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Houlihan Lokey

503 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, 172 increasing their positions, 165 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+55
Holders Change %
+12.28%
% of All Funds
6.7%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
102
Increased
172
Reduced
165
Closed
40
Calls
$6.51M
Puts
$4.78M
Net Calls
+$1.74M
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Shares
Change %
CSS
326
Cubist Systematic Strategies
Connecticut
$353K +$353K +2,035 New
VF
327
Vista Finance
Missouri
$348K +$348K +2,002 New
OFS
328
OneAscent Financial Services
Alabama
$345K -$18.9K -109 -5%
CCWM
329
Cassaday & Co Wealth Management
Virginia
$344K +$3.3K +19 +1%
BWG
330
Berry Wealth Group
Texas
$343K -$40.1K -231 -10%
JCM
331
J2 Capital Management
Michigan
$335K +$335K +1,929 New
AC
332
AXQ Capital
New Jersey
$335K +$335K +1,927 New
CI Investments Inc
333
CI Investments Inc
Ontario, Canada
$331K +$85K +489 +35%
DFCM
334
Dark Forest Capital Management
Puerto Rico
$326K +$326K +1,875 New
PTC
335
Petrus Trust Company
Texas
$318K +$318K +1,833 New
NG
336
Norden Group
Utah
$307K +$34.6K +199 +13%
Commonwealth Equity Services
337
Commonwealth Equity Services
Massachusetts
$306K -$10.2K -59 -3%
EWA
338
EverSource Wealth Advisors
Alabama
$305K +$54.5K +314 +22%
GI
339
GAMMA Investing
California
$300K +$53.3K +307 +22%
AB
340
ANB Bank
Colorado
$300K +$300K +1,726 New
RCAG
341
Rehmann Capital Advisory Group
Michigan
$299K +$5.39K +31 +2%
SWA
342
SFMG Wealth Advisors
Texas
$297K +$521 +3 +0.2%
CG
343
Cynosure Group
Utah
$292K -$101K -584 -26%
FA
344
Fedenia Advisers
Wisconsin
$290K +$290K +1,671 New
FFP
345
FourThought Financial Partners
Florida
$288K -$8.51K -49 -3%
BEI
346
Benjamin Edwards Inc
Missouri
$284K +$15.3K +88 +6%
Bessemer Group
347
Bessemer Group
New Jersey
$283K -$50.6K -291 -15%
AWS
348
Atria Wealth Solutions
New York
$282K +$16.5K +95 +6%
CIBC Asset Management
349
CIBC Asset Management
Ontario, Canada
$281K +$13.4K +77 +5%
RS
350
R Squared
Hong Kong
$281K +$281K +1,617 New