HLI icon

Houlihan Lokey

547 hedge funds and large institutions have $10.9B invested in Houlihan Lokey in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 186 increasing their positions, 203 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

0% more funds holding

Funds holding: 546547 (+1)

8% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 203

2.92% less ownership

Funds ownership: 102.56%99.65% (-2.9%)

Holders
547
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.92M
Puts
$1.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Aviva
326
Aviva
United Kingdom
$487K
WCP
327
Wealthcare Capital Partners
Pennsylvania
$476K
ProShare Advisors
328
ProShare Advisors
Maryland
$475K
OF
329
Optimize Financial
California
$470K
Cambridge Investment Research Advisors
330
Cambridge Investment Research Advisors
Iowa
$470K
Jane Street
331
Jane Street
New York
$467K
VF
332
Vista Finance
Missouri
$457K
TFA
333
Transamerica Financial Advisors
Florida
$454K
Commonwealth Equity Services
334
Commonwealth Equity Services
Massachusetts
$446K
BPA
335
Beacon Pointe Advisors
California
$440K
JCM
336
J2 Capital Management
Michigan
$439K
MFG
337
Merit Financial Group
Georgia
$434K
SCM
338
Sterling Capital Management
North Carolina
$431K
RRA
339
Round Rock Advisors
Connecticut
$426K
CFO
340
Callan Family Office
Pennsylvania
$425K
HAG
341
HighPoint Advisor Group
Illinois
$424K
AAP
342
Arax Advisory Partners
Colorado
$409K
LWAM
343
Legacy Wealth Asset Management
Minnesota
$409K
SCM
344
Shelton Capital Management
Colorado
$395K
BEI
345
Benjamin Edwards Inc
Missouri
$393K
RCAG
346
Rehmann Capital Advisory Group
Michigan
$389K
ECM
347
Evergreen Capital Management
Washington
$389K
AWAU
348
Alliance Wealth Advisors (Utah)
Utah
$378K
AWM
349
AE Wealth Management
Kansas
$378K
TW
350
Trajan Wealth
Arizona
$376K