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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
Fidelity International
201
Fidelity International
Bermuda
$1.81M -$20.3M -117,929 -91%
OPERF
202
Oregon Public Employees Retirement Fund
Oregon
$1.78M +$23K +134 +1%
N
203
Natixis
France
$1.77M +$1.9M +11,085 New
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$1.76M -$230K -1,338 -11%
NAAA
205
New Age Alpha Advisors
New York
$1.75M -$160K -930 -8%
AssetMark Inc
206
AssetMark Inc
California
$1.72M +$16K +93 +0.9%
NMERB
207
New Mexico Educational Retirement Board
New Mexico
$1.71M
BCI
208
Brinker Capital Investments
Pennsylvania
$1.71M +$492K +2,865 +37%
OPS
209
Orion Portfolio Solutions
Nebraska
$1.71M +$492K +2,865 +37%
LAM
210
LECAP Asset Management
United Kingdom
$1.7M +$745K +4,337 +70%
CC
211
Centiva Capital
New York
$1.69M +$1.3M +7,558 +260%
LTAS
212
Linden Thomas Advisory Services
North Carolina
$1.65M +$127K +741 +8%
PP
213
PDT Partners
New York
$1.63M +$1.3M +7,566 +300%
VOYA Investment Management
214
VOYA Investment Management
Georgia
$1.59M +$67.8K +395 +4%
Deutsche Bank
215
Deutsche Bank
Germany
$1.55M +$411K +2,394 +33%
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$1.5M -$229K -1,335 -13%
Lazard Asset Management
217
Lazard Asset Management
New York
$1.5M +$259K +1,508 +19%
SEA
218
Stegent Equity Advisors
Texas
$1.5M -$84.2K -490 -5%
PAS
219
Park Avenue Securities
New York
$1.48M -$19.4K -113 -1%
Envestnet Portfolio Solutions
220
Envestnet Portfolio Solutions
Illinois
$1.48M -$406K -2,361 -20%
Truist Financial
221
Truist Financial
North Carolina
$1.48M -$538K -3,134 -25%
QCM
222
Quantinno Capital Management
New York
$1.47M +$1.31M +7,636 +526%
IIC
223
Integrated Investment Consultants
Michigan
$1.46M +$487K +2,836 +46%
Osaic Holdings
224
Osaic Holdings
Arizona
$1.45M -$57.7K -336 -4%
VCM
225
Voleon Capital Management
California
$1.41M +$1.5M +8,716 New