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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
SIC
526
SJS Investment Consulting
Ohio
$1.08K
CFD
527
Creative Financial Designs
Indiana
$900
CFO
528
CVA Family Office
Colorado
$900
WCM
529
WealthTrak Capital Management
Virginia
$900
HIA
530
HFM Investment Advisors
New Jersey
$900
BFS
531
Bare Financial Services
Pennsylvania
$720
MAM
532
Morse Asset Management
Connecticut
$720
RCM
533
Raleigh Capital Management
North Carolina
$542
S
534
Sachetta
Massachusetts
$540
RWM
535
Rialto Wealth Management
New York
$540
BHWM
536
Bay Harbor Wealth Management
Maryland
$539
FMP
537
Financial Management Professionals
Texas
$360
PWM
538
Parkworth Wealth Management
California
$360
TIM
539
Tortoise Investment Management
New York
$360
TIM
540
Total Investment Management
Arizona
$188
AWM
541
Activest Wealth Management
Florida
$180
RIL
542
Rothschild Investment LLC
Illinois
$180
TFM
543
TFC Financial Management
Massachusetts
$180
QWM
544
Quaker Wealth Management
New Jersey
$180
SC
545
Stephens Consulting
Michigan
$180
Point72 Asset Management
546
Point72 Asset Management
Connecticut
CF
547
Corebridge Financial
Texas
IP
548
Interval Partners
New York
WCF
549
West Coast Financial
California
OAC
550
OMERS Administration Corp
Ontario, Canada