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Houlihan Lokey

546 hedge funds and large institutions have $9.93B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 190 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:

5% more funds holding

Funds holding: 522546 (+24)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 209

Holders
546
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
OLVIG
501
Oliver Lagore Vanvalin Investment Group
Michigan
$6.78K
TPWA
502
Twin Peaks Wealth Advisors
California
$6.77K
TCM
503
TD Capital Management
Tennessee
$6.36K
MAS
504
MPWM Advisory Solutions
Georgia
$6.3K
TPCW
505
TD Private Client Wealth
New York
$6.12K
NSIM
506
North Star Investment Management
Illinois
$5.27K
SS
507
Sunbelt Securities
Texas
$5.04K
PP
508
PFS Partners
New Jersey
$4.68K
RWS
509
Retirement Wealth Solutions
Wisconsin
$4.67K
BAM
510
Bellevue Asset Management
Washington
$4.32K
NC
511
NewSquare Capital
Pennsylvania
$4.14K
CIBC Private Wealth Group
512
CIBC Private Wealth Group
Georgia
$3.78K
PWMG
513
Private Wealth Management Group
New Jersey
$3.78K
WA
514
Whipplewood Advisors
Colorado
$3.42K
CIA
515
Cape Investment Advisory
Georgia
$3.42K
WB
516
Webster Bank
Connecticut
$3.06K
BCMLT
517
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.7K
HCM
518
Hollencrest Capital Management
California
$2.52K
DPW
519
DiNuzzo Private Wealth
Pennsylvania
$2.34K
HWP
520
Highline Wealth Partners
California
$2.34K
HIIFS
521
Harel Insurance Investments & Financial Services
Israel
$2K
TWD
522
True Wealth Design
Ohio
$1.98K
HNW
523
High Note Wealth
Minnesota
$1.98K
CH
524
Cromwell Holdings
Wyoming
$1.44K
HFS
525
Hughes Financial Services
Virginia
$1.15K