We are live on ! Find out more
HLI icon

Houlihan Lokey

524 hedge funds and large institutions have $8.6B invested in Houlihan Lokey in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 202 increasing their positions, 170 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $5.57M | Put options by funds: $3.29M

47% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 53

19% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 170

4% more funds holding

Funds holding: 505524 (+19)

0.9% less ownership

Funds ownership: 99.5%98.6% (-0.9%)

7% less capital invested

Capital invested by funds: $9.29B → $8.6B (-$687M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
524
Holders Change
+19
Holders Change %
+3.76%
% of All Funds
7.03%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
78
Increased
202
Reduced
170
Closed
53
Calls
$5.57M
Puts
$3.29M
Net Calls
+$2.28M
Net Calls Change
+$539K
Name Holding Trade Value Shares
Change
Change in
Stake
ICP
401
Impact Capital Partners
Colorado
$210K +$224K +1,303 New
VRS
402
Virginia Retirement Systems
Virginia
$210K +$223K +1,300 New
MYAM
403
Meiji Yasuda Asset Management
Japan
$209K -$1.72K -10 -0.8%
SAM
404
Strategy Asset Managers
California
$201K -$10.8K -63 -5%
SC
405
Steph & Co
Wisconsin
$200K -$13.9K -81 -6%
MCM
406
Manchester Capital Management
Vermont
$192K +$8.76K +51 +4%
PS
407
Principal Securities
Iowa
$182K
SAM
408
Smartleaf Asset Management
Massachusetts
$173K +$2.4K +14 +1%
CCM
409
Coldstream Capital Management
Washington
$167K +$177K +1,032 New
C
410
Covestor
United Kingdom
$160K +$63.4K +369 +59%
AF
411
Advisornet Financial
Minnesota
$142K +$3.61K +21 +2%
Northwestern Mutual Wealth Management
412
Northwestern Mutual Wealth Management
Wisconsin
$140K -$42.3K -246 -22%
LC
413
Lindbrook Capital
California
$140K +$125K +726 +522%
PA
414
Parallel Advisors
California
$132K +$17.5K +102 +14%
PPC
415
Park Place Capital
Alabama
$121K +$41.6K +242 +48%
S
416
SignatureFD
Georgia
$104K +$51K +297 +86%
AF
417
Allworth Financial
California
$102K +$6.87K +40 +7%
MG
418
Mather Group
Illinois
$101K +$6.87K +40 +7%
BBHC
419
Brown Brothers Harriman & Co
New York
$90.9K -$15.8K -92 -14%
QL
420
Quarry LP
New York
$90.6K +$96.4K +561 New
FHA
421
First Horizon Advisors
Tennessee
$88.8K +$14.1K +82 +18%
HFM
422
Harvest Fund Management
China
$84K -$506K -2,947 -85%
BAMF
423
BI Asset Management Fondsmaeglerselskab
Denmark
$81K +$85.9K +500 New
AIM
424
Anchor Investment Management
South Carolina
$72.7K
FFA
425
Farther Finance Advisors
California
$64.7K -$101K -588 -60%