HLI icon

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
OIS
326
OneAscent Investment Solutions
Alabama
$490K
Aviva
327
Aviva
United Kingdom
$485K
SRL
328
Scientech Research LLC
New Jersey
$483K
CG
329
Caprock Group
Idaho
$478K
EGM
330
Engineers Gate Manager
New York
$477K
SCA
331
Snowden Capital Advisors
New York
$476K
MSRPS
332
Maryland State Retirement & Pension System
Maryland
$470K
VA
333
Vident Advisory
Georgia
$466K
IQI
334
Integrated Quantitative Investments
Washington
$462K
WA
335
Wealth Alliance
New York
$452K
BHPW
336
Beverly Hills Private Wealth
California
$436K
BEAM
337
Baker Ellis Asset Management
Washington
$435K
EWA
338
EverSource Wealth Advisors
Alabama
$432K
SPIA
339
Steward Partners Investment Advisory
New York
$411K
MCA
340
McGuire Capital Advisors
Oklahoma
$406K
WCP
341
Wealthcare Capital Partners
Pennsylvania
$405K
OF
342
Optimize Financial
California
$404K
Cambridge Investment Research Advisors
343
Cambridge Investment Research Advisors
Iowa
$401K
CG
344
Cynosure Group
Utah
$397K
FGP
345
Freestone Grove Partners
California
$396K
PAG
346
Private Advisor Group
New Jersey
$390K
BEI
347
Benjamin Edwards Inc
Missouri
$386K
QCG
348
Quadrant Capital Group
Ohio
$385K
Two Sigma Advisers
349
Two Sigma Advisers
New York
$383K
ProShare Advisors
350
ProShare Advisors
Maryland
$381K