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Houlihan Lokey

546 hedge funds and large institutions have $9.93B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 190 increasing their positions, 209 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

5% more funds holding

Funds holding: 522546 (+24)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 209

Holders
546
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.85M
Puts
$2.48M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
301
Brookstone Capital Management
Illinois
$692K
GC
302
Guggenheim Capital
Illinois
$683K
BAM
303
Blueshift Asset Management
New Jersey
$682K
BTI
304
Blue Trust Inc
Georgia
$681K
AWCI
305
Alpine Woods Capital Investors
New York
$674K
HIM
306
Hanlon Investment Management
New Jersey
$665K
KeyBank National Association
307
KeyBank National Association
Ohio
$661K
Cambridge Investment Research Advisors
308
Cambridge Investment Research Advisors
Iowa
$652K
AV
309
Alamea Verwaltungs
New Jersey
$647K
TRCT
310
Tower Research Capital (TRC)
New York
$624K
PMAM
311
Picton Mahoney Asset Management
Ontario, Canada
$619K
GCM
312
Graham Capital Management
Connecticut
$617K
BRWA
313
B. Riley Wealth Advisors
Florida
$608K
KAS
314
Kestra Advisory Services
Texas
$604K
Los Angeles Capital Management
315
Los Angeles Capital Management
California
$600K
DT
316
Diversified Trust
Tennessee
$576K
CIS
317
Custom Index Systems
New York
$574K
GIM
318
Glenmede Investment Management
Pennsylvania
$561K
FBT
319
First Bank & Trust
South Dakota
$550K
BHPW
320
Beverly Hills Private Wealth
California
$549K
SPS
321
Susquehanna Portfolio Strategies
Pennsylvania
$547K
CA
322
Clearstead Advisors
Ohio
$545K
FT
323
Fiduciary Trust
Massachusetts
$542K
VI
324
Versor Investments
New York
$539K
NFSG
325
Newbridge Financial Services Group
Florida
$538K