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Houlihan Lokey

540 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, 183 increasing their positions, 202 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: $ → $

1% less funds holding

Funds holding: 543540 (-3)

9% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 202

2.95% less ownership

Funds ownership: 102.53%99.58% (-2.9%)

Holders
540
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
LAM
576
LECAP Asset Management
United Kingdom
MC
577
Machina Capital
France
BWG
578
Berry Wealth Group
Texas
NWAG
579
Net Worth Advisory Group
Utah
QCM
580
Qsemble Capital Management
New York
OFS
581
OneAscent Financial Services
Alabama
SC
582
SummitTX Capital
Texas
1C
583
111 Capital
France
SCM
584
SCS Capital Management
Massachusetts
RS
585
R Squared
Hong Kong
CC
586
Corton Capital
Ontario, Canada
MA
587
Mutual Advisors
Nebraska
PCM
588
Penserra Capital Management
California
BIG
589
Brooklyn Investment Group
New York
NS
590
NBC Securities
Alabama
TSMHT
591
Thurston Springer Miller Herd & Titak
Indiana
QL
592
Quarry LP
New York
VWWMG
593
Vermillion & White Wealth Management Group
Pennsylvania
TPWA
594
Twin Peaks Wealth Advisors
California
NC
595
NewSquare Capital
Pennsylvania
WA
596
Whipplewood Advisors
Colorado
WB
597
Webster Bank
Connecticut
BCMLT
598
Beacon Capital Management LLC (Tennessee)
Tennessee
HIIFS
599
Harel Insurance Investments & Financial Services
Israel
HNW
600
High Note Wealth
Minnesota