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Houlihan Lokey

503 hedge funds and large institutions have $9.29B invested in Houlihan Lokey in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 172 increasing their positions, 165 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+55
Holders Change %
+12.28%
% of All Funds
6.7%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
102
Increased
172
Reduced
165
Closed
40
Calls
$6.51M
Puts
$4.78M
Net Calls
+$1.74M
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Shares
Change %
WT
451
Washington Trust
Rhode Island
$8.35K -$1.22K -7 -13%
CFB
452
Cullen/Frost Bankers
Texas
$7.67K +$7.67K +44 New
JFGIW
453
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.63K -$2K -11 -21%
TPCW
454
TD Private Client Wealth
New York
$7.47K -$45.5K -262 -86%
VCM
455
Versant Capital Management
Arizona
$7.47K -$8.86K -51 -54%
OLVIG
456
Oliver Lagore Vanvalin Investment Group
Michigan
$7.29K
RWS
457
Retirement Wealth Solutions
Wisconsin
$7.02K +$7.02K +42 New
HWM
458
Hemington Wealth Management
Virginia
$7K +$2.73K +16 +64%
AAP
459
Arax Advisory Partners
Colorado
$6.95K
JWA
460
JFS Wealth Advisors
Pennsylvania
$6.77K
CWC
461
Carolinas Wealth Consulting
North Carolina
$6.43K -$695 -4 -10%
TCM
462
TD Capital Management
Tennessee
$6.1K +$6.1K +35 New
MAS
463
MPWM Advisory Solutions
Georgia
$6.08K +$6.08K +35 New
CA
464
CoreCap Advisors
Michigan
$5.9K
MPWT
465
MassMutual Private Wealth & Trust
Connecticut
$5.9K +$3.13K +18 +113%
WA
466
Whipplewood Advisors
Colorado
$5.56K +$5.56K +32 New
WIM
467
Westside Investment Management
California
$5.56K
NSIM
468
North Star Investment Management
Illinois
$5.05K +$5.05K +29 New
SS
469
Sunbelt Securities
Texas
$5.04K
RWM
470
Ruedi Wealth Management
Illinois
$5.04K
KIM
471
Kestra Investment Management
Texas
$4.72K +$4.72K +27 New
FWA
472
FSC Wealth Advisors
New York
$4.52K
QC
473
Quent Capital
New York
$4.34K
FPF
474
First Pacific Financial
Washington
$4.17K
BAM
475
Bellevue Asset Management
Washington
$4.17K