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Houlihan Lokey

543 hedge funds and large institutions have $9.93B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 209 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

4% more funds holding

Funds holding: 520543 (+23)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 209

Holders
543
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.85M
Puts
$2.48M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
426
Smartleaf Asset Management
Massachusetts
$196K
SC
427
Steph & Co
Wisconsin
$194K
HNB
428
Huntington National Bank
Ohio
$191K
AF
429
Advisornet Financial
Minnesota
$162K
FDW
430
Fourth Dimension Wealth
Ohio
$162K
AF
431
Allworth Financial
California
$160K
Northwestern Mutual Wealth Management
432
Northwestern Mutual Wealth Management
Wisconsin
$159K
BBHC
433
Brown Brothers Harriman & Co
New York
$145K
PA
434
Parallel Advisors
California
$143K
PCM
435
Penserra Capital Management
California
$137K
PPC
436
Park Place Capital
Alabama
$133K
BIG
437
Brooklyn Investment Group
New York
$128K
S
438
SignatureFD
Georgia
$103K
FHA
439
First Horizon Advisors
Tennessee
$95.4K
BAMF
440
BI Asset Management Fondsmaeglerselskab
Denmark
$90K
NS
441
NBC Securities
Alabama
$87K
AIM
442
Anchor Investment Management
South Carolina
$81K
VCM
443
Versant Capital Management
Arizona
$73.1K
FFA
444
Farther Finance Advisors
California
$72.2K
EB
445
Eastern Bank
Massachusetts
$72K
BNP Paribas Asset Management
446
BNP Paribas Asset Management
France
$71K
MCM
447
MAI Capital Management
Ohio
$66.2K
EA
448
Emerald Advisers
Pennsylvania
$62.1K
TSMHT
449
Thurston Springer Miller Herd & Titak
Indiana
$60.1K
BCWM
450
Bartlett & Co Wealth Management
Ohio
$43.2K