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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
BWP
51
Barlow Wealth Partners
Kentucky
$32.5M +$372K +2,164 +1%
EAM
52
Eventide Asset Management
Massachusetts
$31.7M +$3.33M +19,402 +11%
Public Employees Retirement Association of Colorado
53
Public Employees Retirement Association of Colorado
Colorado
$31.2M
Brown Advisory
54
Brown Advisory
Maryland
$30.3M -$757K -4,405 -2%
CIP
55
Champlain Investment Partners
Vermont
$29.9M +$31.8M +185,255 New
UBS AM
56
UBS AM
Illinois
$29.2M +$252K +1,467 +0.8%
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$27.3M +$14.1M +82,279 +95%
FLPIM
58
F.L. Putnam Investment Management
Massachusetts
$26.7M -$834K -4,857 -3%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$26.2M -$634K -3,689 -2%
Macquarie Group
60
Macquarie Group
Australia
$25.9M -$164K -956 -0.6%
Nordea Investment Management
61
Nordea Investment Management
Sweden
$25.7M -$19.6M -114,304 -41%
Renaissance Technologies
62
Renaissance Technologies
New York
$24.3M +$19.5M +113,700 +307%
N
63
Nuveen
North Carolina
$23.5M +$3.31M +19,270 +15%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$23.3M -$5.16M -30,071 -17%
Barclays
65
Barclays
United Kingdom
$23.1M +$14.6M +84,727 +145%
AA
66
ALPS Advisors
Colorado
$20.7M +$1.4M +8,177 +7%
Principal Financial Group
67
Principal Financial Group
Iowa
$20.1M +$260K +1,511 +1%
GIA
68
GHP Investment Advisors
Colorado
$19.4M -$615K -3,581 -3%
Millennium Management
69
Millennium Management
New York
$19M +$20.2M +117,422 New
Point72 Asset Management
70
Point72 Asset Management
Connecticut
$18.5M -$1.02M -5,947 -5%
Schroder Investment Management Group
71
Schroder Investment Management Group
United Kingdom
$18.4M +$200K +1,162 +1%
Legal & General Group
72
Legal & General Group
United Kingdom
$17.8M +$905K +5,270 +5%
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$17.5M +$3.16M +18,404 +21%
Swiss National Bank
74
Swiss National Bank
Switzerland
$16.8M -$137K -800 -0.8%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$16.8M +$4.33M +25,183 +32%