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Houlihan Lokey

547 hedge funds and large institutions have $10.9B invested in Houlihan Lokey in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 186 increasing their positions, 203 reducing their positions, and 64 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: $ → $

0% more funds holding

Funds holding: 546547 (+1)

8% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 203

2.92% less ownership

Funds ownership: 102.56%99.65% (-2.9%)

Holders
547
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
CCM
426
Coldstream Capital Management
Washington
$208K
PFM
427
Premier Fund Managers
United Kingdom
$207K
AF
428
Allworth Financial
California
$206K
PA
429
Parallel Advisors
California
$202K
MYIA
430
Mount Yale Investment Advisors
Colorado
$202K
SFG
431
Synergy Financial Group
California
$200K
Northwestern Mutual Wealth Management
432
Northwestern Mutual Wealth Management
Wisconsin
$196K
BC
433
Bayforest Capital
United Kingdom
$184K
AF
434
Advisornet Financial
Minnesota
$176K
Walleye Trading
435
Walleye Trading
New York
$155K
MCM
436
MAI Capital Management
Ohio
$146K
S
437
SignatureFD
Georgia
$135K
MG
438
Mather Group
Illinois
$128K
PPC
439
Park Place Capital
Alabama
$112K
BAMF
440
BI Asset Management Fondsmaeglerselskab
Denmark
$103K
WANY
441
Wealthspire Advisors (New York)
New York
$98.7K
FFA
442
Farther Finance Advisors
California
$95.9K
AIM
443
Anchor Investment Management
South Carolina
$92.4K
EB
444
Eastern Bank
Massachusetts
$82.1K
CFB
445
Cullen/Frost Bankers
Texas
$82.1K
CA
446
Clearstead Advisors
Ohio
$81.7K
A
447
AlphaQuest
New York
$80.9K
BNP Paribas Asset Management
448
BNP Paribas Asset Management
France
$79K
VCM
449
Versant Capital Management
Arizona
$77.2K
AG
450
AmeriFlex Group
Nevada
$74.3K