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Houlihan Lokey

540 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, 183 increasing their positions, 202 reducing their positions, and 64 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% less funds holding

Funds holding: 543540 (-3)

9% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 202

2.95% less ownership

Funds ownership: 102.53%99.58% (-2.9%)

Holders
540
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
RWM
376
Ritholtz Wealth Management
New York
$286K
OIS
377
Okabena Investment Services
Minnesota
$284K
TRCT
378
Tower Research Capital (TRC)
New York
$284K
JFG
379
Jefferies Financial Group
New York
$283K
FFM
380
Forum Financial Management
Illinois
$282K
ICA
381
Infrastructure Capital Advisors
New York
$282K
C
382
Covestor
United Kingdom
$279K
VFA
383
Voya Financial Advisors
Connecticut
$273K
BBHC
384
Brown Brothers Harriman & Co
New York
$269K
BWCS
385
Beirne Wealth Consulting Services
Connecticut
$268K
SWP
386
Sagespring Wealth Partners
Tennessee
$263K
PA
387
Profund Advisors
Maryland
$261K
DO
388
denkapparat Operations
Germany
$261K
MYAM
389
Meiji Yasuda Asset Management
Japan
$259K
VT
390
Vise Technologies
New York
$253K
MAS
391
Meeder Advisory Services
Ohio
$253K
OFO
392
OneAscent Family Office
Alabama
$252K
William Blair & Company
393
William Blair & Company
Illinois
$251K
OIA
394
OneDigital Investment Advisors
Kansas
$249K
ICP
395
Impact Capital Partners
Colorado
$247K
FDW
396
Fourth Dimension Wealth
Ohio
$246K
JIC
397
Johnson Investment Counsel
Ohio
$245K
SAM
398
Strategy Asset Managers
California
$244K
KWM
399
Kingsview Wealth Management
Oregon
$243K
SAM
400
Smartleaf Asset Management
Massachusetts
$242K