HLI icon

Houlihan Lokey

547 hedge funds and large institutions have $10.9B invested in Houlihan Lokey in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 186 increasing their positions, 203 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: $ → $

0% more funds holding

Funds holding: 546547 (+1)

8% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 203

2.92% less ownership

Funds ownership: 102.56%99.65% (-2.9%)

Holders
547
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
CAU
176
Caxton Associates (UK)
$3.32M
QCM
177
Quantinno Capital Management
New York
$3.31M
ASRS
178
Arizona State Retirement System
Arizona
$3.27M
Bank Julius Baer & Co
179
Bank Julius Baer & Co
Switzerland
$3.2M
State of New Jersey Common Pension Fund D
180
State of New Jersey Common Pension Fund D
New Jersey
$3.2M
FDCDDQ
181
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.18M
P
182
&Partners
Tennessee
$3.13M
LSERS
183
Louisiana State Employees Retirement System
Louisiana
$3.1M
OSAM
184
O'Shaughnessy Asset Management
Connecticut
$3.04M
Canada Pension Plan Investment Board
185
Canada Pension Plan Investment Board
Ontario, Canada
$3.02M
Mariner
186
Mariner
Kansas
$2.98M
DC
187
Davenport & Co
Virginia
$2.94M
Bank of Nova Scotia
188
Bank of Nova Scotia
Ontario, Canada
$2.87M
COPPSERS
189
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.87M
Corient Private Wealth
190
Corient Private Wealth
Florida
$2.84M
GPGA
191
Grandeur Peak Global Advisors
Utah
$2.84M
ETC
192
Exchange Traded Concepts
Oklahoma
$2.84M
SOMRS
193
State of Michigan Retirement System
Michigan
$2.65M
BF
194
BOK Financial
Oklahoma
$2.62M
NMIMC
195
Northwestern Mutual Investment Management Company
Wisconsin
$2.49M
FCM
196
FJ Capital Management
Virginia
$2.44M
QCM
197
QRG Capital Management
Illinois
$2.38M
NAAA
198
New Age Alpha Advisors
New York
$2.35M
KK
199
KLP Kapitalforvaltning
Norway
$2.3M
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$2.27M