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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
NA
126
NewEdge Advisors
Louisiana
$6.07M
Ensign Peak Advisors
127
Ensign Peak Advisors
Utah
$6.01M
MIM
128
MetLife Investment Management
New Jersey
$5.94M
HI
129
Horizon Investments
North Carolina
$5.87M
WLPWM
130
Walled Lake Planning & Wealth Management
Illinois
$5.74M
Baird Financial Group
131
Baird Financial Group
Wisconsin
$5.66M
AI
132
Atom Investors
Texas
$5.62M
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
$5.6M
PC
134
Pier Capital
Connecticut
$5.57M
DWA
135
Dorsey Wright & Associates
California
$5.52M
AB
136
Amalgamated Bank
New York
$5.51M
TPM
137
Triasima Portfolio Management
Quebec, Canada
$5.5M
Cetera Investment Advisers
138
Cetera Investment Advisers
Illinois
$5.36M
Victory Capital Management
139
Victory Capital Management
Texas
$5.19M
HA
140
Harbor Advisors
Florida
$5.13M
Treasurer of the State of North Carolina
141
Treasurer of the State of North Carolina
North Carolina
$4.99M
EF
142
Empowered Funds
Pennsylvania
$4.97M
PFSRSONJ
143
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.97M
WC
144
Weil Company
California
$4.78M
New York State Teachers Retirement System (NYSTRS)
145
New York State Teachers Retirement System (NYSTRS)
New York
$4.74M
IG
146
ING Group
Netherlands
$4.64M
Pathstone Holdings
147
Pathstone Holdings
New Jersey
$4.55M
CIC
148
Chase Investment Counsel
Virginia
$4.53M
US Bancorp
149
US Bancorp
Minnesota
$4.49M
Tudor Investment Corp
150
Tudor Investment Corp
Connecticut
$4.35M