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Houlihan Lokey

547 hedge funds and large institutions have $10.9B invested in Houlihan Lokey in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 186 increasing their positions, 203 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: $ → $

0% more funds holding

Funds holding: 546547 (+1)

8% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 203

2.92% less ownership

Funds ownership: 102.56%99.65% (-2.9%)

Holders
547
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
FT
301
Fiduciary Trust
Massachusetts
$645K
DWM
302
Dynasty Wealth Management
Florida
$638K
D.E. Shaw & Co
303
D.E. Shaw & Co
New York
$635K
FBT
304
First Bank & Trust
South Dakota
$627K
AWM
305
Axxcess Wealth Management
California
$603K
QT
306
Quantbot Technologies
New York
$600K
BHPW
307
Beverly Hills Private Wealth
California
$590K
BEAM
308
Baker Ellis Asset Management
Washington
$589K
SCA
309
Snowden Capital Advisors
New York
$587K
URS
310
Utah Retirement Systems
Utah
$587K
VA
311
Vident Advisory
Georgia
$582K
UBP
312
Union Bancaire Privee
Switzerland
$580K
HIA
313
Harbor Investment Advisory
Maryland
$555K
CAG
314
Csenge Advisory Group
Florida
$554K
MSRPS
315
Maryland State Retirement & Pension System
Maryland
$554K
OIS
316
OneAscent Investment Solutions
Alabama
$554K
QCG
317
Quadrant Capital Group
Ohio
$552K
VAS
318
Vestmark Advisory Solutions
Massachusetts
$543K
CG
319
Cynosure Group
Utah
$522K
EWA
320
EverSource Wealth Advisors
Alabama
$519K
WA
321
Wealth Alliance
New York
$516K
SLAM
322
Swiss Life Asset Management
$511K
ACM
323
Aster Capital Management
United Arab Emirates
$503K
PAG
324
Private Advisor Group
New Jersey
$498K
SPIA
325
Steward Partners Investment Advisory
New York
$490K