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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
T. Rowe Price Investment Management
26
T. Rowe Price Investment Management
Maryland
$92.9M
Westfield Capital Management
27
Westfield Capital Management
Massachusetts
$90.6M
Northern Trust
28
Northern Trust
Illinois
$88.8M
CIP
29
Champlain Investment Partners
Vermont
$80M
Bank of New York Mellon
30
Bank of New York Mellon
New York
$73.9M
Charles Schwab
31
Charles Schwab
California
$73.6M
First Trust Advisors
32
First Trust Advisors
Illinois
$71.1M
Wells Fargo
33
Wells Fargo
California
$68.6M
NAMI
34
Nomura Asset Management International
Pennsylvania
$67.4M
AQR Capital Management
35
AQR Capital Management
Connecticut
$66.1M
VBA
36
Van Berkom & Associates
Quebec, Canada
$65.7M
GKIM
37
GW&K Investment Management
Massachusetts
$62.1M
Fiera Capital (Canada)
38
Fiera Capital (Canada)
Quebec, Canada
$61.4M
AllianceBernstein
39
AllianceBernstein
Tennessee
$61.3M
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$59.8M
Natixis Advisors
41
Natixis Advisors
Massachusetts
$56.7M
Handelsbanken Fonder
42
Handelsbanken Fonder
Sweden
$54.6M
Capital International Investors
43
Capital International Investors
California
$54.6M
AA
44
Ancora Advisors
Ohio
$48.8M
CAM
45
Congress Asset Management
Massachusetts
$46.4M
WFMPM
46
Woodley Farra Manion Portfolio Management
Indiana
$44.8M
Franklin Resources
47
Franklin Resources
California
$41.7M
UBS Group
48
UBS Group
Switzerland
$41.3M
ACM
49
Argent Capital Management
Missouri
$41.1M
EAM
50
Eventide Asset Management
Massachusetts
$40.9M