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Houlihan Lokey

550 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, 187 increasing their positions, 204 reducing their positions, and 63 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% more funds holding

Funds holding: 546550 (+4)

8% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 204

2.87% less ownership

Funds ownership: 102.52%99.65% (-2.9%)

Holders
550
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
MSG
501
Main Street Group
Virginia
$9.24K
ADL
502
Asset Dedication LLC
California
$9.04K
FMII
503
Farmers & Merchants Investments Inc
Nebraska
$9.03K
SS
504
SBI Securities
Japan
$8.62K
WCM
505
Westend Capital Management
California
$8.42K
JWA
506
JFS Wealth Advisors
Pennsylvania
$8.21K
SL
507
Salomon & Ludwin
Virginia
$8.06K
TCM
508
TD Capital Management
Tennessee
$7.28K
MAS
509
MPWM Advisory Solutions
Georgia
$7.19K
TPCW
510
TD Private Client Wealth
New York
$6.98K
AGWCA
511
Annis Gardner Whiting Capital Advisors
Florida
$6.16K
NSIM
512
North Star Investment Management
Illinois
$6.03K
SS
513
Sunbelt Securities
Texas
$5.95K
PP
514
PFS Partners
New Jersey
$5.35K
RWS
515
Retirement Wealth Solutions
Wisconsin
$5.34K
SGK
516
Steigerwald Gordon & Koch
Virginia
$5.34K
BAM
517
Bellevue Asset Management
Washington
$4.93K
PWMG
518
Private Wealth Management Group
New Jersey
$4.31K
CIA
519
Cape Investment Advisory
Georgia
$3.9K
MA
520
Montag & Associates
Georgia
$3.7K
MAM
521
Marquette Asset Management
Minnesota
$3.08K
TWD
522
True Wealth Design
Ohio
$2.88K
JWM
523
JPL Wealth Management
Colorado
$2.88K
HCM
524
Hollencrest Capital Management
California
$2.87K
HWP
525
Highline Wealth Partners
California
$2.67K