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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
IAA
401
Independent Advisor Alliance
North Carolina
$242K
Verition Fund Management
402
Verition Fund Management
Connecticut
$241K
HWM
403
HB Wealth Management
Georgia
$240K
MSAM
404
Moloney Securities Asset Management
Missouri
$236K
MFAM
405
Motley Fool Asset Management
Virginia
$235K
MAP
406
Moody Aldrich Partners
Massachusetts
$235K
CL
407
Choreo LLC
Illinois
$234K
DWM
408
Diversify Wealth Management
Utah
$229K
SC
409
Steph & Co
Wisconsin
$229K
CBA
410
Coastal Bridge Advisors
Connecticut
$228K
PS
411
Principal Securities
Iowa
$227K
WDC
412
Woodward Diversified Capital
California
$226K
HNB
413
Huntington National Bank
Ohio
$225K
Lido Advisors
414
Lido Advisors
California
$222K
LIA
415
LBMC Investment Advisors
Tennessee
$219K
AFP
416
Ausdal Financial Partners
Iowa
$219K
AIM
417
Advyzon Investment Management
Illinois
$217K
FPAS
418
Focus Partners Advisor Solutions
Missouri
$213K
TC
419
TownSquare Capital
Utah
$212K
HIS
420
Harvest Investment Services
Illinois
$212K
FCA
421
FLC Capital Advisors
California
$212K
CCM
422
Coldstream Capital Management
Washington
$208K
PFM
423
Premier Fund Managers
United Kingdom
$207K
PA
424
Parallel Advisors
California
$202K
MYIA
425
Mount Yale Investment Advisors
Colorado
$202K