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Houlihan Lokey

448 hedge funds and large institutions have $8.25B invested in Houlihan Lokey in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 157 increasing their positions, 155 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+33
Holders Change %
+7.95%
% of All Funds
6.48%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
71
Increased
157
Reduced
155
Closed
35
Calls
$3.27M
Puts
$1.44M
Net Calls
+$1.83M
Net Calls Change
-$3.79M
Name Holding Trade Value Shares
Change
Shares
Change %
KFI
401
Key Financial Inc
Pennsylvania
$10.6K
BWL
402
Bogart Wealth LLC
Virginia
$9.64K
FFC
403
First Financial Corp
Indiana
$9.48K
WSFS
404
Wilmington Savings Fund Society
Delaware
$9.48K +$9.48K +60 New
AT
405
Arlington Trust
Alabama
$8.85K
WT
406
Washington Trust
Rhode Island
$8.68K +$473 +3 +6%
JFGIW
407
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.38K +$6.48K +41 +342%
VWM
408
Venturi Wealth Management
Texas
$8.22K -$135K -856 -94%
HIA
409
Harbor Investment Advisory
Maryland
$7.9K
LFG
410
Larson Financial Group
Missouri
$7.74K
PCWA
411
Pacific Capital Wealth Advisors
California
$7.59K
OLVIG
412
Oliver Lagore Vanvalin Investment Group
Michigan
$6.64K
CWC
413
Carolinas Wealth Consulting
North Carolina
$6.48K
AAP
414
Arax Advisory Partners
Colorado
$6.32K -$790 -5 -11%
JWA
415
JFS Wealth Advisors
Pennsylvania
$6.16K +$158 +1 +3%
CA
416
CoreCap Advisors
Michigan
$5.37K +$5.37K +34 New
WIM
417
Westside Investment Management
California
$4.72K
RWM
418
Ruedi Wealth Management
Illinois
$4.58K -$4.58K -29 -50%
FFA
419
Frazier Financial Advisors
Ohio
$4.58K -$632 -4 -12%
SS
420
Sunbelt Securities
Texas
$4.58K
NMM
421
Naples Money Management
Florida
$4.43K
FWA
422
FSC Wealth Advisors
New York
$4.11K
HWM
423
Hemington Wealth Management
Virginia
$4K +$4K +25 New
QC
424
Quent Capital
New York
$3.95K -$2.06K -13 -34%
FPF
425
First Pacific Financial
Washington
$3.79K