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Houlihan Lokey

543 hedge funds and large institutions have $9.93B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 209 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

4% more funds holding

Funds holding: 520543 (+23)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 209

Holders
543
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.85M
Puts
$2.48M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JF
351
Jump Financial
Illinois
$414K
Marshall Wace
352
Marshall Wace
United Kingdom
$413K
SCM
353
Sterling Capital Management
North Carolina
$406K
HAG
354
HighPoint Advisor Group
Illinois
$406K
MAM
355
Martingale Asset Management
Massachusetts
$404K
VF
356
Vista Finance
Missouri
$401K
LAM
357
LECAP Asset Management
United Kingdom
$386K
TW
358
Trajan Wealth
Arizona
$381K
KPWS
359
Kestra Private Wealth Services
Texas
$380K
WAG
360
Wallace Advisory Group
California
$377K
AWAU
361
Alliance Wealth Advisors (Utah)
Utah
$374K
CI Investments Inc
362
CI Investments Inc
Ontario, Canada
$356K
MC
363
Machina Capital
France
$354K
SCM
364
Shelton Capital Management
Colorado
$346K
AT
365
American Trust
Kentucky
$346K
LWAM
366
Legacy Wealth Asset Management
Minnesota
$345K
MOS
367
MGO One Seven
Ohio
$340K
NW
368
NewEdge Wealth
Pennsylvania
$337K
AB
369
ANB Bank
Colorado
$335K
A
370
AlphaQuest
New York
$334K
BWG
371
Berry Wealth Group
Texas
$333K
MYIA
372
Mount Yale Investment Advisors
Colorado
$324K
Commonwealth Equity Services
373
Commonwealth Equity Services
Massachusetts
$323K
CCWM
374
Cassaday & Co Wealth Management
Virginia
$321K
NWAG
375
Net Worth Advisory Group
Utah
$315K