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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
VF
351
Vista Finance
Missouri
$370K
RRA
352
Round Rock Advisors
Connecticut
$361K
UB
353
UMB Bank
Missouri
$361K
HAG
354
HighPoint Advisor Group
Illinois
$359K
BPA
355
Beacon Pointe Advisors
California
$358K
PMAM
356
Picton Mahoney Asset Management
Ontario, Canada
$357K
LWAM
357
Legacy Wealth Asset Management
Minnesota
$355K
GT
358
Glenmede Trust
Pennsylvania
$353K
MOS
359
MGO One Seven
Ohio
$342K
AWA
360
Argos Wealth Advisors
California
$336K
CIA
361
Concurrent Investment Advisors
Florida
$336K
VT
362
Vise Technologies
New York
$334K
NDSIB
363
North Dakota State Investment Board
North Dakota
$333K
ITG
364
Index Technologies Group
New York
$331K
AWM
365
AE Wealth Management
Kansas
$331K
BFM
366
Boothbay Fund Management
New York
$324K
Commonwealth Equity Services
367
Commonwealth Equity Services
Massachusetts
$324K
NSUP
368
NLB Skladi upravljanje premozenja
$317K
SCM
369
Shelton Capital Management
Colorado
$316K
AB
370
ANB Bank
Colorado
$315K
HKIMG
371
Hutchens & Kramer Investment Management Group
Indiana
$311K
NW
372
NewEdge Wealth
Pennsylvania
$310K
Northwestern Mutual Wealth Management
373
Northwestern Mutual Wealth Management
Wisconsin
$309K
KPWS
374
Kestra Private Wealth Services
Texas
$309K
CCWM
375
Cassaday & Co Wealth Management
Virginia
$308K