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Houlihan Lokey

503 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, 172 increasing their positions, 165 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+55
Holders Change %
+12.28%
% of All Funds
6.7%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
102
Increased
172
Reduced
165
Closed
40
Calls
$6.51M
Puts
$4.78M
Net Calls
+$1.74M
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
351
Serenus Wealth Advisors
California
$280K +$280K +1,610 New
OWM
352
OneAscent Wealth Management
Alabama
$274K -$88K -507 -24%
Cambridge Investment Research Advisors
353
Cambridge Investment Research Advisors
Iowa
$274K +$274K +1,577 New
Wolverine Trading
354
Wolverine Trading
Illinois
$270K +$270K +1,552 New
FTWA
355
Fifth Third Wealth Advisors
Ohio
$268K
ATC
356
Argent Trust Co
Tennessee
$259K -$15.1K -87 -6%
TFS
357
Thoroughbred Financial Services
Tennessee
$259K
NAS
358
Nicolet Advisory Services
Wisconsin
$258K +$11.8K +70 +5%
HKIMG
359
Hutchens & Kramer Investment Management Group
Indiana
$257K -$695 -4 -0.3%
MSAM
360
Moloney Securities Asset Management
Missouri
$256K -$1.74K -10 -0.7%
NRD
361
Nebula Research & Development
New York
$253K +$253K +1,456 New
QCM
362
Quantinno Capital Management
New York
$252K +$252K +1,453 New
VAS
363
Vestmark Advisory Solutions
Massachusetts
$246K -$11.6K -67 -5%
CFO
364
Callan Family Office
Pennsylvania
$245K +$245K +1,413 New
SPIA
365
Steward Partners Investment Advisory
New York
$245K -$12.2K -70 -5%
TW
366
TrinityPoint Wealth
Connecticut
$245K +$245K +1,411 New
SWM
367
Scissortail Wealth Management
Oklahoma
$244K +$243K +1,398 +17,475%
PA
368
PFW Advisors
Georgia
$243K +$243K +1,402 New
RWM
369
Ritholtz Wealth Management
New York
$241K -$5.21K -30 -2%
Nisa Investment Advisors
370
Nisa Investment Advisors
Missouri
$241K +$26K +150 +12%
OIS
371
Okabena Investment Services
Minnesota
$240K
PA
372
Profund Advisors
Maryland
$230K -$35.4K -204 -13%
SC
373
Steph & Co
Wisconsin
$229K -$106K -611 -32%
HNB
374
Huntington National Bank
Ohio
$229K -$20.7K -119 -8%
SAM
375
Strategy Asset Managers
California
$227K +$227K +1,305 New