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Houlihan Lokey

524 hedge funds and large institutions have $8.6B invested in Houlihan Lokey in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 202 increasing their positions, 170 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $5.57M | Put options by funds: $3.29M

47% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 53

19% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 170

4% more funds holding

Funds holding: 505524 (+19)

0.9% less ownership

Funds ownership: 99.5%98.6% (-0.9%)

7% less capital invested

Capital invested by funds: $9.29B → $8.6B (-$687M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
524
Holders Change
+19
Holders Change %
+3.76%
% of All Funds
7.03%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
78
Increased
202
Reduced
170
Closed
53
Calls
$5.57M
Puts
$3.29M
Net Calls
+$2.28M
Net Calls Change
+$539K
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$82M -$4.42M -25,759 -5%
CAM
27
Congress Asset Management
Massachusetts
$81.4M +$86.6M +504,149 New
Capital Research Global Investors
28
Capital Research Global Investors
California
$81.4M +$86.6M +504,055 New
First Trust Advisors
29
First Trust Advisors
Illinois
$80.5M +$5.94M +34,579 +7%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$80M -$4.15M -24,184 -5%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$79.8M -$26.6M -155,057 -24%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$78.2M -$502K -2,923 -0.6%
Goldman Sachs
33
Goldman Sachs
New York
$67.1M +$3.87M +22,553 +6%
GKIM
34
GW&K Investment Management
Massachusetts
$67.1M -$1.86M -10,850 -3%
Wells Fargo
35
Wells Fargo
California
$65.1M -$6.91M -40,229 -9%
Natixis Advisors
36
Natixis Advisors
Massachusetts
$65M +$2.01M +11,709 +3%
VBA
37
Van Berkom & Associates
Quebec, Canada
$64.9M -$650K -3,782 -0.9%
Jennison Associates
38
Jennison Associates
New York
$55.7M +$6.41M +37,300 +12%
WFMPM
39
Woodley Farra Manion Portfolio Management
Indiana
$46.8M -$748K -4,355 -1%
Westfield Capital Management
40
Westfield Capital Management
Massachusetts
$46.2M +$49.2M +286,288 New
AA
41
Ancora Advisors
Ohio
$45.3M -$584K -3,399 -1%
Handelsbanken Fonder
42
Handelsbanken Fonder
Sweden
$44.5M +$45M +262,000 +1,947%
Fiera Capital (Canada)
43
Fiera Capital (Canada)
Quebec, Canada
$44.5M -$367K -2,138 -0.8%
Franklin Resources
44
Franklin Resources
California
$42.2M -$1.55M -9,012 -3%
HighTower Advisors
45
HighTower Advisors
Illinois
$38.7M -$813K -4,733 -2%
Jacobs Levy Equity Management
46
Jacobs Levy Equity Management
New Jersey
$38.7M +$37.9M +220,632 +1,168%
UBS Group
47
UBS Group
Switzerland
$38.1M -$474K -2,761 -1%
ACM
48
Argent Capital Management
Missouri
$38M -$1.18M -6,876 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
49
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$36.9M +$8.64M +50,295 +28%
JP Morgan Chase
50
JP Morgan Chase
New York
$32.6M +$12.1M +70,694 +54%