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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
CG
301
Clifford Group
Massachusetts
$663K
BCM
302
Brookstone Capital Management
Illinois
$660K
Los Angeles Capital Management
303
Los Angeles Capital Management
California
$657K
SIM
304
Studio Investment Management
Illinois
$647K
CIS
305
Custom Index Systems
New York
$647K
AWCI
306
Alpine Woods Capital Investors
New York
$642K
HIM
307
Hanlon Investment Management
New Jersey
$640K
BA
308
Bridgewater Associates
Connecticut
$627K
Janney Montgomery Scott
309
Janney Montgomery Scott
Pennsylvania
$591K
IMRF
310
Illinois Municipal Retirement Fund
Illinois
$584K
IIC
311
Integrated Investment Consultants
Michigan
$574K
DTL
312
Dynamic Technology Lab
Singapore
$571K
GC
313
Guggenheim Capital
Illinois
$562K
TRCT
314
Tower Research Capital (TRC)
New York
$552K
JCM
315
J2 Capital Management
Michigan
$545K
KAS
316
Kestra Advisory Services
Texas
$542K
IA
317
Inspire Advisors
Idaho
$540K
DWM
318
Dynasty Wealth Management
Florida
$540K
FBT
319
First Bank & Trust
South Dakota
$532K
SPS
320
Susquehanna Portfolio Strategies
Pennsylvania
$530K
MFS
321
Mirabella Financial Services
United Kingdom
$508K
CAG
322
Csenge Advisory Group
Florida
$504K
URS
323
Utah Retirement Systems
Utah
$498K
CAU
324
Caxton Associates (UK)
$498K
FT
325
Fiduciary Trust
Massachusetts
$492K