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