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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
TSS
401
Two Sigma Securities
New York
$260K
Allspring Global Investments
402
Allspring Global Investments
North Carolina
$258K
WA
403
Waverly Advisors
Alabama
$256K
RP
404
Riverwater Partners
Wisconsin
$254K
Nisa Investment Advisors
405
Nisa Investment Advisors
Missouri
$252K
FFP
406
FourThought Financial Partners
Florida
$247K
1C
407
111 Capital
France
$244K
Lido Advisors
408
Lido Advisors
California
$244K
OIS
409
Okabena Investment Services
Minnesota
$241K
FFM
410
Forum Financial Management
Illinois
$236K
MFG
411
Merit Financial Group
Georgia
$235K
DWM
412
Diversify Wealth Management
Utah
$234K
CA
413
Clearstead Advisors
Ohio
$234K
OWM
414
OneAscent Wealth Management
Alabama
$230K
JFG
415
Jefferies Financial Group
New York
$229K
C
416
Covestor
United Kingdom
$227K
BAM
417
Blueshift Asset Management
New Jersey
$225K
National Bank of Canada
418
National Bank of Canada
Quebec, Canada
$225K
ECM
419
Evergreen Capital Management
Washington
$224K
PA
420
PFW Advisors
Georgia
$223K
DO
421
denkapparat Operations
Germany
$221K
MYAM
422
Meiji Yasuda Asset Management
Japan
$220K
VFA
423
Voya Financial Advisors
Connecticut
$220K
William Blair & Company
424
William Blair & Company
Illinois
$219K
MAS
425
Meeder Advisory Services
Ohio
$218K