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Houlihan Lokey

524 hedge funds and large institutions have $8.6B invested in Houlihan Lokey in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 202 increasing their positions, 170 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $5.57M | Put options by funds: $3.29M

47% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 53

19% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 170

4% more funds holding

Funds holding: 505524 (+19)

0.9% less ownership

Funds ownership: 99.5%98.6% (-0.9%)

7% less capital invested

Capital invested by funds: $9.29B → $8.6B (-$687M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
524
Holders Change
+19
Holders Change %
+3.76%
% of All Funds
7.03%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
78
Increased
202
Reduced
170
Closed
53
Calls
$5.57M
Puts
$3.29M
Net Calls
+$2.28M
Net Calls Change
+$539K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
326
Mercer Global Advisors
Colorado
$420K -$4.64K -27 -1%
OWA
327
Outlook Wealth Advisors
Texas
$414K +$2.75K +16 +0.6%
CMF
328
Counterpoint Mutual Funds
California
$409K +$435K +2,531 New
Jane Street
329
Jane Street
New York
$405K -$2.49M -14,522 -85%
VAS
330
Vestmark Advisory Solutions
Massachusetts
$403K +$185K +1,079 +76%
SPIA
331
Steward Partners Investment Advisory
New York
$402K +$185K +1,077 +76%
Allianz Asset Management
332
Allianz Asset Management
Germany
$401K -$332K -1,934 -44%
MSRPS
333
Maryland State Retirement & Pension System
Maryland
$396K -$83.8K -488 -17%
FAIM
334
Financial Advocates Investment Management
Washington
$396K +$11.7K +68 +3%
WCP
335
Wealthcare Capital Partners
Pennsylvania
$372K +$1.37K +8 +0.3%
ProShare Advisors
336
ProShare Advisors
Maryland
$372K -$35.4K -206 -8%
KBC Group
337
KBC Group
Belgium
$371K -$3.02M -17,608 -88%
HAG
338
HighPoint Advisor Group
Illinois
$362K -$2.75K -16 -0.7%
TW
339
Trajan Wealth
Arizona
$360K -$15.5K -90 -4%
Two Sigma Advisers
340
Two Sigma Advisers
New York
$355K +$378K +2,200 New
ET
341
Equitable Trust
Tennessee
$347K
VF
342
Vista Finance
Missouri
$346K +$23.9K +139 +7%
CI Investments Inc
343
CI Investments Inc
Ontario, Canada
$343K +$38.1K +222 +12%
CG
344
Cynosure Group
Utah
$341K +$74.4K +433 +26%
AWAU
345
Alliance Wealth Advisors (Utah)
Utah
$335K +$356K +2,072 New
EWA
346
EverSource Wealth Advisors
Alabama
$331K +$49.8K +290 +16%
VFA
347
Voya Financial Advisors
Connecticut
$326K -$15.8K -92 -4%
VI
348
Versor Investments
New York
$323K -$459K -2,671 -57%
NW
349
NewEdge Wealth
Pennsylvania
$322K -$59.8K -348 -15%
National Bank of Canada
350
National Bank of Canada
Quebec, Canada
$321K +$342K +1,990 New