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