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Houlihan Lokey

550 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, 187 increasing their positions, 204 reducing their positions, and 63 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% more funds holding

Funds holding: 546550 (+4)

8% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 204

2.87% less ownership

Funds ownership: 102.52%99.65% (-2.9%)

Holders
550
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
Optiver Holding
476
Optiver Holding
Netherlands
$23K
FFO
477
Fortitude Family Office
Arizona
$22.4K
HFM
478
Harvest Fund Management
China
$22K
HWA
479
HHM Wealth Advisors
Tennessee
$21.4K
QC
480
Quent Capital
New York
$20.9K
DB
481
Danske Bank
Denmark
$20.5K
CIBC Private Wealth Group
482
CIBC Private Wealth Group
Georgia
$20.5K
CFG
483
Clayton Financial Group
Missouri
$20.1K
WTA
484
Washington Trust Advisors
Massachusetts
$18.7K
BIA
485
Bell Investment Advisors
California
$18.1K
Mitsubishi UFJ Asset Management
486
Mitsubishi UFJ Asset Management
Japan
$16K
SWM
487
Spire Wealth Management
Virginia
$16K
WWM
488
Wolff Wiese Magana
California
$15.4K
DWM
489
Dogwood Wealth Management
Kansas
$15K
BWL
490
Bogart Wealth LLC
Virginia
$14.8K
HWM
491
Hemington Wealth Management
Virginia
$14K
WA
492
Westfuller Advisors
New York
$13.6K
KFI
493
Key Financial Inc
Pennsylvania
$13.4K
LFG
494
Larson Financial Group
Missouri
$12.1K
AT
495
Arlington Trust
Alabama
$11.5K
ACM
496
Accent Capital Management
Ohio
$10.3K
Simplex Trading
497
Simplex Trading
Illinois
$10K
FPF
498
First Pacific Financial
Washington
$9.66K
MEG
499
Millstone Evans Group
Colorado
$9.45K
MAM
500
Morse Asset Management
Connecticut
$9.24K