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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
CFO
376
Callan Family Office
Pennsylvania
$242K +$14.9K +87 +6%
CFM
377
Crawford Fund Management
Massachusetts
$242K +$258K +1,500 New
Bessemer Group
378
Bessemer Group
New Jersey
$242K -$22K -128 -8%
TFS
379
Thoroughbred Financial Services
Tennessee
$241K
OWM
380
OneAscent Wealth Management
Alabama
$240K -$16.1K -94 -6%
HKIMG
381
Hutchens & Kramer Investment Management Group
Indiana
$239K
RCAG
382
Rehmann Capital Advisory Group
Michigan
$239K -$41.7K -243 -14%
RP
383
Riverwater Partners
Wisconsin
$235K -$174K -1,014 -41%
CBA
384
Coastal Bridge Advisors
Connecticut
$234K +$249K +1,451 New
DWM
385
Diversify Wealth Management
Utah
$231K +$244K +1,423 New
SWM
386
Scissortail Wealth Management
Oklahoma
$227K
MSAM
387
Moloney Securities Asset Management
Missouri
$227K -$12.4K -72 -5%
PA
388
PFW Advisors
Georgia
$226K
RWM
389
Ritholtz Wealth Management
New York
$225K +$859 +5 +0.4%
Nisa Investment Advisors
390
Nisa Investment Advisors
Missouri
$224K
BMWM
391
Brown Miller Wealth Management
Virginia
$224K +$238K +1,385 New
OIS
392
Okabena Investment Services
Minnesota
$223K
UB
393
UMB Bank
Missouri
$222K +$80.7K +470 +52%
SCM
394
SCS Capital Management
Massachusetts
$219K +$233K +1,355 New
CC
395
Corton Capital
Ontario, Canada
$218K +$232K +1,352 New
WAG
396
Wallace Advisory Group
California
$215K +$212K +1,236 New
PA
397
Profund Advisors
Maryland
$213K -$1.03K -6 -0.5%
SG Americas Securities
398
SG Americas Securities
New York
$213K -$2.88M -16,760 -93%
HNB
399
Huntington National Bank
Ohio
$211K -$2.06K -12 -0.9%
OIA
400
OneDigital Investment Advisors
Kansas
$210K +$224K +1,303 New