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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
Northwestern Mutual Wealth Management
376
Northwestern Mutual Wealth Management
Wisconsin
$309K
KPWS
377
Kestra Private Wealth Services
Texas
$309K
CCWM
378
Cassaday & Co Wealth Management
Virginia
$308K
AWM
379
Axxcess Wealth Management
California
$307K
BMWM
380
Brown Miller Wealth Management
Virginia
$307K
LCM
381
Legato Capital Management
California
$305K
GRP
382
Global Retirement Partners
California
$303K
TW
383
Trajan Wealth
Arizona
$303K
SWA
384
SFMG Wealth Advisors
Texas
$299K
IA
385
IFP Advisors
Florida
$295K
AG
386
AlTi Global
New York
$292K
VAS
387
Vestmark Advisory Solutions
Massachusetts
$289K
FA
388
Fedenia Advisers
Wisconsin
$288K
CIBC Asset Management
389
CIBC Asset Management
Ontario, Canada
$286K
Mitsubishi UFJ Trust & Banking
390
Mitsubishi UFJ Trust & Banking
Japan
$286K
AWA
391
Arkadios Wealth Advisors
Georgia
$286K
BIG
392
Brooklyn Investment Group
New York
$285K
SWA
393
Serenus Wealth Advisors
California
$280K
ICA
394
Infrastructure Capital Advisors
New York
$274K
AIM
395
Advyzon Investment Management
Illinois
$273K
EW
396
Evoke Wealth
California
$272K
KBC Group
397
KBC Group
Belgium
$271K
FTWA
398
Fifth Third Wealth Advisors
Ohio
$271K
RWM
399
Ritholtz Wealth Management
New York
$270K
AFP
400
Ausdal Financial Partners
Iowa
$266K