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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
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$4.7M +$278K +1,618 +6%
NA
127
NewEdge Advisors
Louisiana
$4.66M +$437K +2,544 +10%
AQR Capital Management
128
AQR Capital Management
Connecticut
$4.6M +$1.7M +9,891 +50%
AB
129
Amalgamated Bank
New York
$4.26M -$130K -759 -3%
US Bancorp
130
US Bancorp
Minnesota
$4.25M -$1.16M -6,730 -20%
JF
131
Jump Financial
Illinois
$4.23M +$3.45M +20,075 +328%
RBA
132
Richard Bernstein Advisors
New York
$4.1M -$167K -975 -4%
WC
133
Weil Company
California
$4.06M +$72.1K +420 +2%
HA
134
Harbor Advisors
Florida
$4.04M
Capital Fund Management (CFM)
135
Capital Fund Management (CFM)
France
$4.01M +$1.29M +7,539 +44%
Janus Henderson Group
136
Janus Henderson Group
United Kingdom
$3.96M +$64.4K +375 +2%
DWA
137
Dorsey Wright & Associates
California
$3.95M +$351K +2,044 +9%
Treasurer of the State of North Carolina
138
Treasurer of the State of North Carolina
North Carolina
$3.92M +$210K +1,220 +5%
American Century Companies
139
American Century Companies
Missouri
$3.75M -$150K -872 -4%
TPM
140
Triasima Portfolio Management
Quebec, Canada
$3.66M
IP
141
Interval Partners
New York
$3.65M +$3.88M +22,615 New
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$3.62M +$294K +1,711 +8%
Pathstone Holdings
143
Pathstone Holdings
New Jersey
$3.56M +$175K +1,019 +5%
TI
144
Tidal Investments
Wisconsin
$3.56M +$143K +833 +4%
Verition Fund Management
145
Verition Fund Management
Connecticut
$3.39M +$1.92M +11,188 +114%
HCM
146
Hilton Capital Management
New York
$3.38M +$405K +2,357 +13%
CIC
147
Chase Investment Counsel
Virginia
$3.38M -$3.11M -18,097 -46%
QT
148
Quantbot Technologies
New York
$3.33M +$3.55M +20,646 New
Teacher Retirement System of Texas
149
Teacher Retirement System of Texas
Texas
$3.3M -$6.37M -37,070 -64%
HCA
150
Harbor Capital Advisors
Illinois
$3.3M +$3.51M +20,413 New