HLI icon

Houlihan Lokey

543 hedge funds and large institutions have $9.93B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 188 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:

4% more funds holding

Funds holding: 520543 (+23)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 209

Holders
543
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
MAS
501
MPWM Advisory Solutions
Georgia
$6.3K
TPCW
502
TD Private Client Wealth
New York
$6.12K
NSIM
503
North Star Investment Management
Illinois
$5.27K
SS
504
Sunbelt Securities
Texas
$5.04K
PP
505
PFS Partners
New Jersey
$4.68K
RWS
506
Retirement Wealth Solutions
Wisconsin
$4.67K
BAM
507
Bellevue Asset Management
Washington
$4.32K
NC
508
NewSquare Capital
Pennsylvania
$4.14K
CIBC Private Wealth Group
509
CIBC Private Wealth Group
Georgia
$3.78K
PWMG
510
Private Wealth Management Group
New Jersey
$3.78K
WA
511
Whipplewood Advisors
Colorado
$3.42K
CIA
512
Cape Investment Advisory
Georgia
$3.42K
WB
513
Webster Bank
Connecticut
$3.06K
BCMLT
514
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.7K
HCM
515
Hollencrest Capital Management
California
$2.52K
DPW
516
DiNuzzo Private Wealth
Pennsylvania
$2.34K
HWP
517
Highline Wealth Partners
California
$2.34K
HIIFS
518
Harel Insurance Investments & Financial Services
Israel
$2K
TWD
519
True Wealth Design
Ohio
$1.98K
HNW
520
High Note Wealth
Minnesota
$1.98K
CH
521
Cromwell Holdings
Wyoming
$1.44K
HFS
522
Hughes Financial Services
Virginia
$1.15K
SIC
523
SJS Investment Consulting
Ohio
$1.08K
CFD
524
Creative Financial Designs
Indiana
$900
WCM
525
WealthTrak Capital Management
Virginia
$900