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Houlihan Lokey

542 hedge funds and large institutions have $9.92B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 208 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
+22
Holders Change %
+4.23%
% of All Funds
7.27%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
79
Increased
188
Reduced
208
Closed
52
Calls
$3.85M
Puts
$2.48M
Net Calls
+$1.37M
Net Calls Change
-$908K
Name Holding Trade Value Shares
Change
Shares
Change %
SC
426
Steph & Co
Wisconsin
$194K -$28.4K -158 -13%
HNB
427
Huntington National Bank
Ohio
$191K -$43.9K -244 -19%
AF
428
Advisornet Financial
Minnesota
$162K +$3.42K +19 +2%
FDW
429
Fourth Dimension Wealth
Ohio
$162K +$162K +898 New
AF
430
Allworth Financial
California
$160K +$45.2K +251 +39%
Northwestern Mutual Wealth Management
431
Northwestern Mutual Wealth Management
Wisconsin
$159K +$3.42K +19 +2%
BBHC
432
Brown Brothers Harriman & Co
New York
$145K +$43.4K +241 +43%
PA
433
Parallel Advisors
California
$143K -$4.68K -26 -3%
PCM
434
Penserra Capital Management
California
$137K +$137K +762 New
PPC
435
Park Place Capital
Alabama
$133K -$2.72K -15 -2%
BIG
436
Brooklyn Investment Group
New York
$128K +$90.9K +505 +246%
S
437
SignatureFD
Georgia
$103K -$12.6K -70 -11%
FHA
438
First Horizon Advisors
Tennessee
$95.4K -$3.6K -20 -4%
BAMF
439
BI Asset Management Fondsmaeglerselskab
Denmark
$90K
NS
440
NBC Securities
Alabama
$87K -$590K -3,280 -87%
AIM
441
Anchor Investment Management
South Carolina
$81K
VCM
442
Versant Capital Management
Arizona
$73.1K +$7.74K +43 +12%
FFA
443
Farther Finance Advisors
California
$72.2K +$1.26K +7 +2%
EB
444
Eastern Bank
Massachusetts
$72K
BNP Paribas Asset Management
445
BNP Paribas Asset Management
France
$71K +$71K +393 New
MCM
446
MAI Capital Management
Ohio
$66.2K +$48.2K +268 +268%
EA
447
Emerald Advisers
Pennsylvania
$62.1K
TSMHT
448
Thurston Springer Miller Herd & Titak
Indiana
$60.1K
BCWM
449
Bartlett & Co Wealth Management
Ohio
$43.2K +$4.14K +23 +11%
TH
450
TCTC Holdings
Texas
$41.7K