HLI icon

Houlihan Lokey

563 hedge funds and large institutions have $9.27B invested in Houlihan Lokey in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 171 increasing their positions, 223 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

15% less capital invested

Capital invested by funds: $10.9B → $9.27B (-$1.62B)

23% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 223

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.88M
Puts
$7.68M
Net Calls
Net Calls Change

Top Buyers

1 +$245M
2 +$212M
3 +$26.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$26.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$21.2M

Top Sellers

1 -$64.1M
2 -$56.8M
3 -$49.5M
4
BlackRock
BlackRock
New York
-$49.4M
5
Capital International Investors
Capital International Investors
California
-$47.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Pictet Asset Management
226
Pictet Asset Management
Switzerland
$1.41M
SFI
227
Susquehanna Fundamental Investments
Pennsylvania
$1.41M
Pacer Advisors
228
Pacer Advisors
Pennsylvania
$1.4M
FDCDDQ
229
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.39M
Truist Financial
230
Truist Financial
North Carolina
$1.34M
ASN
231
Advisory Services Network
Georgia
$1.3M
CAM
232
Cresset Asset Management
Illinois
$1.24M
X
233
Xponance
Pennsylvania
$1.24M
SC
234
SummitTX Capital
Texas
$1.24M
Renaissance Technologies
235
Renaissance Technologies
New York
$1.24M
AWM
236
Avior Wealth Management
Nebraska
$1.23M
N
237
Natixis
France
$1.21M
MFA
238
Mayflower Financial Advisors
Massachusetts
$1.21M
TFCM
239
Taylor Frigon Capital Management
Arizona
$1.2M
STA
240
Summit Trail Advisors
New York
$1.2M
M&T Bank
241
M&T Bank
New York
$1.17M
IB
242
Intrust Bank
Kansas
$1.13M
AI
243
Accredited Investors
Minnesota
$1.12M
VI
244
Vestcor Inc
New Brunswick, Canada
$1.11M
FC
245
FORA Capital
Florida
$1.09M
PP
246
Prudential plc
United Kingdom
$1.08M
Jones Financial Companies
247
Jones Financial Companies
Missouri
$1.08M
RMC
248
Resources Management Corp
Connecticut
$1.03M
TD Asset Management
249
TD Asset Management
Ontario, Canada
$1.03M
SFA
250
Sequoia Financial Advisors
Ohio
$994K