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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
AP
201
Appleton Partners
Massachusetts
$2.23M
BCI
202
Brinker Capital Investments
Pennsylvania
$2.2M
AssetMark Inc
203
AssetMark Inc
California
$2.19M
CS
204
Cannell & Spears
New York
$2.16M
GWM
205
Gibbs Wealth Management
Georgia
$2.13M
IIM
206
INTECH Investment Management
Florida
$2.06M
Deutsche Bank
207
Deutsche Bank
Germany
$2.03M
VPIM
208
Vanguard Personalized Indexing Management
California
$2.02M
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$1.96M
RBA
210
Richard Bernstein Advisors
New York
$1.94M
IMRF
211
Illinois Municipal Retirement Fund
Illinois
$1.92M
LTAS
212
Linden Thomas Advisory Services
North Carolina
$1.86M
PAS
213
Park Avenue Securities
New York
$1.84M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
214
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.81M
CCM
215
Cinctive Capital Management
New York
$1.75M
AWM
216
Avior Wealth Management
Nebraska
$1.75M
CIC
217
Crawford Investment Counsel
Georgia
$1.74M
Universal-Beteiligungs- und Servicegesellschaft
218
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.68M
Truist Financial
219
Truist Financial
North Carolina
$1.67M
SEA
220
Stegent Equity Advisors
Texas
$1.65M
X
221
Xponance
Pennsylvania
$1.65M
CL
222
CIM LLC
New York
$1.64M
CAM
223
Cresset Asset Management
Illinois
$1.58M
HCA
224
Harbor Capital Advisors
Illinois
$1.56M
HCMT
225
Highland Capital Management (Tennessee)
Tennessee
$1.56M