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Houlihan Lokey

544 hedge funds and large institutions have $9.93B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 190 increasing their positions, 208 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

4% more funds holding

Funds holding: 521544 (+23)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 208

Holders
544
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.85M
Puts
$2.48M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
451
Bartlett & Co Wealth Management
Ohio
$43.2K
TH
452
TCTC Holdings
Texas
$41.7K
CIAS
453
CBIZ Investment Advisory Services
Ohio
$38.9K
SWIG
454
Strategic Wealth Investment Group
Kentucky
$38.9K
PTC
455
Private Trust Company
Ohio
$38.2K
PWA
456
Physician Wealth Advisors
Utah
$36K
TCOT
457
Trust Company of Toledo
Ohio
$34.4K
Optiver Holding
458
Optiver Holding
Netherlands
$31.7K
Nomura Asset Management
459
Nomura Asset Management
Japan
$30.6K
AWM
460
Ameliora Wealth Management
Switzerland
$30.4K
QL
461
Quarry LP
New York
$30.1K
FIM
462
FWL Investment Management
Texas
$24.8K
MPWT
463
MassMutual Private Wealth & Trust
Connecticut
$24.3K
AG
464
AmeriFlex Group
Nevada
$24.1K
PPA
465
Painted Porch Advisors
California
$23.6K
PFBT
466
Parkside Financial Bank & Trust
Missouri
$23.4K
GSWM
467
Golden State Wealth Management
California
$22.9K
AGWCA
468
Annis Gardner Whiting Capital Advisors
Florida
$21.2K
ABWM
469
Alpine Bank Wealth Management
Colorado
$21.1K
MSWA
470
Marshall & Sterling Wealth Advisors
New York
$20.9K
RA
471
Rise Advisors
New York
$20.6K
FFO
472
Fortitude Family Office
Arizona
$19.6K
HFM
473
Harvest Fund Management
China
$19K
HWA
474
HHM Wealth Advisors
Tennessee
$18.7K
IHWM
475
Iron Horse Wealth Management
Iowa
$17.3K