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Houlihan Lokey

550 hedge funds and large institutions have $10.9B invested in Houlihan Lokey in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 187 increasing their positions, 204 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

1% more funds holding

Funds holding: 546550 (+4)

8% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 204

2.87% less ownership

Funds ownership: 102.52%99.65% (-2.9%)

Holders
550
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.92M
Puts
$1.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
451
Versant Capital Management
Arizona
$77.2K
AG
452
AmeriFlex Group
Nevada
$74.3K
EA
453
Emerald Advisers
Pennsylvania
$70.8K
RIL
454
Rothschild Investment LLC
Illinois
$66.7K
PFBT
455
Parkside Financial Bank & Trust
Missouri
$63.2K
TH
456
TCTC Holdings
Texas
$47.6K
BCWM
457
Bartlett & Co Wealth Management
Ohio
$44.6K
CIAS
458
CBIZ Investment Advisory Services
Ohio
$44.1K
PWA
459
Physician Wealth Advisors
Utah
$43.5K
CPG
460
Cornerstone Planning Group
New Jersey
$40.1K
TCOT
461
Trust Company of Toledo
Ohio
$39.2K
Nomura Asset Management
462
Nomura Asset Management
Japan
$34.9K
PTC
463
Private Trust Company
Ohio
$34.7K
AWM
464
Ameliora Wealth Management
Switzerland
$34.7K
CWP
465
Clark Wealth Partners
Illinois
$31.5K
RFP
466
Root Financial Partners
California
$31K
WIM
467
Westside Investment Management
California
$29.7K
FIM
468
FWL Investment Management
Texas
$28.3K
MPWT
469
MassMutual Private Wealth & Trust
Connecticut
$27.9K
PPA
470
Painted Porch Advisors
California
$26.9K
GSWM
471
Golden State Wealth Management
California
$26.1K
ABWM
472
Alpine Bank Wealth Management
Colorado
$24K
MSWA
473
Marshall & Sterling Wealth Advisors
New York
$23.8K
RA
474
Rise Advisors
New York
$23.5K
FNWA
475
Financial Network Wealth Advisors
Utah
$23.2K