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Houlihan Lokey

505 hedge funds and large institutions have $9.29B invested in Houlihan Lokey in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 174 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 41

36% more call options, than puts

Call options by funds: $6.51M | Put options by funds: $4.78M

12% more funds holding

Funds holding: 451505 (+54)

11% more capital invested

Capital invested by funds: $8.36B → $9.29B (+$931M)

5% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 165

0.2% more ownership

Funds ownership: 99.3%99.5% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
505
Holders Change
+54
Holders Change %
+11.97%
% of All Funds
6.65%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
102
Increased
174
Reduced
165
Closed
41
Calls
$6.51M
Puts
$4.78M
Net Calls
+$1.74M
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Change in
Stake
FPF
476
First Pacific Financial
Washington
$4.17K
BAM
477
Bellevue Asset Management
Washington
$4.17K
CAS
478
Coppell Advisory Solutions
Texas
$3.65K
PWMG
479
Private Wealth Management Group
New Jersey
$3.65K
FMII
480
Farmers & Merchants Investments Inc
Nebraska
$3.3K
GM
481
GeoWealth Management
Illinois
$3.3K +$176 +1 +6%
TAM
482
Tucker Asset Management
Colorado
$3.13K
CFD
483
Creative Financial Designs
Indiana
$3.13K +$3.17K +18 New
FNWA
484
Financial Network Wealth Advisors
Utah
$2.6K -$10K -57 -79%
BCMLT
485
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.6K
CA
486
Continuum Advisory
Idaho
$2.6K
SIC
487
Salem Investment Counselors
North Carolina
$2.43K
HCM
488
Hollencrest Capital Management
California
$2.43K
DPW
489
DiNuzzo Private Wealth
Pennsylvania
$2.08K
HGERS
490
Householder Group Estate & Retirement Specialist
Arizona
$2K -$223K -1,268 -99%
HI
491
Horizon Investments
North Carolina
$1.91K +$1.94K +11 New
SIC
492
SJS Investment Consulting
Ohio
$1.74K -$352 -2 -17%
HCP
493
Hexagon Capital Partners
Arkansas
$1.56K
CIAM
494
Caitong International Asset Management
Hong Kong
$1.22K +$1.23K +7 New
WCM
495
WealthTrak Capital Management
Virginia
$869 +$880 +5 New
OSNBOA
496
Old Second National Bank of Aurora
Illinois
$695 +$704 +4 New
WA
497
WPG Advisers
Maryland
$695 +$704 +4 New
NS
498
NBC Securities
Alabama
$691 -$897K -5,096 -100%
S
499
Sachetta
Massachusetts
$521
FMP
500
Financial Management Professionals
Texas
$347