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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
HFS
101
Hantz Financial Services
Michigan
$8.33M +$8.44M +49,129 +2,025%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$8.31M +$8.3M +48,326 +1,538%
FAM
103
Fenimore Asset Management
New York
$8.09M
California State Teachers Retirement System (CalSTRS)
104
California State Teachers Retirement System (CalSTRS)
California
$8.05M -$485K -2,826 -5%
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$8.01M +$1.07M +6,253 +14%
TI
106
Trexquant Investment
Connecticut
$7.91M +$8.41M +48,976 New
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.57M +$2.06M +12,020 +34%
HSBC Holdings
108
HSBC Holdings
United Kingdom
$7.42M +$2.91M +16,951 +57%
Comerica Bank
109
Comerica Bank
Texas
$7.17M +$3.18M +18,509 +71%
BAM
110
Bell Asset Management
Australia
$7.07M +$2.1M +12,255 +39%
Man Group
111
Man Group
United Kingdom
$7.04M -$324K -1,885 -4%
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.03M -$2.58K -15 -0%
Canada Life
113
Canada Life
Manitoba, Canada
$6.97M -$389K -2,263 -5%
TC
114
TownSquare Capital
Utah
$6.86M +$2.3M +13,374 +46%
Bank Julius Baer & Co
115
Bank Julius Baer & Co
Switzerland
$6.81M -$9.88M -57,541 -57%
OAM
116
Oppenheimer Asset Management
New York
$5.93M +$1.41M +8,198 +29%
WTC
117
WhitTier Trust Company
Nevada
$5.88M +$284K +1,655 +5%
T. Rowe Price Associates
118
T. Rowe Price Associates
Maryland
$5.81M +$372K +2,166 +6%
FNBT
119
FineMark National Bank & Trust
Florida
$5.63M -$13.2K -77 -0.2%
Ensign Peak Advisors
120
Ensign Peak Advisors
Utah
$5.55M +$430K +2,502 +8%
PCM
121
Prana Capital Management
Connecticut
$5.54M +$2.64M +15,354 +81%
VI
122
Vestcor Inc
New Brunswick, Canada
$5.25M -$165K -960 -3%
Polen Capital Management
123
Polen Capital Management
Florida
$5.22M -$636K -3,704 -10%
MIM
124
MetLife Investment Management
New Jersey
$4.88M -$34.9K -203 -0.7%
WLPWM
125
Walled Lake Planning & Wealth Management
Illinois
$4.76M -$26.3K -153 -0.5%