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Houlihan Lokey

546 hedge funds and large institutions have $9.93B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 190 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:

5% more funds holding

Funds holding: 522546 (+24)

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: 209

Holders
546
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
TSMHT
451
Thurston Springer Miller Herd & Titak
Indiana
$60.1K
BCWM
452
Bartlett & Co Wealth Management
Ohio
$43.2K
TH
453
TCTC Holdings
Texas
$41.7K
CIAS
454
CBIZ Investment Advisory Services
Ohio
$38.9K
SWIG
455
Strategic Wealth Investment Group
Kentucky
$38.9K
PTC
456
Private Trust Company
Ohio
$38.2K
PWA
457
Physician Wealth Advisors
Utah
$36K
TCOT
458
Trust Company of Toledo
Ohio
$34.4K
Optiver Holding
459
Optiver Holding
Netherlands
$31.7K
Nomura Asset Management
460
Nomura Asset Management
Japan
$30.6K
AWM
461
Ameliora Wealth Management
Switzerland
$30.4K
QL
462
Quarry LP
New York
$30.1K
FIM
463
FWL Investment Management
Texas
$24.8K
MPWT
464
MassMutual Private Wealth & Trust
Connecticut
$24.3K
AG
465
AmeriFlex Group
Nevada
$24.1K
PPA
466
Painted Porch Advisors
California
$23.6K
PFBT
467
Parkside Financial Bank & Trust
Missouri
$23.4K
GSWM
468
Golden State Wealth Management
California
$22.9K
AGWCA
469
Annis Gardner Whiting Capital Advisors
Florida
$21.2K
ABWM
470
Alpine Bank Wealth Management
Colorado
$21.1K
MSWA
471
Marshall & Sterling Wealth Advisors
New York
$20.9K
RA
472
Rise Advisors
New York
$20.6K
FFO
473
Fortitude Family Office
Arizona
$19.6K
HFM
474
Harvest Fund Management
China
$19K
HWA
475
HHM Wealth Advisors
Tennessee
$18.7K