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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
AWM
376
Axxcess Wealth Management
California
$307K
BMWM
377
Brown Miller Wealth Management
Virginia
$307K
LCM
378
Legato Capital Management
California
$305K
GRP
379
Global Retirement Partners
California
$303K
TW
380
Trajan Wealth
Arizona
$303K
SWA
381
SFMG Wealth Advisors
Texas
$299K
IA
382
IFP Advisors
Florida
$295K
AG
383
AlTi Global
New York
$292K
VAS
384
Vestmark Advisory Solutions
Massachusetts
$289K
FA
385
Fedenia Advisers
Wisconsin
$288K
CIBC Asset Management
386
CIBC Asset Management
Ontario, Canada
$286K
Mitsubishi UFJ Trust & Banking
387
Mitsubishi UFJ Trust & Banking
Japan
$286K
AWA
388
Arkadios Wealth Advisors
Georgia
$286K
BIG
389
Brooklyn Investment Group
New York
$285K
SWA
390
Serenus Wealth Advisors
California
$280K
ICA
391
Infrastructure Capital Advisors
New York
$274K
AIM
392
Advyzon Investment Management
Illinois
$273K
EW
393
Evoke Wealth
California
$272K
KBC Group
394
KBC Group
Belgium
$271K
FTWA
395
Fifth Third Wealth Advisors
Ohio
$271K
RWM
396
Ritholtz Wealth Management
New York
$270K
AFP
397
Ausdal Financial Partners
Iowa
$266K
IIM
398
INTECH Investment Management
Florida
$265K
MG
399
Marex Group
$262K
HWM
400
HB Wealth Management
Georgia
$260K