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Houlihan Lokey

520 hedge funds and large institutions have $8.49B invested in Houlihan Lokey in 2025 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 199 increasing their positions, 169 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+17
Holders Change %
+3.38%
% of All Funds
7.06%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
79
Increased
199
Reduced
169
Closed
53
Calls
$5.57M
Puts
$3.3M
Net Calls
+$2.28M
Net Calls Change
+$539K
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
401
Strategy Asset Managers
California
$201K -$10.2K -63 -5%
SC
402
Steph & Co
Wisconsin
$200K -$13.1K -81 -6%
MCM
403
Manchester Capital Management
Vermont
$192K +$8.24K +51 +4%
PS
404
Principal Securities
Iowa
$182K
SAM
405
Smartleaf Asset Management
Massachusetts
$173K +$2.21K +14 +1%
CCM
406
Coldstream Capital Management
Washington
$167K +$167K +1,032 New
C
407
Covestor
United Kingdom
$160K +$59.6K +369 +59%
AF
408
Advisornet Financial
Minnesota
$142K +$3.39K +21 +2%
Northwestern Mutual Wealth Management
409
Northwestern Mutual Wealth Management
Wisconsin
$140K -$39.7K -246 -22%
LC
410
Lindbrook Capital
California
$140K +$117K +726 +522%
PA
411
Parallel Advisors
California
$132K +$16.5K +102 +14%
PPC
412
Park Place Capital
Alabama
$121K +$39.1K +242 +48%
S
413
SignatureFD
Georgia
$104K +$48K +297 +86%
AF
414
Allworth Financial
California
$102K +$6.4K +40 +7%
MG
415
Mather Group
Illinois
$101K +$6.46K +40 +7%
BBHC
416
Brown Brothers Harriman & Co
New York
$90.9K -$14.9K -92 -14%
QL
417
Quarry LP
New York
$90.6K +$90.6K +561 New
FHA
418
First Horizon Advisors
Tennessee
$88.8K +$13.2K +82 +18%
HFM
419
Harvest Fund Management
China
$84K -$475K -2,947 -85%
BAMF
420
BI Asset Management Fondsmaeglerselskab
Denmark
$81K +$81K +500 New
AIM
421
Anchor Investment Management
South Carolina
$72.7K
FFA
422
Farther Finance Advisors
California
$64.7K -$96.5K -588 -60%
EB
423
Eastern Bank
Massachusetts
$64.6K +$64.6K +400 New
VCM
424
Versant Capital Management
Arizona
$58.6K +$51.7K +320 +744%
EA
425
Emerald Advisers
Pennsylvania
$55.7K