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Houlihan Lokey

547 hedge funds and large institutions have $10.9B invested in Houlihan Lokey in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 186 increasing their positions, 203 reducing their positions, and 64 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: $ → $

0% more funds holding

Funds holding: 546547 (+1)

8% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 203

2.92% less ownership

Funds ownership: 102.56%99.65% (-2.9%)

Holders
547
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
HWA
476
HHM Wealth Advisors
Tennessee
$21.4K
QC
477
Quent Capital
New York
$20.9K
DB
478
Danske Bank
Denmark
$20.5K
CIBC Private Wealth Group
479
CIBC Private Wealth Group
Georgia
$20.5K
CFG
480
Clayton Financial Group
Missouri
$20.1K
WTA
481
Washington Trust Advisors
Massachusetts
$18.7K
BIA
482
Bell Investment Advisors
California
$18.1K
Mitsubishi UFJ Asset Management
483
Mitsubishi UFJ Asset Management
Japan
$16K
SWM
484
Spire Wealth Management
Virginia
$16K
WWM
485
Wolff Wiese Magana
California
$15.4K
DWM
486
Dogwood Wealth Management
Kansas
$15K
BWL
487
Bogart Wealth LLC
Virginia
$14.8K
HWM
488
Hemington Wealth Management
Virginia
$14K
WA
489
Westfuller Advisors
New York
$13.6K
KFI
490
Key Financial Inc
Pennsylvania
$13.4K
LFG
491
Larson Financial Group
Missouri
$12.1K
AT
492
Arlington Trust
Alabama
$11.5K
ACM
493
Accent Capital Management
Ohio
$10.3K
Simplex Trading
494
Simplex Trading
Illinois
$10K
FPF
495
First Pacific Financial
Washington
$9.66K
MEG
496
Millstone Evans Group
Colorado
$9.45K
MAM
497
Morse Asset Management
Connecticut
$9.24K
MSG
498
Main Street Group
Virginia
$9.24K
ADL
499
Asset Dedication LLC
California
$9.04K
FMII
500
Farmers & Merchants Investments Inc
Nebraska
$9.03K