HLI icon

Houlihan Lokey

540 hedge funds and large institutions have $10.9B invested in Houlihan Lokey in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 183 increasing their positions, 202 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: $ → $

1% less funds holding

Funds holding: 543540 (-3)

9% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 202

2.95% less ownership

Funds ownership: 102.53%99.58% (-2.9%)

Holders
540
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
HKIMG
351
Hutchens & Kramer Investment Management Group
Indiana
$367K
CI Investments Inc
352
CI Investments Inc
Ontario, Canada
$364K
EW
353
Evoke Wealth
California
$354K
BMWM
354
Brown Miller Wealth Management
Virginia
$353K
SWA
355
SFMG Wealth Advisors
Texas
$352K
AT
356
American Trust
Kentucky
$345K
Bessemer Group
357
Bessemer Group
New Jersey
$343K
CIBC Asset Management
358
CIBC Asset Management
Ontario, Canada
$338K
FA
359
Fedenia Advisers
Wisconsin
$335K
OWM
360
OneAscent Wealth Management
Alabama
$332K
SWA
361
Serenus Wealth Advisors
California
$331K
WAG
362
Wallace Advisory Group
California
$323K
NW
363
NewEdge Wealth
Pennsylvania
$319K
FTWA
364
Fifth Third Wealth Advisors
Ohio
$318K
EGM
365
Engineers Gate Manager
New York
$318K
MAM
366
Martingale Asset Management
Massachusetts
$315K
RP
367
Riverwater Partners
Wisconsin
$299K
LAM
368
Longboard Asset Management
Arizona
$299K
FFP
369
FourThought Financial Partners
Florida
$298K
Nisa Investment Advisors
370
Nisa Investment Advisors
Missouri
$296K
AWA
371
Arkadios Wealth Advisors
Georgia
$296K
GRP
372
Global Retirement Partners
California
$290K
SWM
373
Scissortail Wealth Management
Oklahoma
$289K
UB
374
UMB Bank
Missouri
$288K
PA
375
PFW Advisors
Georgia
$288K