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Houlihan Lokey

547 hedge funds and large institutions have $10.9B invested in Houlihan Lokey in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 186 increasing their positions, 203 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: $ → $

0% more funds holding

Funds holding: 546547 (+1)

8% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 203

2.92% less ownership

Funds ownership: 102.56%99.65% (-2.9%)

Holders
547
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
SS
501
SBI Securities
Japan
$8.62K
WCM
502
Westend Capital Management
California
$8.42K
JWA
503
JFS Wealth Advisors
Pennsylvania
$8.21K
SL
504
Salomon & Ludwin
Virginia
$8.06K
TCM
505
TD Capital Management
Tennessee
$7.28K
MAS
506
MPWM Advisory Solutions
Georgia
$7.19K
TPCW
507
TD Private Client Wealth
New York
$6.98K
AGWCA
508
Annis Gardner Whiting Capital Advisors
Florida
$6.16K
NSIM
509
North Star Investment Management
Illinois
$6.03K
SS
510
Sunbelt Securities
Texas
$5.95K
PP
511
PFS Partners
New Jersey
$5.35K
RWS
512
Retirement Wealth Solutions
Wisconsin
$5.34K
SGK
513
Steigerwald Gordon & Koch
Virginia
$5.34K
BAM
514
Bellevue Asset Management
Washington
$4.93K
PWMG
515
Private Wealth Management Group
New Jersey
$4.31K
CIA
516
Cape Investment Advisory
Georgia
$3.9K
MA
517
Montag & Associates
Georgia
$3.7K
MAM
518
Marquette Asset Management
Minnesota
$3.08K
TWD
519
True Wealth Design
Ohio
$2.88K
JWM
520
JPL Wealth Management
Colorado
$2.88K
HCM
521
Hollencrest Capital Management
California
$2.87K
HWP
522
Highline Wealth Partners
California
$2.67K
DPW
523
DiNuzzo Private Wealth
Pennsylvania
$2.59K
MCM
524
Manchester Capital Management
Vermont
$2.05K
CCM
525
Cloud Capital Management
Washington
$2K