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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
ECSS
476
Eurizon Capital SGR SpA
$33.4K
TCOT
477
Trust Company of Toledo
Ohio
$33.3K
AG
478
AmeriFlex Group
Nevada
$31.5K
CWP
479
Clark Wealth Partners
Illinois
$31.5K
Nomura Asset Management
480
Nomura Asset Management
Japan
$29.6K
AWM
481
Ameliora Wealth Management
Switzerland
$29.4K
PTC
482
Private Trust Company
Ohio
$29.4K
OC
483
Oakworth Capital
Alabama
$28.7K
GSWM
484
Golden State Wealth Management
California
$26.7K
RFP
485
Root Financial Partners
California
$26.5K
FHA
486
Flagship Harbor Advisors
Massachusetts
$26.3K
WIM
487
Westside Investment Management
California
$26.1K
FIM
488
FWL Investment Management
Texas
$24K
MPWT
489
MassMutual Private Wealth & Trust
Connecticut
$23.5K
AGWCA
490
Annis Gardner Whiting Capital Advisors
Florida
$20.2K
FFO
491
Fortitude Family Office
Arizona
$19.2K
RIL
492
Rothschild Investment LLC
Illinois
$18.3K
HWA
493
HHM Wealth Advisors
Tennessee
$18.1K
DB
494
Danske Bank
Denmark
$17.4K
TFA
495
Toth Financial Advisory
Virginia
$17.4K
DT
496
DV Trading
Illinois
$17.1K
FNWA
497
Financial Network Wealth Advisors
Utah
$16.1K
QC
498
Quent Capital
New York
$16K
BIA
499
Bell Investment Advisors
California
$15.3K
CA
500
Cresta Advisors
Texas
$14.5K