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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
AF
451
Allworth Financial
California
$149K
BBHC
452
Brown Brothers Harriman & Co
New York
$142K
BC
453
Bayforest Capital
United Kingdom
$138K
MCM
454
MAI Capital Management
Ohio
$133K
SC
455
Steph & Co
Wisconsin
$109K
S
456
SignatureFD
Georgia
$105K
PPC
457
Park Place Capital
Alabama
$96.8K
WGL
458
Wellington Grp LLC
Indiana
$92.3K
QL
459
Quarry LP
New York
$90.2K
AIM
460
Anchor Investment Management
South Carolina
$78.4K
CFB
461
Cullen/Frost Bankers
Texas
$69.7K
VCM
462
Versant Capital Management
Arizona
$65.8K
FFA
463
Farther Finance Advisors
California
$62.7K
EA
464
Emerald Advisers
Pennsylvania
$60.1K
TSMHT
465
Thurston Springer Miller Herd & Titak
Indiana
$58.2K
CIBC Private Wealth Group
466
CIBC Private Wealth Group
Georgia
$48.3K
PFBT
467
Parkside Financial Bank & Trust
Missouri
$46.7K
AAP
468
Arax Advisory Partners
Colorado
$45.8K
AEPWM
469
Atlantic Edge Private Wealth Management
Florida
$40.9K
TH
470
TCTC Holdings
Texas
$40.4K
BCWM
471
Bartlett & Co Wealth Management
Ohio
$37.8K
CIAS
472
CBIZ Investment Advisory Services
Ohio
$37.5K
CPG
473
Cornerstone Planning Group
New Jersey
$36.5K
A
474
AlphaQuest
New York
$36.2K
PWA
475
Physician Wealth Advisors
Utah
$36.1K