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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
MM
351
MQS Management
New York
$381K
SCM
352
Sterling Capital Management
North Carolina
$371K
VF
353
Vista Finance
Missouri
$370K
RRA
354
Round Rock Advisors
Connecticut
$361K
UB
355
UMB Bank
Missouri
$361K
HAG
356
HighPoint Advisor Group
Illinois
$359K
BPA
357
Beacon Pointe Advisors
California
$358K
PMAM
358
Picton Mahoney Asset Management
Ontario, Canada
$357K
LWAM
359
Legacy Wealth Asset Management
Minnesota
$355K
GT
360
Glenmede Trust
Pennsylvania
$353K
MOS
361
MGO One Seven
Ohio
$342K
AWA
362
Argos Wealth Advisors
California
$336K
CIA
363
Concurrent Investment Advisors
Florida
$336K
VT
364
Vise Technologies
New York
$334K
NDSIB
365
North Dakota State Investment Board
North Dakota
$333K
ITG
366
Index Technologies Group
New York
$331K
AWM
367
AE Wealth Management
Kansas
$331K
RCAG
368
Rehmann Capital Advisory Group
Michigan
$327K
BFM
369
Boothbay Fund Management
New York
$324K
Commonwealth Equity Services
370
Commonwealth Equity Services
Massachusetts
$324K
NSUP
371
NLB Skladi upravljanje premozenja
$317K
SCM
372
Shelton Capital Management
Colorado
$316K
AB
373
ANB Bank
Colorado
$315K
HKIMG
374
Hutchens & Kramer Investment Management Group
Indiana
$311K
NW
375
NewEdge Wealth
Pennsylvania
$310K