HLI icon

Houlihan Lokey

547 hedge funds and large institutions have $10.9B invested in Houlihan Lokey in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 186 increasing their positions, 203 reducing their positions, and 64 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: $ → $

0% more funds holding

Funds holding: 546547 (+1)

8% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 203

2.92% less ownership

Funds ownership: 102.56%99.65% (-2.9%)

Holders
547
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
JIC
401
Johnson Investment Counsel
Ohio
$245K
SAM
402
Strategy Asset Managers
California
$244K
KWM
403
Kingsview Wealth Management
Oregon
$243K
SAM
404
Smartleaf Asset Management
Massachusetts
$242K
IAA
405
Independent Advisor Alliance
North Carolina
$242K
Verition Fund Management
406
Verition Fund Management
Connecticut
$241K
HWM
407
HB Wealth Management
Georgia
$240K
MSAM
408
Moloney Securities Asset Management
Missouri
$236K
MFAM
409
Motley Fool Asset Management
Virginia
$235K
MAP
410
Moody Aldrich Partners
Massachusetts
$235K
CL
411
Choreo LLC
Illinois
$234K
DWM
412
Diversify Wealth Management
Utah
$229K
SC
413
Steph & Co
Wisconsin
$229K
CBA
414
Coastal Bridge Advisors
Connecticut
$228K
PS
415
Principal Securities
Iowa
$227K
WDC
416
Woodward Diversified Capital
California
$226K
HNB
417
Huntington National Bank
Ohio
$225K
Lido Advisors
418
Lido Advisors
California
$222K
LIA
419
LBMC Investment Advisors
Tennessee
$219K
AFP
420
Ausdal Financial Partners
Iowa
$219K
AIM
421
Advyzon Investment Management
Illinois
$217K
FPAS
422
Focus Partners Advisor Solutions
Missouri
$213K
TC
423
TownSquare Capital
Utah
$212K
HIS
424
Harvest Investment Services
Illinois
$212K
FCA
425
FLC Capital Advisors
California
$212K