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Houlihan Lokey

574 hedge funds and large institutions have $9.29B invested in Houlihan Lokey in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 173 increasing their positions, 225 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: 225

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
574
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
MYAM
426
Meiji Yasuda Asset Management
Japan
$220K
VFA
427
Voya Financial Advisors
Connecticut
$220K
William Blair & Company
428
William Blair & Company
Illinois
$219K
MAS
429
Meeder Advisory Services
Ohio
$218K
MAM
430
Martingale Asset Management
Massachusetts
$213K
OFO
431
OneAscent Family Office
Alabama
$213K
IAA
432
Independent Advisor Alliance
North Carolina
$213K
SWP
433
Sagespring Wealth Partners
Tennessee
$209K
OIA
434
OneDigital Investment Advisors
Kansas
$209K
BCM
435
Bannerstone Capital Management
Minnesota
$208K
OFS
436
OneAscent Financial Services
Alabama
$208K
Bessemer Group
437
Bessemer Group
New Jersey
$208K
JIC
438
Johnson Investment Counsel
Ohio
$207K
FDW
439
Fourth Dimension Wealth
Ohio
$205K
EH
440
Equitable Holdings
New York
$204K
PA
441
Profund Advisors
Maryland
$203K
HNB
442
Huntington National Bank
Ohio
$201K
HI
443
Horizon Investments
North Carolina
$197K
SAM
444
Smartleaf Asset Management
Massachusetts
$197K
PA
445
Parallel Advisors
California
$173K
CIAM
446
Caitong International Asset Management
Hong Kong
$171K
SG
447
Sankala Group
Colorado
$169K
ACM
448
Aster Capital Management
United Arab Emirates
$167K
AF
449
Advisornet Financial
Minnesota
$152K
AA
450
AlphaCentric Advisors
Puerto Rico
$150K