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Houlihan Lokey

520 hedge funds and large institutions have $8.49B invested in Houlihan Lokey in 2025 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 199 increasing their positions, 169 reducing their positions, and 53 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2.14% less ownership

Funds ownership: 99.49%97.35% (-2.1%)

9% less capital invested

Capital invested by funds: $9.29B → $8.49B (-$795M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
520
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
$5.57M
Puts
$3.29M
Net Calls
Net Calls Change

Top Buyers

1 +$81.4M
2 +$81.4M
3 +$46.2M
4
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$42.3M
5
BlackRock
BlackRock
New York
+$40.9M

Top Sellers

1 -$73.4M
2 -$57.2M
3 -$51.5M
4
Prudential Financial
Prudential Financial
New Jersey
-$43.1M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$38.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
101
Baird Financial Group
Wisconsin
$8.31M
FAM
102
Fenimore Asset Management
New York
$8.09M
California State Teachers Retirement System (CalSTRS)
103
California State Teachers Retirement System (CalSTRS)
California
$8.05M
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$8.01M
TI
105
Trexquant Investment
Connecticut
$7.91M
Ohio Public Employees Retirement System (OPERS)
106
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.57M
HSBC Holdings
107
HSBC Holdings
United Kingdom
$7.42M
Comerica Bank
108
Comerica Bank
Texas
$7.17M
BAM
109
Bell Asset Management
Australia
$7.07M
Man Group
110
Man Group
United Kingdom
$7.04M
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.03M
Canada Life
112
Canada Life
Manitoba, Canada
$6.97M
TC
113
TownSquare Capital
Utah
$6.86M
Bank Julius Baer & Co
114
Bank Julius Baer & Co
Switzerland
$6.81M
OAM
115
Oppenheimer Asset Management
New York
$5.93M
WTC
116
WhitTier Trust Company
Nevada
$5.88M
T. Rowe Price Associates
117
T. Rowe Price Associates
Maryland
$5.81M
FNBT
118
FineMark National Bank & Trust
Florida
$5.63M
Ensign Peak Advisors
119
Ensign Peak Advisors
Utah
$5.55M
PCM
120
Prana Capital Management
Connecticut
$5.54M
VI
121
Vestcor Inc
New Brunswick, Canada
$5.25M
Polen Capital Management
122
Polen Capital Management
Florida
$5.22M
MIM
123
MetLife Investment Management
New Jersey
$4.88M
WLPWM
124
Walled Lake Planning & Wealth Management
Illinois
$4.76M
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$4.7M