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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
DPW
526
DiNuzzo Private Wealth
Pennsylvania
$2.59K
MCM
527
Manchester Capital Management
Vermont
$2.05K
CCM
528
Cloud Capital Management
Washington
$2K
CH
529
Cromwell Holdings
Wyoming
$1.64K
WBC
530
West Branch Capital
Massachusetts
$1.44K
SIC
531
SJS Investment Consulting
Ohio
$1.23K
HFS
532
Hughes Financial Services
Virginia
$1.09K
HIA
533
HFM Investment Advisors
New Jersey
$1.03K
CFD
534
Creative Financial Designs
Indiana
$1.03K
CFO
535
CVA Family Office
Colorado
$1.03K
TIM
536
Tortoise Investment Management
New York
$1.03K
BI
537
Binnacle Investments
Iowa
$1.03K
RWM
538
Rialto Wealth Management
New York
$822
BFS
539
Bare Financial Services
Pennsylvania
$821
BHWM
540
Bay Harbor Wealth Management
Maryland
$821
S
541
Sachetta
Massachusetts
$616
HWA
542
Heartwood Wealth Advisors
Virginia
$616
BIM
543
Breakwater Investment Management
Washington
$616
TPBG
544
Turning Point Benefit Group
Maryland
$602
FMP
545
Financial Management Professionals
Texas
$411
QWM
546
Quaker Wealth Management
New Jersey
$206
TFM
547
TFC Financial Management
Massachusetts
$206
AWM
548
Activest Wealth Management
Florida
$205
NMG
549
New Millennium Group
Utah
$205
RCM
550
Raleigh Capital Management
North Carolina
$14