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Houlihan Lokey

540 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, 183 increasing their positions, 202 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: $ → $

1% less funds holding

Funds holding: 543540 (-3)

9% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 202

2.95% less ownership

Funds ownership: 102.53%99.58% (-2.9%)

Holders
540
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
SFG
426
Synergy Financial Group
California
$200K
Northwestern Mutual Wealth Management
427
Northwestern Mutual Wealth Management
Wisconsin
$196K
BC
428
Bayforest Capital
United Kingdom
$184K
AF
429
Advisornet Financial
Minnesota
$176K
Walleye Trading
430
Walleye Trading
New York
$155K
MCM
431
MAI Capital Management
Ohio
$146K
S
432
SignatureFD
Georgia
$135K
MG
433
Mather Group
Illinois
$128K
PPC
434
Park Place Capital
Alabama
$112K
BAMF
435
BI Asset Management Fondsmaeglerselskab
Denmark
$103K
WANY
436
Wealthspire Advisors (New York)
New York
$98.7K
FFA
437
Farther Finance Advisors
California
$95.9K
AIM
438
Anchor Investment Management
South Carolina
$92.4K
EB
439
Eastern Bank
Massachusetts
$82.1K
CFB
440
Cullen/Frost Bankers
Texas
$82.1K
CA
441
Clearstead Advisors
Ohio
$81.7K
A
442
AlphaQuest
New York
$80.9K
BNP Paribas Asset Management
443
BNP Paribas Asset Management
France
$79K
VCM
444
Versant Capital Management
Arizona
$77.2K
AG
445
AmeriFlex Group
Nevada
$74.3K
EA
446
Emerald Advisers
Pennsylvania
$70.8K
RIL
447
Rothschild Investment LLC
Illinois
$66.7K
PFBT
448
Parkside Financial Bank & Trust
Missouri
$63.2K
TH
449
TCTC Holdings
Texas
$47.6K
BCWM
450
Bartlett & Co Wealth Management
Ohio
$44.6K