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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
US Bancorp
151
US Bancorp
Minnesota
$4.18M
New York State Teachers Retirement System (NYSTRS)
152
New York State Teachers Retirement System (NYSTRS)
New York
$4.16M
American Century Companies
153
American Century Companies
Missouri
$4.05M
TI
154
Tidal Investments
Wisconsin
$3.96M
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$3.94M
SSA
156
Schonfeld Strategic Advisors
New York
$3.92M
TPSF
157
Texas Permanent School Fund
Texas
$3.91M
TPM
158
Triasima Portfolio Management
Quebec, Canada
$3.87M
CIC
159
Chase Investment Counsel
Virginia
$3.81M
Cerity Partners
160
Cerity Partners
New York
$3.73M
Pathstone Holdings
161
Pathstone Holdings
New Jersey
$3.72M
HCM
162
Hilton Capital Management
New York
$3.7M
PFSRSONJ
163
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.66M
PP
164
PDT Partners
New York
$3.66M
State of Tennessee, Department of Treasury
165
State of Tennessee, Department of Treasury
Tennessee
$3.64M
Teacher Retirement System of Texas
166
Teacher Retirement System of Texas
Texas
$3.63M
CCIA
167
Campbell & Co Investment Adviser
Maryland
$3.63M
MML Investors Services
168
MML Investors Services
Massachusetts
$3.62M
AI
169
Atria Investments
North Carolina
$3.56M
HI
170
Horizon Investments
North Carolina
$3.53M
State Board of Administration of Florida Retirement System
171
State Board of Administration of Florida Retirement System
Florida
$3.44M
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$3.4M
YCM
173
Yousif Capital Management
Michigan
$3.4M
Daiwa Securities Group
174
Daiwa Securities Group
Japan
$3.4M
Cetera Investment Advisers
175
Cetera Investment Advisers
Illinois
$3.34M