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Houlihan Lokey

544 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, 190 increasing their positions, 208 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: 521544 (+23)

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: 208

Holders
544
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
N
551
Natixis
France
Rockefeller Capital Management
552
Rockefeller Capital Management
New York
PHK
553
Point72 Hong Kong
Hong Kong
MFGM
554
Marshall Financial Group (Maryland)
Maryland
PD
555
Point72 (DIFC)
United Arab Emirates
WLG
556
Williamson Legacy Group
Indiana
NG
557
Novem Group
New York
SFI
558
Susquehanna Fundamental Investments
Pennsylvania
AIMCA
559
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
USAA
560
United Services Automobile Association
Texas
Allianz Asset Management
561
Allianz Asset Management
Germany
FAIM
562
Financial Advocates Investment Management
Washington
ET
563
Equitable Trust
Tennessee
National Bank of Canada
564
National Bank of Canada
Quebec, Canada
PA
565
PharVision Advisers
Florida
FFP
566
FourThought Financial Partners
Florida
AWS
567
Atria Wealth Solutions
New York
TI
568
TrueMark Investments
Illinois
CFM
569
Crawford Fund Management
Massachusetts
TFS
570
Thoroughbred Financial Services
Tennessee
CBA
571
Coastal Bridge Advisors
Connecticut
VRS
572
Virginia Retirement Systems
Virginia
CCM
573
Coldstream Capital Management
Washington
MG
574
Mather Group
Illinois
CIAM
575
Caitong International Asset Management
Hong Kong