We are live on ! Find out more
HLI icon

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
LPL Financial
76
LPL Financial
California
$15.3M +$1.87M +10,879 +13%
Citadel Advisors
77
Citadel Advisors
Florida
$15.3M -$26.4M -153,503 -62%
California Public Employees Retirement System
78
California Public Employees Retirement System
California
$14.8M -$101K -589 -0.6%
Voloridge Investment Management
79
Voloridge Investment Management
Florida
$14.7M +$12.6M +73,222 +411%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$14.6M -$793K -4,617 -5%
Stifel Financial
81
Stifel Financial
Missouri
$14.2M -$1.04M -6,060 -6%
Prudential Financial
82
Prudential Financial
New Jersey
$13M -$45.9M -266,988 -77%
MAM
83
Montanaro Asset Management
United Kingdom
$12.8M -$2.66M -15,500 -16%
RA
84
Royce & Associates
New York
$12.4M -$3.81M -22,154 -22%
PAM
85
PineStone Asset Management
Quebec, Canada
$11.2M +$1.44M +8,400 +14%
WT
86
Whittier Trust
California
$11M +$257K +1,496 +2%
SBH
87
Segall Bryant & Hamill
Illinois
$11M -$330K -1,921 -3%
Retirement Systems of Alabama
88
Retirement Systems of Alabama
Alabama
$10.6M +$103K +601 +0.9%
CWM
89
Congress Wealth Management
Massachusetts
$10.3M +$10.9M +63,750 New
PC
90
Pier Capital
Connecticut
$9.78M +$4.92M +28,670 +90%
RCW
91
Rheos Capital Works
Japan
$9.76M -$2.23M -13,000 -18%
MOACM
92
Mutual of America Capital Management
New York
$9.73M -$347K -2,020 -3%
Amundi
93
Amundi
France
$9.72M +$8.73M +50,847 +404%
CF
94
Corebridge Financial
Texas
$9.65M -$165K -960 -2%
Victory Capital Management
95
Victory Capital Management
Texas
$9.63M -$450K -2,621 -4%
SO
96
STRS Ohio
Ohio
$9.55M -$256K -1,488 -2%
FPTW
97
Franklin, Parlapiano, Turner & Welch
Texas
$9.14M -$401K -2,336 -4%
GWM
98
Geneos Wealth Management
Colorado
$8.97M +$6.48M +37,748 +212%
ACA
99
Aptus Capital Advisors
Alabama
$8.38M +$1M +5,843 +13%
VanEck Associates
100
VanEck Associates
New York
$8.38M +$866K +5,044 +11%