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Houlihan Lokey

520 hedge funds and large institutions have $8.49B invested in Houlihan Lokey in 2025 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 199 increasing their positions, 169 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+17
Holders Change %
+3.38%
% of All Funds
7.06%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
79
Increased
199
Reduced
169
Closed
53
Calls
$5.57M
Puts
$3.3M
Net Calls
+$2.28M
Net Calls Change
+$539K
Name Holding Trade Value Shares
Change
Shares
Change %
Jane Street
326
Jane Street
New York
$405K -$2.35M -14,522 -85%
VAS
327
Vestmark Advisory Solutions
Massachusetts
$403K +$174K +1,079 +76%
SPIA
328
Steward Partners Investment Advisory
New York
$402K +$174K +1,077 +76%
Allianz Asset Management
329
Allianz Asset Management
Germany
$401K -$312K -1,934 -44%
MSRPS
330
Maryland State Retirement & Pension System
Maryland
$396K -$78.8K -488 -17%
FAIM
331
Financial Advocates Investment Management
Washington
$396K +$11K +68 +3%
WCP
332
Wealthcare Capital Partners
Pennsylvania
$372K +$1.29K +8 +0.3%
ProShare Advisors
333
ProShare Advisors
Maryland
$372K -$33.3K -206 -8%
KBC Group
334
KBC Group
Belgium
$371K -$2.85M -17,608 -88%
HAG
335
HighPoint Advisor Group
Illinois
$362K -$2.6K -16 -0.7%
TW
336
Trajan Wealth
Arizona
$360K -$14.5K -90 -4%
Two Sigma Advisers
337
Two Sigma Advisers
New York
$355K +$355K +2,200 New
ET
338
Equitable Trust
Tennessee
$347K
VF
339
Vista Finance
Missouri
$346K +$22.4K +139 +7%
CI Investments Inc
340
CI Investments Inc
Ontario, Canada
$343K +$35.8K +222 +12%
CG
341
Cynosure Group
Utah
$341K +$69.9K +433 +26%
AWAU
342
Alliance Wealth Advisors (Utah)
Utah
$335K +$335K +2,072 New
EWA
343
EverSource Wealth Advisors
Alabama
$331K +$46.8K +290 +16%
VFA
344
Voya Financial Advisors
Connecticut
$326K -$14.5K -92 -4%
VI
345
Versor Investments
New York
$323K -$431K -2,671 -57%
NW
346
NewEdge Wealth
Pennsylvania
$322K -$56.2K -348 -15%
National Bank of Canada
347
National Bank of Canada
Quebec, Canada
$321K +$321K +1,990 New
MOS
348
MGO One Seven
Ohio
$317K +$317K +1,963 New
SFS
349
Sowell Financial Services
Arkansas
$313K +$313K +1,939 New
SCM
350
Shelton Capital Management
Colorado
$311K -$21.2K -131 -6%