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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
Cerity Partners
151
Cerity Partners
New York
$4.31M
TI
152
Tidal Investments
Wisconsin
$4.25M
State of Tennessee, Department of Treasury
153
State of Tennessee, Department of Treasury
Tennessee
$4.15M
AI
154
Atria Investments
North Carolina
$4.02M
Daiwa Securities Group
155
Daiwa Securities Group
Japan
$3.98M
PI
156
PineBridge Investments
New York
$3.96M
DFCM
157
Dark Forest Capital Management
Puerto Rico
$3.95M
BAM
158
Bell Asset Management
Australia
$3.94M
MML Investors Services
159
MML Investors Services
Massachusetts
$3.9M
State Board of Administration of Florida Retirement System
160
State Board of Administration of Florida Retirement System
Florida
$3.87M
Jacobs Levy Equity Management
161
Jacobs Levy Equity Management
New Jersey
$3.85M
HCM
162
Hilton Capital Management
New York
$3.81M
Creative Planning
163
Creative Planning
Kansas
$3.8M
RFC
164
Regions Financial Corp
Alabama
$3.71M
FA
165
Faithward Advisors
Pennsylvania
$3.68M
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$3.67M
YCM
167
Yousif Capital Management
Michigan
$3.67M
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$3.59M
VI
169
Vestcor Inc
New Brunswick, Canada
$3.47M
ECM
170
ExodusPoint Capital Management
New York
$3.44M
Zurich Cantonal Bank
171
Zurich Cantonal Bank
Switzerland
$3.42M
TRSOTSOK
172
Teachers Retirement System of the State of Kentucky
Kentucky
$3.41M
AIP
173
Ameritas Investment Partners
Nebraska
$3.37M
MCM
174
Monument Capital Management
Virginia
$3.35M
CAU
175
Caxton Associates (UK)
$3.32M