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Houlihan Lokey

503 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, 172 increasing their positions, 165 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+55
Holders Change %
+12.28%
% of All Funds
6.7%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
102
Increased
172
Reduced
165
Closed
40
Calls
$6.51M
Puts
$4.78M
Net Calls
+$1.74M
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Shares
Change %
AF
401
Allworth Financial
California
$111K -$20.1K -108 -15%
C
402
Covestor
United Kingdom
$108K +$696 +4 +0.6%
KI
403
Kapitalo Investimentos
Brazil
$105K +$105K +604 New
MG
404
Mather Group
Illinois
$101K +$20.1K +116 +25%
PPC
405
Park Place Capital
Alabama
$88K
FHA
406
First Horizon Advisors
Tennessee
$81.3K +$4.69K +27 +6%
AIM
407
Anchor Investment Management
South Carolina
$78.1K -$5.38K -31 -6%
PP
408
Pingora Partners
Wyoming
$69.5K -$17.4K -100 -20%
Simplex Trading
409
Simplex Trading
Illinois
$65K +$65K +375 New
VAG
410
VisionPoint Advisory Group
Texas
$62.3K +$62.3K +363 New
S
411
SignatureFD
Georgia
$60.3K +$3.82K +22 +7%
EA
412
Emerald Advisers
Pennsylvania
$59.9K
GSWM
413
Golden State Wealth Management
California
$53K +$53K +305 New
PFBT
414
Parkside Financial Bank & Trust
Missouri
$44.6K +$6.6K +38 +17%
QCG
415
Quadrant Capital Group
Ohio
$42.5K +$3.3K +19 +8%
WWM
416
Wolff Wiese Magana
California
$41.9K
BCWM
417
Bartlett & Co Wealth Management
Ohio
$37.7K
CIAS
418
CBIZ Investment Advisory Services
Ohio
$37.3K -$4.69K -27 -11%
PWA
419
Physician Wealth Advisors
Utah
$34.7K +$34.7K +200 New
GFPC
420
Global Financial Private Client
Florida
$34.2K +$521 +3 +2%
FLP
421
Financial Life Planners
Arizona
$33.2K +$33.2K +191 New
Nomura Asset Management
422
Nomura Asset Management
Japan
$29.5K
AWM
423
Ameliora Wealth Management
Switzerland
$29.3K
PTC
424
Private Trust Company
Ohio
$29.3K +$29.3K +169 New
RA
425
Rise Advisors
New York
$26.6K