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Houlihan Lokey

550 hedge funds and large institutions have $10.9B invested in Houlihan Lokey in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 187 increasing their positions, 204 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

1% more funds holding

Funds holding: 546550 (+4)

8% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 204

2.87% less ownership

Funds ownership: 102.52%99.65% (-2.9%)

Holders
550
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.92M
Puts
$1.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDW
401
Fourth Dimension Wealth
Ohio
$246K
JIC
402
Johnson Investment Counsel
Ohio
$245K
SAM
403
Strategy Asset Managers
California
$244K
KWM
404
Kingsview Wealth Management
Oregon
$243K
SAM
405
Smartleaf Asset Management
Massachusetts
$242K
IAA
406
Independent Advisor Alliance
North Carolina
$242K
Verition Fund Management
407
Verition Fund Management
Connecticut
$241K
HWM
408
HB Wealth Management
Georgia
$240K
MSAM
409
Moloney Securities Asset Management
Missouri
$236K
MFAM
410
Motley Fool Asset Management
Virginia
$235K
MAP
411
Moody Aldrich Partners
Massachusetts
$235K
CL
412
Choreo LLC
Illinois
$234K
DWM
413
Diversify Wealth Management
Utah
$229K
SC
414
Steph & Co
Wisconsin
$229K
CBA
415
Coastal Bridge Advisors
Connecticut
$228K
PS
416
Principal Securities
Iowa
$227K
WDC
417
Woodward Diversified Capital
California
$226K
HNB
418
Huntington National Bank
Ohio
$225K
Lido Advisors
419
Lido Advisors
California
$222K
LIA
420
LBMC Investment Advisors
Tennessee
$219K
AFP
421
Ausdal Financial Partners
Iowa
$219K
AIM
422
Advyzon Investment Management
Illinois
$217K
FPAS
423
Focus Partners Advisor Solutions
Missouri
$213K
TC
424
TownSquare Capital
Utah
$212K
HIS
425
Harvest Investment Services
Illinois
$212K