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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
ASRS
176
Arizona State Retirement System
Arizona
$2.49M -$11K -64 -0.4%
LSERS
177
Louisiana State Employees Retirement System
Louisiana
$2.44M +$34.4K +200 +1%
IMRF
178
Illinois Municipal Retirement Fund
Illinois
$2.4M
Canada Pension Plan Investment Board
179
Canada Pension Plan Investment Board
Ontario, Canada
$2.37M +$2.52M +14,700 New
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$2.35M +$116K +675 +5%
P
181
&Partners
Tennessee
$2.34M +$655K +3,815 +35%
AG
182
Algert Global
California
$2.32M
Corient Private Wealth
183
Corient Private Wealth
Florida
$2.28M -$673K -3,920 -22%
RFC
184
Regions Financial Corp
Alabama
$2.24M -$1.08M -6,310 -31%
State of New Jersey Common Pension Fund D
185
State of New Jersey Common Pension Fund D
New Jersey
$2.23M -$581K -3,381 -20%
FDCDDQ
186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.22M +$1.6M +9,297 +210%
OAC
187
OMERS Administration Corp
Ontario, Canada
$2.13M +$1.41M +8,200 +164%
Squarepoint
188
Squarepoint
New York
$2.12M +$1.85M +10,782 +459%
Mariner
189
Mariner
Kansas
$2.11M +$140K +817 +7%
COPPSERS
190
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.09M +$185K +1,079 +9%
SOMRS
191
State of Michigan Retirement System
Michigan
$2.08M +$34.4K +200 +2%
XT
192
XTX Topco
Cayman Islands
$2.04M +$2.17M +12,608 New
KK
193
KLP Kapitalforvaltning
Norway
$1.97M -$68.7K -400 -3%
NMIMC
194
Northwestern Mutual Investment Management Company
Wisconsin
$1.94M +$17.7K +103 +0.9%
GPGA
195
Grandeur Peak Global Advisors
Utah
$1.94M +$111K +647 +6%
OSAM
196
O'Shaughnessy Asset Management
Connecticut
$1.91M +$89.3K +520 +5%
ET
197
Entropy Technologies
New York
$1.88M +$706K +4,109 +55%
CS
198
Cannell & Spears
New York
$1.87M +$515 +3 +0%
CIC
199
Crawford Investment Counsel
Georgia
$1.87M +$284K +1,653 +17%
IWC
200
Integrated Wealth Concepts
Massachusetts
$1.85M +$69.6K +405 +4%