%
WA
315
Wealth Alliance
New York
$496K +$4.29K +25 +0.8%
AV
316
Alamea Verwaltungs
New Jersey
$495K +$527K +3,068 New
URS
317
Utah Retirement Systems
Utah
$452K
Cerity Partners
318
Cerity Partners
New York
$452K -$91.5K -533 -16%
SOW
319
State of Wyoming
Wyoming
$449K -$368K -2,142 -44%
FT
320
Fiduciary Trust
Massachusetts
$448K +$476K +2,772 New
AWM
321
Axxcess Wealth Management
California
$447K -$16.5K -96 -3%
VA
322
Vident Advisory
Georgia
$447K +$85.2K +496 +22%
SCM
323
Sterling Capital Management
North Carolina
$432K -$38K -221 -8%
SPS
324
Susquehanna Portfolio Strategies
Pennsylvania
$426K +$453K +2,640 New
QCG
325
Quadrant Capital Group
Ohio
$421K +$405K +2,360 +963%