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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
GSWM
476
Golden State Wealth Management
California
$26.7K
RFP
477
Root Financial Partners
California
$26.5K
FHA
478
Flagship Harbor Advisors
Massachusetts
$26.3K
WIM
479
Westside Investment Management
California
$26.1K
FIM
480
FWL Investment Management
Texas
$24K
MPWT
481
MassMutual Private Wealth & Trust
Connecticut
$23.5K
AGWCA
482
Annis Gardner Whiting Capital Advisors
Florida
$20.2K
FFO
483
Fortitude Family Office
Arizona
$19.2K
RIL
484
Rothschild Investment LLC
Illinois
$18.3K
HWA
485
HHM Wealth Advisors
Tennessee
$18.1K
DB
486
Danske Bank
Denmark
$17.4K
TFA
487
Toth Financial Advisory
Virginia
$17.4K
DT
488
DV Trading
Illinois
$17.1K
FNWA
489
Financial Network Wealth Advisors
Utah
$16.1K
QC
490
Quent Capital
New York
$16K
BIA
491
Bell Investment Advisors
California
$15.3K
CA
492
Cresta Advisors
Texas
$14.5K
Mitsubishi UFJ Asset Management
493
Mitsubishi UFJ Asset Management
Japan
$13.8K
WWM
494
Wolff Wiese Magana
California
$13.1K
PWPS
495
Pinnacle Wealth Planning Services
Ohio
$12.5K
DWM
496
Dogwood Wealth Management
Kansas
$12K
KFI
497
Key Financial Inc
Pennsylvania
$11.7K
WA
498
Westfuller Advisors
New York
$11.6K
BWL
499
Bogart Wealth LLC
Virginia
$11.1K
SAG
500
SageView Advisory Group
California
$10.8K