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Houlihan Lokey

543 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, 188 increasing their positions, 209 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: 520543 (+23)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 209

Holders
543
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
TH
451
TCTC Holdings
Texas
$41.7K
CIAS
452
CBIZ Investment Advisory Services
Ohio
$38.9K
SWIG
453
Strategic Wealth Investment Group
Kentucky
$38.9K
PTC
454
Private Trust Company
Ohio
$38.2K
PWA
455
Physician Wealth Advisors
Utah
$36K
TCOT
456
Trust Company of Toledo
Ohio
$34.4K
Optiver Holding
457
Optiver Holding
Netherlands
$31.7K
Nomura Asset Management
458
Nomura Asset Management
Japan
$30.6K
AWM
459
Ameliora Wealth Management
Switzerland
$30.4K
QL
460
Quarry LP
New York
$30.1K
FIM
461
FWL Investment Management
Texas
$24.8K
MPWT
462
MassMutual Private Wealth & Trust
Connecticut
$24.3K
AG
463
AmeriFlex Group
Nevada
$24.1K
PPA
464
Painted Porch Advisors
California
$23.6K
PFBT
465
Parkside Financial Bank & Trust
Missouri
$23.4K
GSWM
466
Golden State Wealth Management
California
$22.9K
AGWCA
467
Annis Gardner Whiting Capital Advisors
Florida
$21.2K
ABWM
468
Alpine Bank Wealth Management
Colorado
$21.1K
MSWA
469
Marshall & Sterling Wealth Advisors
New York
$20.9K
RA
470
Rise Advisors
New York
$20.6K
FFO
471
Fortitude Family Office
Arizona
$19.6K
HFM
472
Harvest Fund Management
China
$19K
HWA
473
HHM Wealth Advisors
Tennessee
$18.7K
IHWM
474
Iron Horse Wealth Management
Iowa
$17.3K
BIA
475
Bell Investment Advisors
California
$17.1K