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Houlihan Lokey

503 hedge funds and large institutions have $9.29B invested in Houlihan Lokey in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 172 increasing their positions, 165 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+55
Holders Change %
+12.28%
% of All Funds
6.7%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
102
Increased
172
Reduced
165
Closed
40
Calls
$6.51M
Puts
$4.78M
Net Calls
+$1.74M
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Shares
Change %
LC
426
Lindbrook Capital
California
$24.1K +$174 +1 +0.7%
EBA
427
Eagle Bay Advisors
New York
$24.1K -$6.93K -40 -22%
AG
428
AmeriFlex Group
Nevada
$24K +$24K +132 New
FIM
429
FWL Investment Management
Texas
$24K
PPA
430
Painted Porch Advisors
California
$22.7K +$1.04K +6 +5%
TH
431
TCTC Holdings
Texas
$19.8K +$19.8K +114 New
VHAM
432
Van Hulzen Asset Management
California
$18.6K +$18.6K +107 New
HWA
433
HHM Wealth Advisors
Tennessee
$18.1K
MCM
434
MAI Capital Management
Ohio
$17.4K +$17.4K +100 New
SSG
435
Summit Securities Group
New York
$17.4K +$17.4K +100 New
FFO
436
Fortitude Family Office
Arizona
$17.2K
IHWM
437
Iron Horse Wealth Management
Iowa
$16.7K
BIA
438
Bell Investment Advisors
California
$16.5K
WTA
439
Washington Trust Advisors
Massachusetts
$16K -$2.26K -13 -12%
SWM
440
Spire Wealth Management
Virginia
$15.5K +$347 +2 +2%
WSFS
441
Wilmington Savings Fund Society
Delaware
$13.5K +$3.13K +18 +30%
Mitsubishi UFJ Asset Management
442
Mitsubishi UFJ Asset Management
Japan
$13.4K
SS
443
SBI Securities
Japan
$12.7K +$12.7K +73 New
BWL
444
Bogart Wealth LLC
Virginia
$12.5K +$1.91K +11 +18%
CIBC Private Wealth Group
445
CIBC Private Wealth Group
Georgia
$12K +$12K +69 New
CPG
446
Cornerstone Planning Group
New Jersey
$11.7K -$903 -5 -7%
KFI
447
Key Financial Inc
Pennsylvania
$11.6K
AT
448
Arlington Trust
Alabama
$9.73K
HIA
449
Harbor Investment Advisory
Maryland
$8.68K
LFG
450
Larson Financial Group
Missouri
$8.51K