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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
Ameriprise
76
Ameriprise
Minnesota
$21.5M
Swiss National Bank
77
Swiss National Bank
Switzerland
$21.4M
Amundi
78
Amundi
France
$21.2M
California Public Employees Retirement System
79
California Public Employees Retirement System
California
$20.7M
AA
80
ALPS Advisors
Colorado
$20M
Millennium Management
81
Millennium Management
New York
$19.2M
MAM
82
Montanaro Asset Management
United Kingdom
$18.3M
AIM
83
AXA Investment Managers
France
$17.4M
SBH
84
Segall Bryant & Hamill
Illinois
$17.3M
Stifel Financial
85
Stifel Financial
Missouri
$16.7M
Prudential Financial
86
Prudential Financial
New Jersey
$15.7M
PAM
87
PineStone Asset Management
Quebec, Canada
$15.3M
Citadel Advisors
88
Citadel Advisors
Florida
$14.8M
WHGC
89
Wealth High Governance Capital
Brazil
$14.8M
Russell Investments Group
90
Russell Investments Group
United Kingdom
$14.7M
Nordea Investment Management
91
Nordea Investment Management
Sweden
$14.6M
WT
92
Whittier Trust
California
$14.3M
Retirement Systems of Alabama
93
Retirement Systems of Alabama
Alabama
$13.5M
ACA
94
Aptus Capital Advisors
Alabama
$13.5M
N
95
Natixis
France
$12.9M
PCM
96
Prana Capital Management
Connecticut
$12.6M
Voloridge Investment Management
97
Voloridge Investment Management
Florida
$11.9M
MOACM
98
Mutual of America Capital Management
New York
$11.8M
FPTW
99
Franklin, Parlapiano, Turner & Welch
Texas
$11.1M
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$11M