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Houlihan Lokey

520 hedge funds and large institutions have $8.49B invested in Houlihan Lokey in 2025 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 199 increasing their positions, 169 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+17
Holders Change %
+3.38%
% of All Funds
7.06%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
79
Increased
199
Reduced
169
Closed
53
Calls
$5.57M
Puts
$3.3M
Net Calls
+$2.28M
Net Calls Change
+$539K
Name Holding Trade Value Shares
Change
Shares
Change %
TSMHT
426
Thurston Springer Miller Herd & Titak
Indiana
$53.9K +$53.9K +334 New
GSWM
427
Golden State Wealth Management
California
$49.3K
CIAM
428
Caitong International Asset Management
Hong Kong
$43.1K +$42K +260 +3,714%
WWM
429
Wolff Wiese Magana
California
$38.9K
GFPC
430
Global Financial Private Client
Florida
$37.5K +$5.65K +35 +18%
TH
431
TCTC Holdings
Texas
$37.5K +$19.1K +118 +104%
BCWM
432
Bartlett & Co Wealth Management
Ohio
$35K
CIAS
433
CBIZ Investment Advisory Services
Ohio
$34.7K
BIG
434
Brooklyn Investment Group
New York
$33.1K +$33.1K +205 New
PWA
435
Physician Wealth Advisors
Utah
$32.3K
M
436
MOTCO
Texas
$28.9K +$28.9K +179 New
Optiver Holding
437
Optiver Holding
Netherlands
$28.1K +$28.1K +174 New
Nomura Asset Management
438
Nomura Asset Management
Japan
$27.5K
PTC
439
Private Trust Company
Ohio
$27.3K
AWM
440
Ameliora Wealth Management
Switzerland
$27.3K
BWL
441
Bogart Wealth LLC
Virginia
$24.5K +$12.9K +80 +111%
FIM
442
FWL Investment Management
Texas
$22.3K
AG
443
AmeriFlex Group
Nevada
$21.3K
PPA
444
Painted Porch Advisors
California
$21.2K
PFBT
445
Parkside Financial Bank & Trust
Missouri
$19.5K -$22K -136 -53%
ABWM
446
Alpine Bank Wealth Management
Colorado
$18.9K +$18.9K +117 New
MSWA
447
Marshall & Sterling Wealth Advisors
New York
$18.7K +$18.7K +116 New
RA
448
Rise Advisors
New York
$18.4K -$6.3K -39 -25%
MPWT
449
MassMutual Private Wealth & Trust
Connecticut
$17.4K +$12K +74 +218%
HT
450
Headlands Technologies
Illinois
$17.3K +$17.3K +107 New