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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
ETC
151
Exchange Traded Concepts
Oklahoma
$3.29M +$1.07M +6,255 +44%
State of Tennessee, Department of Treasury
152
State of Tennessee, Department of Treasury
Tennessee
$3.26M
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$3.22M -$1.01M -5,864 -23%
Two Sigma Investments
154
Two Sigma Investments
New York
$3.16M +$2.8M +16,305 +502%
DC
155
Davenport & Co
Virginia
$3.15M -$24.9K -145 -0.7%
State Board of Administration of Florida Retirement System
156
State Board of Administration of Florida Retirement System
Florida
$3.14M
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$3.13M -$2.26M -13,136 -40%
YCM
158
Yousif Capital Management
Michigan
$3.12M -$43.3K -252 -1%
PFSRSONJ
159
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.09M +$27.1K +158 +0.8%
MML Investors Services
160
MML Investors Services
Massachusetts
$3.06M -$385K -2,244 -11%
EF
161
Empowered Funds
Pennsylvania
$2.99M -$91.4K -532 -3%
MF
162
Magnetar Financial
Illinois
$2.95M +$221K +1,285 +8%
SA
163
Sanctuary Advisors
Indiana
$2.92M -$258K -1,502 -8%
PI
164
PineBridge Investments
New York
$2.91M +$2.54M +14,769 +452%
EP
165
Edgestream Partners
New Jersey
$2.9M -$2.77M -16,155 -47%
WCF
166
West Coast Financial
California
$2.9M -$409K -2,382 -12%
New York State Teachers Retirement System (NYSTRS)
167
New York State Teachers Retirement System (NYSTRS)
New York
$2.9M +$34.4K +200 +1%
Daiwa Securities Group
168
Daiwa Securities Group
Japan
$2.82M +$13.7K +80 +0.5%
AI
169
Atria Investments
North Carolina
$2.82M -$432K -2,514 -13%
AIP
170
Ameritas Investment Partners
Nebraska
$2.81M -$17.7K -103 -0.6%
MCM
171
Monument Capital Management
Virginia
$2.81M +$88.1K +513 +3%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$2.74M +$697K +4,056 +31%
TRSOTSOK
173
Teachers Retirement System of the State of Kentucky
Kentucky
$2.68M
DFCM
174
Dark Forest Capital Management
Puerto Rico
$2.65M +$2.49M +14,511 +774%
Citigroup
175
Citigroup
New York
$2.49M +$363K +2,111 +16%