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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
BC
451
Bayforest Capital
United Kingdom
$138K
MCM
452
MAI Capital Management
Ohio
$133K
SC
453
Steph & Co
Wisconsin
$109K
S
454
SignatureFD
Georgia
$105K
PPC
455
Park Place Capital
Alabama
$96.8K
QL
456
Quarry LP
New York
$90.2K
AIM
457
Anchor Investment Management
South Carolina
$78.4K
CFB
458
Cullen/Frost Bankers
Texas
$69.7K
VCM
459
Versant Capital Management
Arizona
$65.8K
FFA
460
Farther Finance Advisors
California
$62.7K
EA
461
Emerald Advisers
Pennsylvania
$60.1K
TSMHT
462
Thurston Springer Miller Herd & Titak
Indiana
$58.2K
CIBC Private Wealth Group
463
CIBC Private Wealth Group
Georgia
$48.3K
PFBT
464
Parkside Financial Bank & Trust
Missouri
$46.7K
AAP
465
Arax Advisory Partners
Colorado
$45.8K
AEPWM
466
Atlantic Edge Private Wealth Management
Florida
$40.9K
TH
467
TCTC Holdings
Texas
$40.4K
BCWM
468
Bartlett & Co Wealth Management
Ohio
$37.8K
CIAS
469
CBIZ Investment Advisory Services
Ohio
$37.5K
CPG
470
Cornerstone Planning Group
New Jersey
$36.5K
A
471
AlphaQuest
New York
$36.2K
PWA
472
Physician Wealth Advisors
Utah
$36.1K
ECSS
473
Eurizon Capital SGR SpA
$33.4K
TCOT
474
Trust Company of Toledo
Ohio
$33.3K
AG
475
AmeriFlex Group
Nevada
$31.5K