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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
Los Angeles Capital Management
301
Los Angeles Capital Management
California
$657K
SIM
302
Studio Investment Management
Illinois
$647K
CIS
303
Custom Index Systems
New York
$647K
AWCI
304
Alpine Woods Capital Investors
New York
$642K
HIM
305
Hanlon Investment Management
New Jersey
$640K
BA
306
Bridgewater Associates
Connecticut
$627K
Janney Montgomery Scott
307
Janney Montgomery Scott
Pennsylvania
$591K
IMRF
308
Illinois Municipal Retirement Fund
Illinois
$584K
IIC
309
Integrated Investment Consultants
Michigan
$574K
DTL
310
Dynamic Technology Lab
Singapore
$571K
GC
311
Guggenheim Capital
Illinois
$562K
TRCT
312
Tower Research Capital (TRC)
New York
$552K
JCM
313
J2 Capital Management
Michigan
$545K
KAS
314
Kestra Advisory Services
Texas
$542K
IA
315
Inspire Advisors
Idaho
$540K
DWM
316
Dynasty Wealth Management
Florida
$540K
FBT
317
First Bank & Trust
South Dakota
$532K
SPS
318
Susquehanna Portfolio Strategies
Pennsylvania
$530K
MFS
319
Mirabella Financial Services
United Kingdom
$508K
CAG
320
Csenge Advisory Group
Florida
$504K
URS
321
Utah Retirement Systems
Utah
$498K
CAU
322
Caxton Associates (UK)
$498K
FT
323
Fiduciary Trust
Massachusetts
$492K
OIS
324
OneAscent Investment Solutions
Alabama
$490K
Aviva
325
Aviva
United Kingdom
$485K