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Houlihan Lokey

542 hedge funds and large institutions have $9.92B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 208 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
+22
Holders Change %
+4.23%
% of All Funds
7.27%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
79
Increased
188
Reduced
208
Closed
52
Calls
$3.85M
Puts
$2.48M
Net Calls
+$1.37M
Net Calls Change
-$908K
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
476
Westside Investment Management
California
$16.3K +$10.5K +58 +181%
Mitsubishi UFJ Asset Management
477
Mitsubishi UFJ Asset Management
Japan
$14K
SWM
478
Spire Wealth Management
Virginia
$14K +$180 +1 +1%
CPG
479
Cornerstone Planning Group
New Jersey
$13.9K -$6.94K -36 -33%
AAP
480
Arax Advisory Partners
Colorado
$13.9K -$1.14K -5 -8%
WWM
481
Wolff Wiese Magana
California
$13.5K -$29.9K -166 -69%
BWL
482
Bogart Wealth LLC
Virginia
$13K -$14.4K -80 -53%
KFI
483
Key Financial Inc
Pennsylvania
$12.1K
HWM
484
Hemington Wealth Management
Virginia
$11K +$1.72K +10 +19%
DWM
485
Dogwood Wealth Management
Kansas
$10.9K +$10.9K +59 New
LFG
486
Larson Financial Group
Missouri
$10.6K -$6.12K -34 -37%
AT
487
Arlington Trust
Alabama
$10.1K
VWWMG
488
Vermillion & White Wealth Management Group
Pennsylvania
$9.54K +$9.54K +53 New
HIA
489
Harbor Investment Advisory
Maryland
$9K
FPF
490
First Pacific Financial
Washington
$8.46K +$1.08K +6 +15%
CFB
491
Cullen/Frost Bankers
Texas
$8K
SS
492
SBI Securities
Japan
$7.92K
FMII
493
Farmers & Merchants Investments Inc
Nebraska
$7.56K +$1.26K +7 +20%
WCM
494
Westend Capital Management
California
$7.38K +$7.38K +41 New
JWA
495
JFS Wealth Advisors
Pennsylvania
$7.2K +$180 +1 +3%
FNWA
496
Financial Network Wealth Advisors
Utah
$6.87K
OLVIG
497
Oliver Lagore Vanvalin Investment Group
Michigan
$6.78K +$6.78K +42 New
TPWA
498
Twin Peaks Wealth Advisors
California
$6.77K +$6.77K +35 New
TCM
499
TD Capital Management
Tennessee
$6.36K
MAS
500
MPWM Advisory Solutions
Georgia
$6.3K