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Houlihan Lokey

505 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, 174 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 41

36% more call options, than puts

Call options by funds: $6.51M | Put options by funds: $4.78M

12% more funds holding

Funds holding: 451505 (+54)

11% more capital invested

Capital invested by funds: $8.36B → $9.29B (+$931M)

5% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 165

0.2% more ownership

Funds ownership: 99.3%99.5% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
505
Holders Change
+54
Holders Change %
+11.97%
% of All Funds
6.65%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
102
Increased
174
Reduced
165
Closed
41
Calls
$6.51M
Puts
$4.78M
Net Calls
+$1.74M
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
326
Shelton Capital Management
Colorado
$357K
CSS
327
Cubist Systematic Strategies
Connecticut
$353K +$358K +2,035 New
VF
328
Vista Finance
Missouri
$348K +$353K +2,002 New
OFS
329
OneAscent Financial Services
Alabama
$345K -$19.2K -109 -5%
CCWM
330
Cassaday & Co Wealth Management
Virginia
$344K +$3.35K +19 +1%
BWG
331
Berry Wealth Group
Texas
$343K -$40.7K -231 -10%
JCM
332
J2 Capital Management
Michigan
$335K +$340K +1,929 New
AC
333
AXQ Capital
New Jersey
$335K +$339K +1,927 New
CI Investments Inc
334
CI Investments Inc
Ontario, Canada
$331K +$86.1K +489 +35%
DFCM
335
Dark Forest Capital Management
Puerto Rico
$326K +$330K +1,875 New
PTC
336
Petrus Trust Company
Texas
$318K +$323K +1,833 New
NG
337
Norden Group
Utah
$307K +$35K +199 +13%
Commonwealth Equity Services
338
Commonwealth Equity Services
Massachusetts
$306K -$10.4K -59 -3%
EWA
339
EverSource Wealth Advisors
Alabama
$305K +$55.3K +314 +22%
GI
340
GAMMA Investing
California
$300K +$54.1K +307 +22%
AB
341
ANB Bank
Colorado
$300K +$304K +1,726 New
RCAG
342
Rehmann Capital Advisory Group
Michigan
$299K +$5.46K +31 +2%
SWA
343
SFMG Wealth Advisors
Texas
$297K +$528 +3 +0.2%
CG
344
Cynosure Group
Utah
$292K -$103K -584 -26%
FA
345
Fedenia Advisers
Wisconsin
$290K +$294K +1,671 New
FFP
346
FourThought Financial Partners
Florida
$288K -$8.63K -49 -3%
BEI
347
Benjamin Edwards Inc
Missouri
$284K +$15.5K +88 +6%
Bessemer Group
348
Bessemer Group
New Jersey
$283K -$51.2K -291 -15%
AWS
349
Atria Wealth Solutions
New York
$282K +$16.7K +95 +6%
CIBC Asset Management
350
CIBC Asset Management
Ontario, Canada
$281K +$13.6K +77 +5%