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Houlihan Lokey

540 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, 183 increasing their positions, 202 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: $ → $

1% less funds holding

Funds holding: 543540 (-3)

9% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 202

2.95% less ownership

Funds ownership: 102.53%99.58% (-2.9%)

Holders
540
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
BIA
476
Bell Investment Advisors
California
$18.1K
Mitsubishi UFJ Asset Management
477
Mitsubishi UFJ Asset Management
Japan
$16K
SWM
478
Spire Wealth Management
Virginia
$16K
WWM
479
Wolff Wiese Magana
California
$15.4K
DWM
480
Dogwood Wealth Management
Kansas
$15K
BWL
481
Bogart Wealth LLC
Virginia
$14.8K
HWM
482
Hemington Wealth Management
Virginia
$14K
WA
483
Westfuller Advisors
New York
$13.6K
KFI
484
Key Financial Inc
Pennsylvania
$13.4K
LFG
485
Larson Financial Group
Missouri
$12.1K
AT
486
Arlington Trust
Alabama
$11.5K
ACM
487
Accent Capital Management
Ohio
$10.3K
Simplex Trading
488
Simplex Trading
Illinois
$10K
FPF
489
First Pacific Financial
Washington
$9.66K
MEG
490
Millstone Evans Group
Colorado
$9.45K
MAM
491
Morse Asset Management
Connecticut
$9.24K
MSG
492
Main Street Group
Virginia
$9.24K
ADL
493
Asset Dedication LLC
California
$9.04K
FMII
494
Farmers & Merchants Investments Inc
Nebraska
$9.03K
SS
495
SBI Securities
Japan
$8.62K
WCM
496
Westend Capital Management
California
$8.42K
JWA
497
JFS Wealth Advisors
Pennsylvania
$8.21K
SL
498
Salomon & Ludwin
Virginia
$8.06K
TCM
499
TD Capital Management
Tennessee
$7.28K
MAS
500
MPWM Advisory Solutions
Georgia
$7.19K