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Houlihan Lokey

540 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, 183 increasing their positions, 202 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: $ → $

1% less funds holding

Funds holding: 543540 (-3)

9% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 202

2.95% less ownership

Funds ownership: 102.53%99.58% (-2.9%)

Holders
540
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
TPCW
501
TD Private Client Wealth
New York
$6.98K
AGWCA
502
Annis Gardner Whiting Capital Advisors
Florida
$6.16K
NSIM
503
North Star Investment Management
Illinois
$6.03K
SS
504
Sunbelt Securities
Texas
$5.95K
PP
505
PFS Partners
New Jersey
$5.35K
RWS
506
Retirement Wealth Solutions
Wisconsin
$5.34K
SGK
507
Steigerwald Gordon & Koch
Virginia
$5.34K
BAM
508
Bellevue Asset Management
Washington
$4.93K
PWMG
509
Private Wealth Management Group
New Jersey
$4.31K
MA
510
Montag & Associates
Georgia
$3.7K
MAM
511
Marquette Asset Management
Minnesota
$3.08K
TWD
512
True Wealth Design
Ohio
$2.88K
JWM
513
JPL Wealth Management
Colorado
$2.88K
HCM
514
Hollencrest Capital Management
California
$2.87K
HWP
515
Highline Wealth Partners
California
$2.67K
DPW
516
DiNuzzo Private Wealth
Pennsylvania
$2.59K
MCM
517
Manchester Capital Management
Vermont
$2.05K
CCM
518
Cloud Capital Management
Washington
$2K
CH
519
Cromwell Holdings
Wyoming
$1.64K
WBC
520
West Branch Capital
Massachusetts
$1.44K
SIC
521
SJS Investment Consulting
Ohio
$1.23K
HFS
522
Hughes Financial Services
Virginia
$1.09K
CFD
523
Creative Financial Designs
Indiana
$1.03K
CFO
524
CVA Family Office
Colorado
$1.03K
HIA
525
HFM Investment Advisors
New Jersey
$1.03K