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