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Houlihan Lokey

569 hedge funds and large institutions have $9.29B invested in Houlihan Lokey in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 173 increasing their positions, 224 reducing their positions, and 74 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: $

more ownership

Funds ownership:

15% less capital invested

Capital invested by funds: $10.9B → $9.29B (-$1.59B)

23% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 224

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
569
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
CL
226
CIM LLC
New York
$1.43M
SEA
227
Stegent Equity Advisors
Texas
$1.42M
Pictet Asset Management
228
Pictet Asset Management
Switzerland
$1.41M
SFI
229
Susquehanna Fundamental Investments
Pennsylvania
$1.41M
Pacer Advisors
230
Pacer Advisors
Pennsylvania
$1.4M
FDCDDQ
231
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.39M
Truist Financial
232
Truist Financial
North Carolina
$1.34M
ASN
233
Advisory Services Network
Georgia
$1.3M
CAM
234
Cresset Asset Management
Illinois
$1.24M
X
235
Xponance
Pennsylvania
$1.24M
SC
236
SummitTX Capital
Texas
$1.24M
Renaissance Technologies
237
Renaissance Technologies
New York
$1.24M
AWM
238
Avior Wealth Management
Nebraska
$1.23M
N
239
Natixis
France
$1.21M
MFA
240
Mayflower Financial Advisors
Massachusetts
$1.21M
TFCM
241
Taylor Frigon Capital Management
Arizona
$1.2M
STA
242
Summit Trail Advisors
New York
$1.2M
M&T Bank
243
M&T Bank
New York
$1.17M
IB
244
Intrust Bank
Kansas
$1.13M
AI
245
Accredited Investors
Minnesota
$1.12M
VI
246
Vestcor Inc
New Brunswick, Canada
$1.11M
FC
247
FORA Capital
Florida
$1.09M
PP
248
Prudential plc
United Kingdom
$1.08M
Jones Financial Companies
249
Jones Financial Companies
Missouri
$1.08M
RMC
250
Resources Management Corp
Connecticut
$1.03M