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Houlihan Lokey

524 hedge funds and large institutions have $8.6B invested in Houlihan Lokey in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 202 increasing their positions, 170 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $5.57M | Put options by funds: $3.29M

47% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 53

19% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 170

4% more funds holding

Funds holding: 505524 (+19)

0.9% less ownership

Funds ownership: 99.5%98.6% (-0.9%)

7% less capital invested

Capital invested by funds: $9.29B → $8.6B (-$687M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
524
Holders Change
+19
Holders Change %
+3.76%
% of All Funds
7.03%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
78
Increased
202
Reduced
170
Closed
53
Calls
$5.57M
Puts
$3.29M
Net Calls
+$2.28M
Net Calls Change
+$539K
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
351
MGO One Seven
Ohio
$317K +$337K +1,963 New
SFS
352
Sowell Financial Services
Arkansas
$313K +$333K +1,939 New
SCM
353
Shelton Capital Management
Colorado
$311K -$22.5K -131 -6%
CCWM
354
Cassaday & Co Wealth Management
Virginia
$300K -$20.4K -119 -6%
LWAM
355
Legacy Wealth Asset Management
Minnesota
$300K +$319K +1,855 New
TRCT
356
Tower Research Capital (TRC)
New York
$298K -$121K -703 -28%
AWM
357
AE Wealth Management
Kansas
$298K +$317K +1,845 New
RS
358
R Squared
Hong Kong
$297K +$38.5K +224 +14%
BWG
359
Berry Wealth Group
Texas
$297K -$24K -140 -7%
AB
360
ANB Bank
Colorado
$284K +$6.01K +35 +2%
MM
361
MQS Management
New York
$281K +$299K +1,739 New
TC
362
TwinBeech Capital
New York
$277K +$295K +1,718 New
Commonwealth Equity Services
363
Commonwealth Equity Services
Massachusetts
$277K -$7.9K -46 -3%
SWA
364
SFMG Wealth Advisors
Texas
$276K -$172 -1 -0.1%
IA
365
IFP Advisors
Florida
$275K +$116K +673 +67%
PA
366
PharVision Advisers
Florida
$274K +$292K +1,698 New
NWAG
367
Net Worth Advisory Group
Utah
$272K -$66K -384 -19%
JCM
368
J2 Capital Management
Michigan
$272K -$41.9K -244 -13%
FFP
369
FourThought Financial Partners
Florida
$271K +$3.44K +20 +1%
CIBC Asset Management
370
CIBC Asset Management
Ontario, Canada
$266K +$4.64K +27 +2%
AWS
371
Atria Wealth Solutions
New York
$263K +$172 +1 +0.1%
FA
372
Fedenia Advisers
Wisconsin
$262K -$8.24K -48 -3%
SWA
373
Serenus Wealth Advisors
California
$260K
TI
374
TrueMark Investments
Illinois
$256K +$272K +1,584 New
FTWA
375
Fifth Third Wealth Advisors
Ohio
$250K +$859 +5 +0.3%