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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
CWP
476
Clark Wealth Partners
Illinois
$31.5K
Nomura Asset Management
477
Nomura Asset Management
Japan
$29.6K
PTC
478
Private Trust Company
Ohio
$29.4K
AWM
479
Ameliora Wealth Management
Switzerland
$29.4K
OC
480
Oakworth Capital
Alabama
$28.7K
GSWM
481
Golden State Wealth Management
California
$26.7K
RFP
482
Root Financial Partners
California
$26.5K
FHA
483
Flagship Harbor Advisors
Massachusetts
$26.3K
WIM
484
Westside Investment Management
California
$26.1K
FIM
485
FWL Investment Management
Texas
$24K
MPWT
486
MassMutual Private Wealth & Trust
Connecticut
$23.5K
AGWCA
487
Annis Gardner Whiting Capital Advisors
Florida
$20.2K
FFO
488
Fortitude Family Office
Arizona
$19.2K
RIL
489
Rothschild Investment LLC
Illinois
$18.3K
HWA
490
HHM Wealth Advisors
Tennessee
$18.1K
DB
491
Danske Bank
Denmark
$17.4K
TFA
492
Toth Financial Advisory
Virginia
$17.4K
DT
493
DV Trading
Illinois
$17.1K
FNWA
494
Financial Network Wealth Advisors
Utah
$16.1K
QC
495
Quent Capital
New York
$16K
BIA
496
Bell Investment Advisors
California
$15.3K
CA
497
Cresta Advisors
Texas
$14.5K
Mitsubishi UFJ Asset Management
498
Mitsubishi UFJ Asset Management
Japan
$13.8K
WWM
499
Wolff Wiese Magana
California
$13.1K
PWPS
500
Pinnacle Wealth Planning Services
Ohio
$12.5K