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Houlihan Lokey

543 hedge funds and large institutions have $9.93B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 209 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

4% more funds holding

Funds holding: 520543 (+23)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 209

Holders
543
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.85M
Puts
$2.48M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WTA
476
Washington Trust Advisors
Massachusetts
$16.4K
WIM
477
Westside Investment Management
California
$16.3K
Mitsubishi UFJ Asset Management
478
Mitsubishi UFJ Asset Management
Japan
$14K
SWM
479
Spire Wealth Management
Virginia
$14K
CPG
480
Cornerstone Planning Group
New Jersey
$13.9K
AAP
481
Arax Advisory Partners
Colorado
$13.9K
WWM
482
Wolff Wiese Magana
California
$13.5K
BWL
483
Bogart Wealth LLC
Virginia
$13K
KFI
484
Key Financial Inc
Pennsylvania
$12.1K
HWM
485
Hemington Wealth Management
Virginia
$11K
DWM
486
Dogwood Wealth Management
Kansas
$10.9K
LFG
487
Larson Financial Group
Missouri
$10.6K
AT
488
Arlington Trust
Alabama
$10.1K
VWWMG
489
Vermillion & White Wealth Management Group
Pennsylvania
$9.54K
HIA
490
Harbor Investment Advisory
Maryland
$9K
FPF
491
First Pacific Financial
Washington
$8.46K
CFB
492
Cullen/Frost Bankers
Texas
$8K
SS
493
SBI Securities
Japan
$7.92K
FMII
494
Farmers & Merchants Investments Inc
Nebraska
$7.56K
WCM
495
Westend Capital Management
California
$7.38K
JWA
496
JFS Wealth Advisors
Pennsylvania
$7.2K
FNWA
497
Financial Network Wealth Advisors
Utah
$6.87K
OLVIG
498
Oliver Lagore Vanvalin Investment Group
Michigan
$6.78K
TPWA
499
Twin Peaks Wealth Advisors
California
$6.77K
TCM
500
TD Capital Management
Tennessee
$6.36K