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Houlihan Lokey

544 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, 190 increasing their positions, 208 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: 521544 (+23)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 208

Holders
544
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
PS
426
Principal Securities
Iowa
$200K
SAM
427
Smartleaf Asset Management
Massachusetts
$196K
SC
428
Steph & Co
Wisconsin
$194K
HNB
429
Huntington National Bank
Ohio
$191K
AF
430
Advisornet Financial
Minnesota
$162K
FDW
431
Fourth Dimension Wealth
Ohio
$162K
AF
432
Allworth Financial
California
$160K
Northwestern Mutual Wealth Management
433
Northwestern Mutual Wealth Management
Wisconsin
$159K
BBHC
434
Brown Brothers Harriman & Co
New York
$145K
PA
435
Parallel Advisors
California
$143K
PCM
436
Penserra Capital Management
California
$137K
PPC
437
Park Place Capital
Alabama
$133K
BIG
438
Brooklyn Investment Group
New York
$128K
S
439
SignatureFD
Georgia
$103K
FHA
440
First Horizon Advisors
Tennessee
$95.4K
BAMF
441
BI Asset Management Fondsmaeglerselskab
Denmark
$90K
NS
442
NBC Securities
Alabama
$87K
AIM
443
Anchor Investment Management
South Carolina
$81K
VCM
444
Versant Capital Management
Arizona
$73.1K
FFA
445
Farther Finance Advisors
California
$72.2K
EB
446
Eastern Bank
Massachusetts
$72K
BNP Paribas Asset Management
447
BNP Paribas Asset Management
France
$71K
MCM
448
MAI Capital Management
Ohio
$66.2K
EA
449
Emerald Advisers
Pennsylvania
$62.1K
TSMHT
450
Thurston Springer Miller Herd & Titak
Indiana
$60.1K