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Houlihan Lokey

540 hedge funds and large institutions have $10.9B invested in Houlihan Lokey in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 183 increasing their positions, 202 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: $ → $

1% less funds holding

Funds holding: 543540 (-3)

9% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 202

2.95% less ownership

Funds ownership: 102.53%99.58% (-2.9%)

Holders
540
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
OF
326
Optimize Financial
California
$470K
Cambridge Investment Research Advisors
327
Cambridge Investment Research Advisors
Iowa
$470K
Jane Street
328
Jane Street
New York
$467K
VF
329
Vista Finance
Missouri
$457K
TFA
330
Transamerica Financial Advisors
Florida
$454K
Commonwealth Equity Services
331
Commonwealth Equity Services
Massachusetts
$446K
BPA
332
Beacon Pointe Advisors
California
$440K
JCM
333
J2 Capital Management
Michigan
$439K
MFG
334
Merit Financial Group
Georgia
$434K
SCM
335
Sterling Capital Management
North Carolina
$431K
RRA
336
Round Rock Advisors
Connecticut
$426K
CFO
337
Callan Family Office
Pennsylvania
$425K
HAG
338
HighPoint Advisor Group
Illinois
$424K
AAP
339
Arax Advisory Partners
Colorado
$409K
LWAM
340
Legacy Wealth Asset Management
Minnesota
$409K
SCM
341
Shelton Capital Management
Colorado
$395K
BEI
342
Benjamin Edwards Inc
Missouri
$393K
RCAG
343
Rehmann Capital Advisory Group
Michigan
$389K
ECM
344
Evergreen Capital Management
Washington
$389K
AWAU
345
Alliance Wealth Advisors (Utah)
Utah
$378K
AWM
346
AE Wealth Management
Kansas
$378K
TW
347
Trajan Wealth
Arizona
$376K
AB
348
ANB Bank
Colorado
$376K
MOS
349
MGO One Seven
Ohio
$375K
CCWM
350
Cassaday & Co Wealth Management
Virginia
$371K