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Houlihan Lokey

550 hedge funds and large institutions have $10.9B invested in Houlihan Lokey in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 187 increasing their positions, 204 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

1% more funds holding

Funds holding: 546550 (+4)

8% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 204

2.87% less ownership

Funds ownership: 102.52%99.65% (-2.9%)

Holders
550
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.92M
Puts
$1.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AB
351
ANB Bank
Colorado
$376K
MOS
352
MGO One Seven
Ohio
$375K
CCWM
353
Cassaday & Co Wealth Management
Virginia
$371K
HKIMG
354
Hutchens & Kramer Investment Management Group
Indiana
$367K
CI Investments Inc
355
CI Investments Inc
Ontario, Canada
$364K
EW
356
Evoke Wealth
California
$354K
BMWM
357
Brown Miller Wealth Management
Virginia
$353K
SWA
358
SFMG Wealth Advisors
Texas
$352K
AT
359
American Trust
Kentucky
$345K
Bessemer Group
360
Bessemer Group
New Jersey
$343K
CIBC Asset Management
361
CIBC Asset Management
Ontario, Canada
$338K
FA
362
Fedenia Advisers
Wisconsin
$335K
IA
363
IFP Advisors
Florida
$333K
OWM
364
OneAscent Wealth Management
Alabama
$332K
SWA
365
Serenus Wealth Advisors
California
$331K
WAG
366
Wallace Advisory Group
California
$323K
KBC Group
367
KBC Group
Belgium
$320K
NW
368
NewEdge Wealth
Pennsylvania
$319K
FTWA
369
Fifth Third Wealth Advisors
Ohio
$318K
EGM
370
Engineers Gate Manager
New York
$318K
MAM
371
Martingale Asset Management
Massachusetts
$315K
RP
372
Riverwater Partners
Wisconsin
$299K
LAM
373
Longboard Asset Management
Arizona
$299K
FFP
374
FourThought Financial Partners
Florida
$298K
Nisa Investment Advisors
375
Nisa Investment Advisors
Missouri
$296K