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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
VFA
426
Voya Financial Advisors
Connecticut
$220K
William Blair & Company
427
William Blair & Company
Illinois
$219K
MAS
428
Meeder Advisory Services
Ohio
$218K
MAM
429
Martingale Asset Management
Massachusetts
$213K
OFO
430
OneAscent Family Office
Alabama
$213K
IAA
431
Independent Advisor Alliance
North Carolina
$213K
SWP
432
Sagespring Wealth Partners
Tennessee
$209K
OIA
433
OneDigital Investment Advisors
Kansas
$209K
OFS
434
OneAscent Financial Services
Alabama
$208K
Bessemer Group
435
Bessemer Group
New Jersey
$208K
JIC
436
Johnson Investment Counsel
Ohio
$207K
FDW
437
Fourth Dimension Wealth
Ohio
$205K
EH
438
Equitable Holdings
New York
$204K
PA
439
Profund Advisors
Maryland
$203K
HNB
440
Huntington National Bank
Ohio
$201K
HI
441
Horizon Investments
North Carolina
$197K
SAM
442
Smartleaf Asset Management
Massachusetts
$197K
PA
443
Parallel Advisors
California
$173K
CIAM
444
Caitong International Asset Management
Hong Kong
$171K
SG
445
Sankala Group
Colorado
$169K
ACM
446
Aster Capital Management
United Arab Emirates
$167K
AF
447
Advisornet Financial
Minnesota
$152K
AA
448
AlphaCentric Advisors
Puerto Rico
$150K
AF
449
Allworth Financial
California
$149K
BBHC
450
Brown Brothers Harriman & Co
New York
$142K