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Houlihan Lokey

542 hedge funds and large institutions have $9.92B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 208 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
+22
Holders Change %
+4.23%
% of All Funds
7.27%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
79
Increased
188
Reduced
208
Closed
52
Calls
$3.85M
Puts
$2.48M
Net Calls
+$1.37M
Net Calls Change
-$908K
Name Holding Trade Value Shares
Change
Shares
Change %
Marshall Wace
351
Marshall Wace
United Kingdom
$413K +$413K +2,297 New
SCM
352
Sterling Capital Management
North Carolina
$406K -$75.6K -420 -16%
HAG
353
HighPoint Advisor Group
Illinois
$406K +$4.32K +24 +1%
MAM
354
Martingale Asset Management
Massachusetts
$404K -$387K -2,150 -49%
VF
355
Vista Finance
Missouri
$401K +$15.7K +87 +4%
LAM
356
LECAP Asset Management
United Kingdom
$386K -$1.51M -8,385 -80%
TW
357
Trajan Wealth
Arizona
$381K -$20.9K -116 -5%
KPWS
358
Kestra Private Wealth Services
Texas
$380K -$795K -4,420 -68%
WAG
359
Wallace Advisory Group
California
$377K +$177K +1,097 +89%
AWAU
360
Alliance Wealth Advisors (Utah)
Utah
$374K +$720 +4 +0.2%
CI Investments Inc
361
CI Investments Inc
Ontario, Canada
$356K -$26.6K -148 -7%
MC
362
Machina Capital
France
$354K +$354K +1,969 New
SCM
363
Shelton Capital Management
Colorado
$346K
AT
364
American Trust
Kentucky
$346K +$346K +1,920 New
LWAM
365
Legacy Wealth Asset Management
Minnesota
$345K +$11K +61 +3%
MOS
366
MGO One Seven
Ohio
$340K -$12.8K -71 -4%
NW
367
NewEdge Wealth
Pennsylvania
$337K -$40.4K -213 -11%
AB
368
ANB Bank
Colorado
$335K +$18.2K +101 +6%
A
369
AlphaQuest
New York
$334K -$390K -2,170 -54%
BWG
370
Berry Wealth Group
Texas
$333K +$2.34K +13 +0.7%
MYIA
371
Mount Yale Investment Advisors
Colorado
$324K -$365K -2,028 -53%
Commonwealth Equity Services
372
Commonwealth Equity Services
Massachusetts
$323K +$13.9K +77 +4%
CCWM
373
Cassaday & Co Wealth Management
Virginia
$321K -$13.9K -77 -4%
NWAG
374
Net Worth Advisory Group
Utah
$315K +$11.3K +63 +4%
SWA
375
SFMG Wealth Advisors
Texas
$309K +$900 +5 +0.3%