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Houlihan Lokey

540 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, 183 increasing their positions, 202 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: $ → $

1% less funds holding

Funds holding: 543540 (-3)

9% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 202

2.95% less ownership

Funds ownership: 102.53%99.58% (-2.9%)

Holders
540
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
CIAS
451
CBIZ Investment Advisory Services
Ohio
$44.1K
PWA
452
Physician Wealth Advisors
Utah
$43.5K
CPG
453
Cornerstone Planning Group
New Jersey
$40.1K
TCOT
454
Trust Company of Toledo
Ohio
$39.2K
Nomura Asset Management
455
Nomura Asset Management
Japan
$34.9K
PTC
456
Private Trust Company
Ohio
$34.7K
AWM
457
Ameliora Wealth Management
Switzerland
$34.7K
RFP
458
Root Financial Partners
California
$31K
WIM
459
Westside Investment Management
California
$29.7K
FIM
460
FWL Investment Management
Texas
$28.3K
MPWT
461
MassMutual Private Wealth & Trust
Connecticut
$27.9K
GSWM
462
Golden State Wealth Management
California
$26.1K
ABWM
463
Alpine Bank Wealth Management
Colorado
$24K
MSWA
464
Marshall & Sterling Wealth Advisors
New York
$23.8K
RA
465
Rise Advisors
New York
$23.5K
FNWA
466
Financial Network Wealth Advisors
Utah
$23.2K
Optiver Holding
467
Optiver Holding
Netherlands
$23K
FFO
468
Fortitude Family Office
Arizona
$22.4K
HFM
469
Harvest Fund Management
China
$22K
HWA
470
HHM Wealth Advisors
Tennessee
$21.4K
QC
471
Quent Capital
New York
$20.9K
CIBC Private Wealth Group
472
CIBC Private Wealth Group
Georgia
$20.5K
DB
473
Danske Bank
Denmark
$20.5K
CFG
474
Clayton Financial Group
Missouri
$20.1K
WTA
475
Washington Trust Advisors
Massachusetts
$18.7K