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Houlihan Lokey

505 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, 174 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 41

36% more call options, than puts

Call options by funds: $6.51M | Put options by funds: $4.78M

12% more funds holding

Funds holding: 451505 (+54)

11% more capital invested

Capital invested by funds: $8.36B → $9.29B (+$931M)

5% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 165

0.2% more ownership

Funds ownership: 99.3%99.5% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
505
Holders Change
+54
Holders Change %
+11.97%
% of All Funds
6.65%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
102
Increased
174
Reduced
165
Closed
41
Calls
$6.51M
Puts
$4.78M
Net Calls
+$1.74M
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
426
Private Trust Company
Ohio
$29.3K +$29.8K +169 New
RA
427
Rise Advisors
New York
$26.6K
LC
428
Lindbrook Capital
California
$24.1K +$176 +1 +0.7%
EBA
429
Eagle Bay Advisors
New York
$24.1K -$7.04K -40 -22%
AG
430
AmeriFlex Group
Nevada
$24K +$23.2K +132 New
FIM
431
FWL Investment Management
Texas
$24K
PPA
432
Painted Porch Advisors
California
$22.7K +$1.06K +6 +5%
TH
433
TCTC Holdings
Texas
$19.8K +$20.1K +114 New
VHAM
434
Van Hulzen Asset Management
California
$18.6K +$18.8K +107 New
HWA
435
HHM Wealth Advisors
Tennessee
$18.1K
MCM
436
MAI Capital Management
Ohio
$17.4K +$17.6K +100 New
SSG
437
Summit Securities Group
New York
$17.4K +$17.6K +100 New
FFO
438
Fortitude Family Office
Arizona
$17.2K
IHWM
439
Iron Horse Wealth Management
Iowa
$16.7K
BIA
440
Bell Investment Advisors
California
$16.5K
WTA
441
Washington Trust Advisors
Massachusetts
$16K -$2.29K -13 -12%
SWM
442
Spire Wealth Management
Virginia
$15.5K +$352 +2 +2%
WSFS
443
Wilmington Savings Fund Society
Delaware
$13.5K +$3.17K +18 +30%
Mitsubishi UFJ Asset Management
444
Mitsubishi UFJ Asset Management
Japan
$13.4K
SS
445
SBI Securities
Japan
$12.7K +$12.9K +73 New
BWL
446
Bogart Wealth LLC
Virginia
$12.5K +$1.94K +11 +18%
CIBC Private Wealth Group
447
CIBC Private Wealth Group
Georgia
$12K +$12.2K +69 New
CPG
448
Cornerstone Planning Group
New Jersey
$11.7K -$880 -5 -7%
KFI
449
Key Financial Inc
Pennsylvania
$11.6K
AT
450
Arlington Trust
Alabama
$9.72K