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Houlihan Lokey

524 hedge funds and large institutions have $8.6B invested in Houlihan Lokey in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 202 increasing their positions, 170 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $5.57M | Put options by funds: $3.29M

47% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 53

19% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 170

4% more funds holding

Funds holding: 505524 (+19)

0.9% less ownership

Funds ownership: 99.5%98.6% (-0.9%)

7% less capital invested

Capital invested by funds: $9.29B → $8.6B (-$687M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
524
Holders Change
+19
Holders Change %
+3.76%
% of All Funds
7.03%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
78
Increased
202
Reduced
170
Closed
53
Calls
$5.57M
Puts
$3.29M
Net Calls
+$2.28M
Net Calls Change
+$539K
Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
501
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.42K
CA
502
Continuum Advisory
Idaho
$2.42K
HCM
503
Hollencrest Capital Management
California
$2.26K
SIC
504
Salem Investment Counselors
North Carolina
$2.26K
DPW
505
DiNuzzo Private Wealth
Pennsylvania
$2.1K +$172 +1 +8%
HWP
506
Highline Wealth Partners
California
$2.1K +$2.23K +13 New
TWD
507
True Wealth Design
Ohio
$1.78K +$1.89K +11 New
HI
508
Horizon Investments
North Carolina
$1.78K
SIC
509
SJS Investment Consulting
Ohio
$1.61K
HCP
510
Hexagon Capital Partners
Arkansas
$1.61K +$172 +1 +11%
PCTC
511
Perkins Coie Trust Company
Washington
$969 +$1.03K +6 New
SC
512
SouthState Corp
Florida
$969 +$1.03K +6 New
WCM
513
WealthTrak Capital Management
Virginia
$808
CFO
514
CVA Family Office
Colorado
$808 +$859 +5 New
HFS
515
Hughes Financial Services
Virginia
$492 +$515 +3 New
S
516
Sachetta
Massachusetts
$485
FMP
517
Financial Management Professionals
Texas
$323
PWM
518
Parkworth Wealth Management
California
$323
RIL
519
Rothschild Investment LLC
Illinois
$323 +$172 +1 +100%
ACA
520
American Capital Advisory
Idaho
$323 +$344 +2 New
BHWM
521
Bay Harbor Wealth Management
Maryland
$323 +$344 +2 New
HIA
522
HFM Investment Advisors
New Jersey
$323 +$344 +2 New
TFM
523
TFC Financial Management
Massachusetts
$162
MCM
524
MV Capital Management
Maryland
$162 +$172 +1 New
Balyasny Asset Management
525
Balyasny Asset Management
Illinois
-$22.2M -127,782 Closed