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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
TD Asset Management
251
TD Asset Management
Ontario, Canada
$1.03M
SFA
252
Sequoia Financial Advisors
Ohio
$994K
FB
253
Fulton Bank
Pennsylvania
$991K
MLM
254
Mount Lucas Management
Pennsylvania
$974K
GI
255
GAMMA Investing
California
$973K
AC
256
AXQ Capital
New Jersey
$970K
SFS
257
Sowell Financial Services
Arkansas
$954K
SOADOR
258
State of Alaska Department of Revenue
Alaska
$943K
PI
259
PineBridge Investments
New York
$925K
VOYA Investment Management
260
VOYA Investment Management
Georgia
$919K
UBP
261
Union Bancaire Privee
Switzerland
$918K
MGIA
262
Moneta Group Investment Advisors
Missouri
$917K
CAPTRUST Financial Advisors
263
CAPTRUST Financial Advisors
North Carolina
$913K
JIR
264
James Investment Research
Ohio
$913K
HIA
265
Harbor Investment Advisory
Maryland
$902K
SGAM
266
Smith Group Asset Management
Texas
$897K
CWM
267
CIBC World Markets
New York
$897K
N
268
Numerai
California
$897K
COI
269
Connable Office Inc
Michigan
$890K
NG
270
Norden Group
Utah
$879K
BIM
271
Bridges Investment Management
Nebraska
$877K
UCFA
272
United Capital Financial Advisors
Texas
$871K
SWIG
273
Strategic Wealth Investment Group
Kentucky
$869K
VF
274
Virtu Financial
New York
$863K
PWG
275
Portside Wealth Group
Utah
$862K