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Houlihan Lokey

544 hedge funds and large institutions have $9.93B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 190 increasing their positions, 208 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

4% more funds holding

Funds holding: 521544 (+23)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 208

Holders
544
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.85M
Puts
$2.48M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
401
Ritholtz Wealth Management
New York
$248K
SC
402
SummitTX Capital
Texas
$235K
MYAM
403
Meiji Yasuda Asset Management
Japan
$233K
SCM
404
SCS Capital Management
Massachusetts
$231K
1C
405
111 Capital
France
$231K
OIA
406
OneDigital Investment Advisors
Kansas
$228K
JFG
407
Jefferies Financial Group
New York
$228K
PA
408
Profund Advisors
Maryland
$224K
MA
409
Mutual Advisors
Nebraska
$222K
SAM
410
Strategy Asset Managers
California
$222K
GRP
411
Global Retirement Partners
California
$220K
ICP
412
Impact Capital Partners
Colorado
$220K
RS
413
R Squared
Hong Kong
$220K
MAS
414
Meeder Advisory Services
Ohio
$217K
OFO
415
OneAscent Family Office
Alabama
$215K
CC
416
Corton Capital
Ontario, Canada
$214K
MCM
417
Manchester Capital Management
Vermont
$214K
JIC
418
Johnson Investment Counsel
Ohio
$212K
MSAM
419
Moloney Securities Asset Management
Missouri
$211K
IAA
420
Independent Advisor Alliance
North Carolina
$205K
FFM
421
Forum Financial Management
Illinois
$205K
HIS
422
Harvest Investment Services
Illinois
$205K
C
423
Covestor
United Kingdom
$204K
MFAM
424
Motley Fool Asset Management
Virginia
$203K
VT
425
Vise Technologies
New York
$200K