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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
LFG
501
Larson Financial Group
Missouri
$10.3K
CCMI
502
Creative Capital Management Investments
California
$9.93K
JWA
503
JFS Wealth Advisors
Pennsylvania
$9.58K
BW
504
Basepoint Wealth
Iowa
$8.96K
NWS
505
Nvest Wealth Strategies
Ohio
$8.71K
MEG
506
Millstone Evans Group
Colorado
$8.01K
EF
507
Entrust Financial
Pennsylvania
$8.01K
ADL
508
Asset Dedication LLC
California
$7.67K
FMII
509
Farmers & Merchants Investments Inc
Nebraska
$7.66K
SS
510
SBI Securities
Japan
$7.32K
SL
511
Salomon & Ludwin
Virginia
$7.3K
WCM
512
Westend Capital Management
California
$7.14K
TPCW
513
TD Private Client Wealth
New York
$6.79K
ANBT
514
American National Bank & Trust
Texas
$6.27K
TCM
515
TD Capital Management
Tennessee
$6.2K
MAS
516
MPWM Advisory Solutions
Georgia
$6.1K
IAIM
517
International Assets Investment Management
Florida
$5.75K
WTA
518
Washington Trust Advisors
Massachusetts
$5.36K
NSIM
519
North Star Investment Management
Illinois
$5.13K
SS
520
Sunbelt Securities
Texas
$5.05K
SIS
521
Sound Income Strategies
Florida
$4.94K
PP
522
PFS Partners
New Jersey
$4.56K
RWS
523
Retirement Wealth Solutions
Wisconsin
$4.55K
SGK
524
Steigerwald Gordon & Koch
Virginia
$4.53K
BAM
525
Bellevue Asset Management
Washington
$4.18K