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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
FB
251
Fulton Bank
Pennsylvania
$991K
MLM
252
Mount Lucas Management
Pennsylvania
$974K
GI
253
GAMMA Investing
California
$973K
AC
254
AXQ Capital
New Jersey
$970K
SFS
255
Sowell Financial Services
Arkansas
$954K
SOADOR
256
State of Alaska Department of Revenue
Alaska
$943K
PI
257
PineBridge Investments
New York
$925K
VOYA Investment Management
258
VOYA Investment Management
Georgia
$919K
UBP
259
Union Bancaire Privee
Switzerland
$918K
MGIA
260
Moneta Group Investment Advisors
Missouri
$917K
CAPTRUST Financial Advisors
261
CAPTRUST Financial Advisors
North Carolina
$913K
JIR
262
James Investment Research
Ohio
$913K
HIA
263
Harbor Investment Advisory
Maryland
$902K
SGAM
264
Smith Group Asset Management
Texas
$897K
CWM
265
CIBC World Markets
New York
$897K
N
266
Numerai
California
$897K
COI
267
Connable Office Inc
Michigan
$890K
NG
268
Norden Group
Utah
$879K
BIM
269
Bridges Investment Management
Nebraska
$877K
UCFA
270
United Capital Financial Advisors
Texas
$871K
SWIG
271
Strategic Wealth Investment Group
Kentucky
$869K
VF
272
Virtu Financial
New York
$863K
PWG
273
Portside Wealth Group
Utah
$862K
NYLIM
274
New York Life Investment Management
New York
$850K
VCM
275
Voleon Capital Management
California
$849K