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Houlihan Lokey

524 hedge funds and large institutions have $8.6B invested in Houlihan Lokey in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 202 increasing their positions, 170 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $5.57M | Put options by funds: $3.29M

47% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 53

19% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 170

4% more funds holding

Funds holding: 505524 (+19)

0.9% less ownership

Funds ownership: 99.5%98.6% (-0.9%)

7% less capital invested

Capital invested by funds: $9.29B → $8.6B (-$687M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
524
Holders Change
+19
Holders Change %
+3.76%
% of All Funds
7.03%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
78
Increased
202
Reduced
170
Closed
53
Calls
$5.57M
Puts
$3.29M
Net Calls
+$2.28M
Net Calls Change
+$539K
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
551
Argent Trust Co
Tennessee
-$259K -1,493 Closed
ACM
552
Aster Capital Management
United Arab Emirates
-$225K -1,295 Closed
Rafferty Asset Management
553
Rafferty Asset Management
New York
-$213K -1,224 Closed
CL
554
Choreo LLC
Illinois
-$212K -1,219 Closed
SPA
555
Sherbrooke Park Advisers
New York
-$209K -1,205 Closed
LAM
556
Longboard Asset Management
Arizona
-$208K -1,198 Closed
SW
557
SteelPeak Wealth
California
-$207K -1,190 Closed
JIC
558
Johnson Investment Counsel
Ohio
-$204K -1,176 Closed
MAS
559
Meeder Advisory Services
Ohio
-$204K -1,176 Closed
SFA
560
Sequoia Financial Advisors
Ohio
-$202K -1,161 Closed
VFA
561
Values First Advisors
Tennessee
-$146K -840 Closed
VWM
562
Venturi Wealth Management
Texas
-$126K -727 Closed
KI
563
Kapitalo Investimentos
Brazil
-$105K -604 Closed
PP
564
Pingora Partners
Wyoming
-$69.5K -400 Closed
Simplex Trading
565
Simplex Trading
Illinois
-$64.4K -375 Closed
VAG
566
VisionPoint Advisory Group
Texas
-$62.3K -363 Closed
FLP
567
Financial Life Planners
Arizona
-$33.2K -191 Closed
EBA
568
Eagle Bay Advisors
New York
-$24.1K -139 Closed
VHAM
569
Van Hulzen Asset Management
California
-$18.6K -107 Closed
SSG
570
Summit Securities Group
New York
-$17.4K -100 Closed
JFGIW
571
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$7.63K -42 Closed
KIM
572
Kestra Investment Management
Texas
-$4.72K -27 Closed
FWA
573
FSC Wealth Advisors
New York
-$4.51K -26 Closed
CAS
574
Coppell Advisory Solutions
Texas
-$3.65K -21 Closed
GM
575
GeoWealth Management
Illinois
-$3.3K -19 Closed