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Houlihan Lokey

543 hedge funds and large institutions have $9.93B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 209 reducing their positions, and 52 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 capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

4% more funds holding

Funds holding: 520543 (+23)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 209

Holders
543
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
$3.85M
Puts
$2.48M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
126
ExodusPoint Capital Management
New York
$6.26M
GWM
127
Geneos Wealth Management
Colorado
$6.02M
Caisse de Depot et Placement du Quebec (CDPQ)
128
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.01M
Baird Financial Group
129
Baird Financial Group
Wisconsin
$5.81M
SG Americas Securities
130
SG Americas Securities
New York
$5.75M
VI
131
Vestcor Inc
New Brunswick, Canada
$5.67M
OAM
132
Oppenheimer Asset Management
New York
$5.61M
BAM
133
Bell Asset Management
Australia
$5.52M
BGDI
134
BW Gestao de Investimentos
Brazil
$5.47M
Victory Capital Management
135
Victory Capital Management
Texas
$5.44M
MIM
136
MetLife Investment Management
New Jersey
$5.38M
ACM
137
Aquatic Capital Management
Illinois
$5.34M
WLPWM
138
Walled Lake Planning & Wealth Management
Illinois
$5.29M
NA
139
NewEdge Advisors
Louisiana
$5.28M
Wealth Enhancement Advisory Services
140
Wealth Enhancement Advisory Services
Minnesota
$5.13M
PC
141
Pier Capital
Connecticut
$5.01M
AB
142
Amalgamated Bank
New York
$4.73M
DWA
143
Dorsey Wright & Associates
California
$4.62M
Treasurer of the State of North Carolina
144
Treasurer of the State of North Carolina
North Carolina
$4.55M
HA
145
Harbor Advisors
Florida
$4.5M
DFCM
146
Dark Forest Capital Management
Puerto Rico
$4.33M
HCA
147
Harbor Capital Advisors
Illinois
$4.31M
WC
148
Weil Company
California
$4.23M
RBA
149
Richard Bernstein Advisors
New York
$4.19M
EF
150
Empowered Funds
Pennsylvania
$4.18M