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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
SWA
376
SFMG Wealth Advisors
Texas
$309K
EW
377
Evoke Wealth
California
$308K
DWM
378
Diversify Wealth Management
Utah
$306K
RCAG
379
Rehmann Capital Advisory Group
Michigan
$306K
IA
380
IFP Advisors
Florida
$303K
AWM
381
AE Wealth Management
Kansas
$302K
VFA
382
Voya Financial Advisors
Connecticut
$302K
CIBC Asset Management
383
CIBC Asset Management
Ontario, Canada
$296K
SWA
384
Serenus Wealth Advisors
California
$290K
FA
385
Fedenia Advisers
Wisconsin
$287K
QCM
386
Qsemble Capital Management
New York
$286K
OWM
387
OneAscent Wealth Management
Alabama
$283K
BMWM
388
Brown Miller Wealth Management
Virginia
$280K
FTWA
389
Fifth Third Wealth Advisors
Ohio
$279K
Bessemer Group
390
Bessemer Group
New Jersey
$270K
HKIMG
391
Hutchens & Kramer Investment Management Group
Indiana
$265K
RP
392
Riverwater Partners
Wisconsin
$262K
OFS
393
OneAscent Financial Services
Alabama
$259K
Nisa Investment Advisors
394
Nisa Investment Advisors
Missouri
$258K
SWM
395
Scissortail Wealth Management
Oklahoma
$253K
UB
396
UMB Bank
Missouri
$252K
PA
397
PFW Advisors
Georgia
$252K
KBC Group
398
KBC Group
Belgium
$250K
OIS
399
Okabena Investment Services
Minnesota
$249K
RWM
400
Ritholtz Wealth Management
New York
$248K