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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
QL
451
Quarry LP
New York
$90.2K
AIM
452
Anchor Investment Management
South Carolina
$78.4K
CFB
453
Cullen/Frost Bankers
Texas
$69.7K
VCM
454
Versant Capital Management
Arizona
$65.8K
FFA
455
Farther Finance Advisors
California
$62.7K
EA
456
Emerald Advisers
Pennsylvania
$60.1K
TSMHT
457
Thurston Springer Miller Herd & Titak
Indiana
$58.2K
CIBC Private Wealth Group
458
CIBC Private Wealth Group
Georgia
$48.3K
PFBT
459
Parkside Financial Bank & Trust
Missouri
$46.7K
AAP
460
Arax Advisory Partners
Colorado
$45.8K
AEPWM
461
Atlantic Edge Private Wealth Management
Florida
$40.9K
TH
462
TCTC Holdings
Texas
$40.4K
BCWM
463
Bartlett & Co Wealth Management
Ohio
$37.8K
CIAS
464
CBIZ Investment Advisory Services
Ohio
$37.5K
CPG
465
Cornerstone Planning Group
New Jersey
$36.5K
A
466
AlphaQuest
New York
$36.2K
PWA
467
Physician Wealth Advisors
Utah
$36.1K
ECSS
468
Eurizon Capital SGR SpA
$33.4K
TCOT
469
Trust Company of Toledo
Ohio
$33.3K
AG
470
AmeriFlex Group
Nevada
$31.5K
CWP
471
Clark Wealth Partners
Illinois
$31.5K
Nomura Asset Management
472
Nomura Asset Management
Japan
$29.6K
PTC
473
Private Trust Company
Ohio
$29.4K
AWM
474
Ameliora Wealth Management
Switzerland
$29.4K
OC
475
Oakworth Capital
Alabama
$28.7K