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Houlihan Lokey

524 hedge funds and large institutions have $8.6B invested in Houlihan Lokey in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 202 increasing their positions, 170 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $5.57M | Put options by funds: $3.29M

47% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 53

19% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 170

4% more funds holding

Funds holding: 505524 (+19)

0.9% less ownership

Funds ownership: 99.5%98.6% (-0.9%)

7% less capital invested

Capital invested by funds: $9.29B → $8.6B (-$687M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
524
Holders Change
+19
Holders Change %
+3.76%
% of All Funds
7.03%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
78
Increased
202
Reduced
170
Closed
53
Calls
$5.57M
Puts
$3.29M
Net Calls
+$2.28M
Net Calls Change
+$539K
Name Holding Trade Value Shares
Change
Change in
Stake
EB
426
Eastern Bank
Massachusetts
$64.6K +$68.7K +400 New
VCM
427
Versant Capital Management
Arizona
$58.6K +$55K +320 +744%
EA
428
Emerald Advisers
Pennsylvania
$55.7K
TSMHT
429
Thurston Springer Miller Herd & Titak
Indiana
$53.9K +$57.4K +334 New
GSWM
430
Golden State Wealth Management
California
$49.3K
CWP
431
Clark Wealth Partners
Illinois
$44.4K
CIAM
432
Caitong International Asset Management
Hong Kong
$43.1K +$44.7K +260 +3,714%
WWM
433
Wolff Wiese Magana
California
$38.9K
GFPC
434
Global Financial Private Client
Florida
$37.5K +$6.01K +35 +18%
TH
435
TCTC Holdings
Texas
$37.5K +$20.3K +118 +104%
BCWM
436
Bartlett & Co Wealth Management
Ohio
$35K
CIAS
437
CBIZ Investment Advisory Services
Ohio
$34.7K
BIG
438
Brooklyn Investment Group
New York
$33.1K +$35.2K +205 New
PWA
439
Physician Wealth Advisors
Utah
$32.3K
M
440
MOTCO
Texas
$28.9K +$30.7K +179 New
Optiver Holding
441
Optiver Holding
Netherlands
$28.1K +$29.9K +174 New
Nomura Asset Management
442
Nomura Asset Management
Japan
$27.5K
AWM
443
Ameliora Wealth Management
Switzerland
$27.3K
PTC
444
Private Trust Company
Ohio
$27.3K
BWL
445
Bogart Wealth LLC
Virginia
$24.5K +$13.7K +80 +111%
FIM
446
FWL Investment Management
Texas
$22.3K
AG
447
AmeriFlex Group
Nevada
$21.3K
PPA
448
Painted Porch Advisors
California
$21.2K
PFBT
449
Parkside Financial Bank & Trust
Missouri
$19.5K -$23.4K -136 -53%
ABWM
450
Alpine Bank Wealth Management
Colorado
$18.9K +$20.1K +117 New