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Houlihan Lokey

540 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, 183 increasing their positions, 202 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: $ → $

1% less funds holding

Funds holding: 543540 (-3)

9% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 202

2.95% less ownership

Funds ownership: 102.53%99.58% (-2.9%)

Holders
540
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
TIM
526
Tortoise Investment Management
New York
$1.03K
BI
527
Binnacle Investments
Iowa
$1.03K
RWM
528
Rialto Wealth Management
New York
$822
BFS
529
Bare Financial Services
Pennsylvania
$821
BHWM
530
Bay Harbor Wealth Management
Maryland
$821
S
531
Sachetta
Massachusetts
$616
HWA
532
Heartwood Wealth Advisors
Virginia
$616
BIM
533
Breakwater Investment Management
Washington
$616
TPBG
534
Turning Point Benefit Group
Maryland
$602
FMP
535
Financial Management Professionals
Texas
$411
TFM
536
TFC Financial Management
Massachusetts
$206
QWM
537
Quaker Wealth Management
New Jersey
$206
AWM
538
Activest Wealth Management
Florida
$205
NMG
539
New Millennium Group
Utah
$205
RCM
540
Raleigh Capital Management
North Carolina
$14
Norges Bank
541
Norges Bank
Norway
Assenagon Asset Management
542
Assenagon Asset Management
Luxembourg
ACL
543
Azora Capital LP
Florida
EP
544
Edgestream Partners
New Jersey
MF
545
Magnetar Financial
Illinois
RCW
546
Rheos Capital Works
Japan
SSA
547
Schonfeld Strategic Advisors
New York
TPSF
548
Texas Permanent School Fund
Texas
CCIA
549
Campbell & Co Investment Adviser
Maryland
TC
550
TwinBeech Capital
New York