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Houlihan Lokey

505 hedge funds and large institutions have $9.29B invested in Houlihan Lokey in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 174 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 41

36% more call options, than puts

Call options by funds: $6.51M | Put options by funds: $4.78M

12% more funds holding

Funds holding: 451505 (+54)

11% more capital invested

Capital invested by funds: $8.36B → $9.29B (+$931M)

5% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 165

0.2% more ownership

Funds ownership: 99.3%99.5% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
505
Holders Change
+54
Holders Change %
+11.97%
% of All Funds
6.65%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
102
Increased
174
Reduced
165
Closed
41
Calls
$6.51M
Puts
$4.78M
Net Calls
+$1.74M
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
401
Brown Brothers Harriman & Co
New York
$114K +$91K +517 +375%
AF
402
Allworth Financial
California
$111K -$19K -108 -15%
C
403
Covestor
United Kingdom
$108K +$704 +4 +0.6%
KI
404
Kapitalo Investimentos
Brazil
$105K +$106K +604 New
MG
405
Mather Group
Illinois
$101K +$20.4K +116 +25%
PPC
406
Park Place Capital
Alabama
$88K
FHA
407
First Horizon Advisors
Tennessee
$81.3K +$4.75K +27 +6%
AIM
408
Anchor Investment Management
South Carolina
$78.1K -$5.46K -31 -6%
PP
409
Pingora Partners
Wyoming
$69.5K -$17.6K -100 -20%
Simplex Trading
410
Simplex Trading
Illinois
$65K +$66K +375 New
VAG
411
VisionPoint Advisory Group
Texas
$62.3K +$63.9K +363 New
S
412
SignatureFD
Georgia
$60.3K +$3.87K +22 +7%
EA
413
Emerald Advisers
Pennsylvania
$59.9K
GSWM
414
Golden State Wealth Management
California
$53K +$53.7K +305 New
CWP
415
Clark Wealth Partners
Illinois
$47.8K +$48.4K +275 New
PFBT
416
Parkside Financial Bank & Trust
Missouri
$44.6K +$6.69K +38 +17%
QCG
417
Quadrant Capital Group
Ohio
$42.5K +$3.35K +19 +8%
WWM
418
Wolff Wiese Magana
California
$41.9K
BCWM
419
Bartlett & Co Wealth Management
Ohio
$37.7K
CIAS
420
CBIZ Investment Advisory Services
Ohio
$37.3K -$4.75K -27 -11%
PWA
421
Physician Wealth Advisors
Utah
$34.7K +$35.2K +200 New
GFPC
422
Global Financial Private Client
Florida
$34.2K +$528 +3 +2%
FLP
423
Financial Life Planners
Arizona
$33.2K +$33.6K +191 New
Nomura Asset Management
424
Nomura Asset Management
Japan
$29.5K
AWM
425
Ameliora Wealth Management
Switzerland
$29.3K