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Houlihan Lokey

547 hedge funds and large institutions have $10.9B invested in Houlihan Lokey in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 186 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% more funds holding

Funds holding: 546547 (+1)

8% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 203

2.92% less ownership

Funds ownership: 102.56%99.65% (-2.9%)

Holders
547
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
EA
451
Emerald Advisers
Pennsylvania
$70.8K
RIL
452
Rothschild Investment LLC
Illinois
$66.7K
PFBT
453
Parkside Financial Bank & Trust
Missouri
$63.2K
TH
454
TCTC Holdings
Texas
$47.6K
BCWM
455
Bartlett & Co Wealth Management
Ohio
$44.6K
CIAS
456
CBIZ Investment Advisory Services
Ohio
$44.1K
PWA
457
Physician Wealth Advisors
Utah
$43.5K
CPG
458
Cornerstone Planning Group
New Jersey
$40.1K
TCOT
459
Trust Company of Toledo
Ohio
$39.2K
Nomura Asset Management
460
Nomura Asset Management
Japan
$34.9K
PTC
461
Private Trust Company
Ohio
$34.7K
AWM
462
Ameliora Wealth Management
Switzerland
$34.7K
RFP
463
Root Financial Partners
California
$31K
WIM
464
Westside Investment Management
California
$29.7K
FIM
465
FWL Investment Management
Texas
$28.3K
MPWT
466
MassMutual Private Wealth & Trust
Connecticut
$27.9K
PPA
467
Painted Porch Advisors
California
$26.9K
GSWM
468
Golden State Wealth Management
California
$26.1K
ABWM
469
Alpine Bank Wealth Management
Colorado
$24K
MSWA
470
Marshall & Sterling Wealth Advisors
New York
$23.8K
RA
471
Rise Advisors
New York
$23.5K
FNWA
472
Financial Network Wealth Advisors
Utah
$23.2K
Optiver Holding
473
Optiver Holding
Netherlands
$23K
FFO
474
Fortitude Family Office
Arizona
$22.4K
HFM
475
Harvest Fund Management
China
$22K