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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
AWA
376
Arkadios Wealth Advisors
Georgia
$296K
GRP
377
Global Retirement Partners
California
$290K
SWM
378
Scissortail Wealth Management
Oklahoma
$289K
UB
379
UMB Bank
Missouri
$288K
PA
380
PFW Advisors
Georgia
$288K
RWM
381
Ritholtz Wealth Management
New York
$286K
OIS
382
Okabena Investment Services
Minnesota
$284K
TRCT
383
Tower Research Capital (TRC)
New York
$284K
JFG
384
Jefferies Financial Group
New York
$283K
FFM
385
Forum Financial Management
Illinois
$282K
ICA
386
Infrastructure Capital Advisors
New York
$282K
C
387
Covestor
United Kingdom
$279K
VFA
388
Voya Financial Advisors
Connecticut
$273K
BBHC
389
Brown Brothers Harriman & Co
New York
$269K
BWCS
390
Beirne Wealth Consulting Services
Connecticut
$268K
SWP
391
Sagespring Wealth Partners
Tennessee
$263K
PA
392
Profund Advisors
Maryland
$261K
DO
393
denkapparat Operations
Germany
$261K
MYAM
394
Meiji Yasuda Asset Management
Japan
$259K
VT
395
Vise Technologies
New York
$253K
MAS
396
Meeder Advisory Services
Ohio
$253K
OFO
397
OneAscent Family Office
Alabama
$252K
William Blair & Company
398
William Blair & Company
Illinois
$251K
OIA
399
OneDigital Investment Advisors
Kansas
$249K
ICP
400
Impact Capital Partners
Colorado
$247K