We are live on ! Find out more
HLI icon

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
SS
476
SBI Securities
Japan
$7.11K -$4.98K -29 -40%
FPF
477
First Pacific Financial
Washington
$6.62K +$2.92K +17 +71%
JWA
478
JFS Wealth Advisors
Pennsylvania
$6.3K
WT
479
Washington Trust
Rhode Island
$6.18K -$1.72K -10 -21%
FNWA
480
Financial Network Wealth Advisors
Utah
$6.15K +$3.95K +23 +153%
CWC
481
Carolinas Wealth Consulting
North Carolina
$5.98K
MEG
482
Millstone Evans Group
Colorado
$5.81K +$6.18K +36 New
TCM
483
TD Capital Management
Tennessee
$5.69K
MAS
484
MPWM Advisory Solutions
Georgia
$5.65K
FMII
485
Farmers & Merchants Investments Inc
Nebraska
$5.65K +$2.75K +16 +84%
CA
486
CoreCap Advisors
Michigan
$5.49K
WIM
487
Westside Investment Management
California
$5.25K
CT
488
Clearstead Trust
Maine
$5.17K +$5.5K +32 New
NSIM
489
North Star Investment Management
Illinois
$4.71K
RWM
490
Ruedi Wealth Management
Illinois
$4.68K
SS
491
Sunbelt Securities
Texas
$4.68K
RWS
492
Retirement Wealth Solutions
Wisconsin
$4.17K -$2.75K -16 -38%
CFD
493
Creative Financial Designs
Indiana
$4.04K +$1.2K +7 +39%
NC
494
NewSquare Capital
Pennsylvania
$4.04K +$3.95K +23 +1,150%
BAM
495
Bellevue Asset Management
Washington
$3.88K
PWMG
496
Private Wealth Management Group
New Jersey
$3.39K
QC
497
Quent Capital
New York
$3.23K -$859 -5 -20%
WA
498
Whipplewood Advisors
Colorado
$3.07K +$12.4K +72 +225%
WA
499
WPG Advisers
Maryland
$2.91K +$2.4K +14 +350%
AWM
500
Activest Wealth Management
Florida
$2.75K +$2.92K +17 New