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Houlihan Lokey

524 hedge funds and large institutions have $8.6B invested in Houlihan Lokey in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 202 increasing their positions, 170 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $5.57M | Put options by funds: $3.29M

47% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 53

19% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 170

4% more funds holding

Funds holding: 505524 (+19)

0.9% less ownership

Funds ownership: 99.5%98.6% (-0.9%)

7% less capital invested

Capital invested by funds: $9.29B → $8.6B (-$687M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
524
Holders Change
+19
Holders Change %
+3.76%
% of All Funds
7.03%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
78
Increased
202
Reduced
170
Closed
53
Calls
$5.57M
Puts
$3.29M
Net Calls
+$2.28M
Net Calls Change
+$539K
Name Holding Trade Value Shares
Change
Change in
Stake
MSWA
451
Marshall & Sterling Wealth Advisors
New York
$18.7K +$19.9K +116 New
RA
452
Rise Advisors
New York
$18.4K -$6.7K -39 -25%
MPWT
453
MassMutual Private Wealth & Trust
Connecticut
$17.4K +$12.7K +74 +218%
HT
454
Headlands Technologies
Illinois
$17.3K +$18.4K +107 New
HWA
455
HHM Wealth Advisors
Tennessee
$16.8K
CPG
456
Cornerstone Planning Group
New Jersey
$16.8K +$7.38K +43 +66%
MCM
457
MAI Capital Management
Ohio
$16.1K
FFO
458
Fortitude Family Office
Arizona
$16K
IHWM
459
Iron Horse Wealth Management
Iowa
$15.5K
WTA
460
Washington Trust Advisors
Massachusetts
$15.4K +$515 +3 +3%
BIA
461
Bell Investment Advisors
California
$15.3K
LFG
462
Larson Financial Group
Missouri
$15K +$7.56K +44 +90%
HIIFS
463
Harel Insurance Investments & Financial Services
Israel
$15K +$15.8K +92 New
Mitsubishi UFJ Asset Management
464
Mitsubishi UFJ Asset Management
Japan
$12.6K
WSFS
465
Wilmington Savings Fund Society
Delaware
$12.6K
SWM
466
Spire Wealth Management
Virginia
$12.4K -$2.06K -12 -13%
KFI
467
Key Financial Inc
Pennsylvania
$10.8K
AAP
468
Arax Advisory Partners
Colorado
$10.7K +$4.47K +26 +65%
CHC
469
City Holding Co
West Virginia
$9.21K +$9.79K +57 New
AT
470
Arlington Trust
Alabama
$9.04K
TPCW
471
TD Private Client Wealth
New York
$8.88K +$2.06K +12 +28%
HIA
472
Harbor Investment Advisory
Maryland
$8.07K
HWM
473
Hemington Wealth Management
Virginia
$8K +$2.23K +13 +32%
CIBC Private Wealth Group
474
CIBC Private Wealth Group
Georgia
$7.36K -$2.92K -17 -25%
CFB
475
Cullen/Frost Bankers
Texas
$7.15K