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Houlihan Lokey

543 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, 185 increasing their positions, 203 reducing their positions, and 64 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: $ → $

0% less funds holding

Funds holding: 544543 (-1)

9% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 203

2.94% less ownership

Funds ownership: 102.53%99.59% (-2.9%)

Holders
543
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
PFBT
451
Parkside Financial Bank & Trust
Missouri
$63.2K
TH
452
TCTC Holdings
Texas
$47.6K
BCWM
453
Bartlett & Co Wealth Management
Ohio
$44.6K
CIAS
454
CBIZ Investment Advisory Services
Ohio
$44.1K
PWA
455
Physician Wealth Advisors
Utah
$43.5K
CPG
456
Cornerstone Planning Group
New Jersey
$40.1K
TCOT
457
Trust Company of Toledo
Ohio
$39.2K
Nomura Asset Management
458
Nomura Asset Management
Japan
$34.9K
PTC
459
Private Trust Company
Ohio
$34.7K
AWM
460
Ameliora Wealth Management
Switzerland
$34.7K
RFP
461
Root Financial Partners
California
$31K
WIM
462
Westside Investment Management
California
$29.7K
FIM
463
FWL Investment Management
Texas
$28.3K
MPWT
464
MassMutual Private Wealth & Trust
Connecticut
$27.9K
GSWM
465
Golden State Wealth Management
California
$26.1K
ABWM
466
Alpine Bank Wealth Management
Colorado
$24K
MSWA
467
Marshall & Sterling Wealth Advisors
New York
$23.8K
RA
468
Rise Advisors
New York
$23.5K
FNWA
469
Financial Network Wealth Advisors
Utah
$23.2K
Optiver Holding
470
Optiver Holding
Netherlands
$23K
FFO
471
Fortitude Family Office
Arizona
$22.4K
HFM
472
Harvest Fund Management
China
$22K
HWA
473
HHM Wealth Advisors
Tennessee
$21.4K
QC
474
Quent Capital
New York
$20.9K
CIBC Private Wealth Group
475
CIBC Private Wealth Group
Georgia
$20.5K