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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
SRL
326
Scientech Research LLC
New Jersey
$483K
CG
327
Caprock Group
Idaho
$478K
EGM
328
Engineers Gate Manager
New York
$477K
SCA
329
Snowden Capital Advisors
New York
$476K
MSRPS
330
Maryland State Retirement & Pension System
Maryland
$470K
VA
331
Vident Advisory
Georgia
$466K
IQI
332
Integrated Quantitative Investments
Washington
$462K
WA
333
Wealth Alliance
New York
$452K
BHPW
334
Beverly Hills Private Wealth
California
$436K
BEAM
335
Baker Ellis Asset Management
Washington
$435K
EWA
336
EverSource Wealth Advisors
Alabama
$432K
SPIA
337
Steward Partners Investment Advisory
New York
$411K
MCA
338
McGuire Capital Advisors
Oklahoma
$406K
WCP
339
Wealthcare Capital Partners
Pennsylvania
$405K
OF
340
Optimize Financial
California
$404K
Cambridge Investment Research Advisors
341
Cambridge Investment Research Advisors
Iowa
$401K
CG
342
Cynosure Group
Utah
$397K
FGP
343
Freestone Grove Partners
California
$396K
PAG
344
Private Advisor Group
New Jersey
$390K
BEI
345
Benjamin Edwards Inc
Missouri
$386K
QCG
346
Quadrant Capital Group
Ohio
$385K
Two Sigma Advisers
347
Two Sigma Advisers
New York
$383K
ProShare Advisors
348
ProShare Advisors
Maryland
$381K
MM
349
MQS Management
New York
$381K
SCM
350
Sterling Capital Management
North Carolina
$371K