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Houlihan Lokey

550 hedge funds and large institutions have $10.9B invested in Houlihan Lokey in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 187 increasing their positions, 204 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

1% more funds holding

Funds holding: 546550 (+4)

8% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 204

2.87% less ownership

Funds ownership: 102.52%99.65% (-2.9%)

Holders
550
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.92M
Puts
$1.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
426
FLC Capital Advisors
California
$212K
CCM
427
Coldstream Capital Management
Washington
$208K
PFM
428
Premier Fund Managers
United Kingdom
$207K
AF
429
Allworth Financial
California
$206K
PA
430
Parallel Advisors
California
$202K
MYIA
431
Mount Yale Investment Advisors
Colorado
$202K
SFG
432
Synergy Financial Group
California
$200K
Northwestern Mutual Wealth Management
433
Northwestern Mutual Wealth Management
Wisconsin
$196K
BC
434
Bayforest Capital
United Kingdom
$184K
AF
435
Advisornet Financial
Minnesota
$176K
Walleye Trading
436
Walleye Trading
New York
$155K
MCM
437
MAI Capital Management
Ohio
$146K
S
438
SignatureFD
Georgia
$135K
VEA
439
Virtus ETF Advisers
New York
$133K
MG
440
Mather Group
Illinois
$128K
PPC
441
Park Place Capital
Alabama
$112K
BAMF
442
BI Asset Management Fondsmaeglerselskab
Denmark
$103K
WANY
443
Wealthspire Advisors (New York)
New York
$98.7K
FFA
444
Farther Finance Advisors
California
$95.9K
AIM
445
Anchor Investment Management
South Carolina
$92.4K
EB
446
Eastern Bank
Massachusetts
$82.1K
CFB
447
Cullen/Frost Bankers
Texas
$82.1K
CA
448
Clearstead Advisors
Ohio
$81.7K
A
449
AlphaQuest
New York
$80.9K
BNP Paribas Asset Management
450
BNP Paribas Asset Management
France
$79K