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Houlihan Lokey

543 hedge funds and large institutions have $9.93B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 209 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

4% more funds holding

Funds holding: 520543 (+23)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 209

Holders
543
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.85M
Puts
$2.48M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
326
Dynasty Wealth Management
Florida
$523K
SCA
327
Snowden Capital Advisors
New York
$522K
OIS
328
OneAscent Investment Solutions
Alabama
$519K
URS
329
Utah Retirement Systems
Utah
$514K
SPA
330
Sherbrooke Park Advisers
New York
$513K
AWM
331
Axxcess Wealth Management
California
$505K
MM
332
MQS Management
New York
$486K
VA
333
Vident Advisory
Georgia
$483K
Aviva
334
Aviva
United Kingdom
$483K
Mercer Global Advisors
335
Mercer Global Advisors
Colorado
$471K
Polen Capital Management
336
Polen Capital Management
Florida
$460K
UBP
337
Union Bancaire Privee
Switzerland
$458K
CG
338
Cynosure Group
Utah
$458K
OWA
339
Outlook Wealth Advisors
Texas
$453K
SPIA
340
Steward Partners Investment Advisory
New York
$451K
QCG
341
Quadrant Capital Group
Ohio
$449K
WA
342
Wealth Alliance
New York
$445K
MSRPS
343
Maryland State Retirement & Pension System
Maryland
$441K
EWA
344
EverSource Wealth Advisors
Alabama
$432K
PAG
345
Private Advisor Group
New Jersey
$431K
ProShare Advisors
346
ProShare Advisors
Maryland
$429K
MFG
347
Merit Financial Group
Georgia
$423K
Capstone Investment Advisors
348
Capstone Investment Advisors
New York
$418K
JCM
349
J2 Capital Management
Michigan
$417K
WCP
350
Wealthcare Capital Partners
Pennsylvania
$416K