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Houlihan Lokey
HLI
HLI
576 hedge funds and large institutions have $9.3B invested in Houlihan Lokey in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 173 increasing their positions, 225 reducing their positions, and 74 closing their positions.
New
Increased
Maintained
Reduced
Closed
42% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 74
5% more funds holding
Funds holding: 551 → 576 (+25)
3% more call options, than puts
Call options by funds: $7.88M | Put options by funds: $7.68M
0.25% more ownership
Funds ownership: 99.65% → 99.9% (+0.25%)
15% less capital invested
Capital invested by funds: $10.9B → $9.3B (-$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: 6 → 3 (-3)
Holders
576
Holders Change
+25
Holders Change %
+4.54%
% of All Funds
7.01%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
105
Increased
173
Reduced
225
Closed
74
Calls
$7.88M
Puts
$7.68M
Net Calls
+$202K
Net Calls Change
-$4.32M
Top Buyers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$245M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$212M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$26.7M |
| 4 |
D.E. Shaw & Co
New York
|
+$26.6M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$21.2M |
Top Sellers
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$64.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$56.8M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$49.5M |
| 4 |
BlackRock
New York
|
-$49.4M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$47.3M |
