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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
BlackRock
1
BlackRock
New York
$908M +$43.5M +253,246 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$857M +$7.05M +41,030 +0.8%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$473M -$60.9M -354,335 -11%
EARNEST Partners
4
EARNEST Partners
Georgia
$428M -$54.7M -318,651 -11%
State Street
5
State Street
Massachusetts
$280M +$6.74M +39,254 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$272M -$32.9M -191,286 -10%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$225M -$18M -104,531 -7%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$194M -$16.6M -96,369 -7%
BAM
9
Burgundy Asset Management
Ontario, Canada
$192M -$10.7M -62,009 -5%
BAMCO Inc
10
BAMCO Inc
New York
$185M
Geode Capital Management
11
Geode Capital Management
Massachusetts
$165M +$9.27M +53,982 +6%
Bank of America
12
Bank of America
North Carolina
$162M -$13.6M -78,954 -7%
Invesco
13
Invesco
Georgia
$148M -$21.5M -125,189 -12%
Capital International Investors
14
Capital International Investors
California
$128M +$278K +1,619 +0.2%
Raymond James Financial
15
Raymond James Financial
Florida
$128M -$5.94M -34,590 -4%
FMI
16
Fiduciary Management Inc
Wisconsin
$122M -$78M -454,289 -38%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$113M -$41.3M -240,279 -26%
Norges Bank
18
Norges Bank
Norway
$109M +$2.96M +17,241 +3%
ClearBridge Investments
19
ClearBridge Investments
New York
$102M -$239K -1,394 -0.2%
SEI Investments
20
SEI Investments
Pennsylvania
$97.6M -$22.7M -132,338 -18%
Charles Schwab
21
Charles Schwab
California
$96.7M -$719K -4,189 -0.7%
Ameriprise
22
Ameriprise
Minnesota
$96.1M -$30.5M -177,514 -23%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$90.1M +$1.5M +8,733 +2%
Morgan Stanley
24
Morgan Stanley
New York
$88.3M -$2.68M -15,625 -3%
Northern Trust
25
Northern Trust
Illinois
$87.2M -$13.8M -80,218 -13%