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Houlihan Lokey

505 hedge funds and large institutions have $9.29B invested in Houlihan Lokey in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 174 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 41

36% more call options, than puts

Call options by funds: $6.51M | Put options by funds: $4.78M

12% more funds holding

Funds holding: 451505 (+54)

11% more capital invested

Capital invested by funds: $8.36B → $9.29B (+$931M)

5% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 165

0.2% more ownership

Funds ownership: 99.3%99.5% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
505
Holders Change
+54
Holders Change %
+11.97%
% of All Funds
6.65%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
102
Increased
174
Reduced
165
Closed
41
Calls
$6.51M
Puts
$4.78M
Net Calls
+$1.74M
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Change in
Stake
RS
351
R Squared
Hong Kong
$281K +$285K +1,617 New
SWA
352
Serenus Wealth Advisors
California
$280K +$284K +1,610 New
OWM
353
OneAscent Wealth Management
Alabama
$274K -$89.3K -507 -24%
Cambridge Investment Research Advisors
354
Cambridge Investment Research Advisors
Iowa
$274K +$278K +1,577 New
Wolverine Trading
355
Wolverine Trading
Illinois
$270K +$273K +1,552 New
FTWA
356
Fifth Third Wealth Advisors
Ohio
$268K
ATC
357
Argent Trust Co
Tennessee
$259K -$15.3K -87 -6%
TFS
358
Thoroughbred Financial Services
Tennessee
$259K
NAS
359
Nicolet Advisory Services
Wisconsin
$258K +$12.3K +70 +5%
HKIMG
360
Hutchens & Kramer Investment Management Group
Indiana
$257K -$704 -4 -0.3%
MSAM
361
Moloney Securities Asset Management
Missouri
$256K -$1.76K -10 -0.7%
NRD
362
Nebula Research & Development
New York
$253K +$256K +1,456 New
QCM
363
Quantinno Capital Management
New York
$252K +$256K +1,453 New
VAS
364
Vestmark Advisory Solutions
Massachusetts
$246K -$11.8K -67 -5%
CFO
365
Callan Family Office
Pennsylvania
$245K +$249K +1,413 New
SPIA
366
Steward Partners Investment Advisory
New York
$245K -$12.3K -70 -5%
TW
367
TrinityPoint Wealth
Connecticut
$245K +$248K +1,411 New
SWM
368
Scissortail Wealth Management
Oklahoma
$244K +$246K +1,398 +17,475%
PA
369
PFW Advisors
Georgia
$243K +$247K +1,402 New
RWM
370
Ritholtz Wealth Management
New York
$241K -$5.28K -30 -2%
Nisa Investment Advisors
371
Nisa Investment Advisors
Missouri
$241K +$26.4K +150 +12%
OIS
372
Okabena Investment Services
Minnesota
$240K
PA
373
Profund Advisors
Maryland
$230K -$35.9K -204 -13%
SC
374
Steph & Co
Wisconsin
$229K -$108K -611 -32%
HNB
375
Huntington National Bank
Ohio
$229K -$21K -119 -8%