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Houlihan Lokey

505 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, 174 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 41

36% more call options, than puts

Call options by funds: $6.51M | Put options by funds: $4.78M

12% more funds holding

Funds holding: 451505 (+54)

11% more capital invested

Capital invested by funds: $8.36B → $9.29B (+$931M)

5% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 165

0.2% more ownership

Funds ownership: 99.3%99.5% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
505
Holders Change
+54
Holders Change %
+11.97%
% of All Funds
6.65%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
102
Increased
174
Reduced
165
Closed
41
Calls
$6.51M
Puts
$4.78M
Net Calls
+$1.74M
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
451
Harbor Investment Advisory
Maryland
$8.68K
LFG
452
Larson Financial Group
Missouri
$8.51K
WT
453
Washington Trust
Rhode Island
$8.35K -$1.23K -7 -13%
CFB
454
Cullen/Frost Bankers
Texas
$7.67K +$7.75K +44 New
JFGIW
455
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.63K -$1.94K -11 -21%
TPCW
456
TD Private Client Wealth
New York
$7.47K -$46.1K -262 -86%
VCM
457
Versant Capital Management
Arizona
$7.47K -$8.98K -51 -54%
OLVIG
458
Oliver Lagore Vanvalin Investment Group
Michigan
$7.29K
RWS
459
Retirement Wealth Solutions
Wisconsin
$7.02K +$7.4K +42 New
HWM
460
Hemington Wealth Management
Virginia
$7K +$2.82K +16 +64%
AAP
461
Arax Advisory Partners
Colorado
$6.95K
JWA
462
JFS Wealth Advisors
Pennsylvania
$6.77K
CWC
463
Carolinas Wealth Consulting
North Carolina
$6.43K -$704 -4 -10%
TCM
464
TD Capital Management
Tennessee
$6.1K +$6.16K +35 New
MAS
465
MPWM Advisory Solutions
Georgia
$6.08K +$6.16K +35 New
CA
466
CoreCap Advisors
Michigan
$5.9K
MPWT
467
MassMutual Private Wealth & Trust
Connecticut
$5.9K +$3.17K +18 +113%
WA
468
Whipplewood Advisors
Colorado
$5.56K +$5.63K +32 New
WIM
469
Westside Investment Management
California
$5.56K
NSIM
470
North Star Investment Management
Illinois
$5.05K +$5.11K +29 New
SS
471
Sunbelt Securities
Texas
$5.04K
RWM
472
Ruedi Wealth Management
Illinois
$5.04K
KIM
473
Kestra Investment Management
Texas
$4.72K +$4.75K +27 New
FWA
474
FSC Wealth Advisors
New York
$4.51K
QC
475
Quent Capital
New York
$4.34K