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Houlihan Lokey

546 hedge funds and large institutions have $9.93B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 190 increasing their positions, 209 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:

5% more funds holding

Funds holding: 522546 (+24)

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: 209

Holders
546
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
OIS
401
Okabena Investment Services
Minnesota
$249K
RWM
402
Ritholtz Wealth Management
New York
$248K
SC
403
SummitTX Capital
Texas
$235K
MYAM
404
Meiji Yasuda Asset Management
Japan
$233K
SCM
405
SCS Capital Management
Massachusetts
$231K
1C
406
111 Capital
France
$231K
OIA
407
OneDigital Investment Advisors
Kansas
$228K
JFG
408
Jefferies Financial Group
New York
$228K
PA
409
Profund Advisors
Maryland
$224K
MA
410
Mutual Advisors
Nebraska
$222K
SAM
411
Strategy Asset Managers
California
$222K
GRP
412
Global Retirement Partners
California
$220K
ICP
413
Impact Capital Partners
Colorado
$220K
RS
414
R Squared
Hong Kong
$220K
MAS
415
Meeder Advisory Services
Ohio
$217K
OFO
416
OneAscent Family Office
Alabama
$215K
CC
417
Corton Capital
Ontario, Canada
$214K
MCM
418
Manchester Capital Management
Vermont
$214K
JIC
419
Johnson Investment Counsel
Ohio
$212K
MSAM
420
Moloney Securities Asset Management
Missouri
$211K
IAA
421
Independent Advisor Alliance
North Carolina
$205K
FFM
422
Forum Financial Management
Illinois
$205K
HIS
423
Harvest Investment Services
Illinois
$205K
C
424
Covestor
United Kingdom
$204K
MFAM
425
Motley Fool Asset Management
Virginia
$203K