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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
DWM
501
Dogwood Wealth Management
Kansas
$12K
KFI
502
Key Financial Inc
Pennsylvania
$11.7K
WA
503
Westfuller Advisors
New York
$11.6K
BWL
504
Bogart Wealth LLC
Virginia
$11.1K
SAG
505
SageView Advisory Group
California
$10.8K
LFG
506
Larson Financial Group
Missouri
$10.3K
CCMI
507
Creative Capital Management Investments
California
$9.93K
JWA
508
JFS Wealth Advisors
Pennsylvania
$9.58K
BW
509
Basepoint Wealth
Iowa
$8.96K
NWS
510
Nvest Wealth Strategies
Ohio
$8.71K
MEG
511
Millstone Evans Group
Colorado
$8.01K
EF
512
Entrust Financial
Pennsylvania
$8.01K
ADL
513
Asset Dedication LLC
California
$7.67K
FMII
514
Farmers & Merchants Investments Inc
Nebraska
$7.66K
SS
515
SBI Securities
Japan
$7.32K
SL
516
Salomon & Ludwin
Virginia
$7.3K
WCM
517
Westend Capital Management
California
$7.14K
TPCW
518
TD Private Client Wealth
New York
$6.79K
ANBT
519
American National Bank & Trust
Texas
$6.27K
TCM
520
TD Capital Management
Tennessee
$6.2K
MAS
521
MPWM Advisory Solutions
Georgia
$6.1K
IAIM
522
International Assets Investment Management
Florida
$5.75K
WTA
523
Washington Trust Advisors
Massachusetts
$5.36K
NSIM
524
North Star Investment Management
Illinois
$5.13K
SS
525
Sunbelt Securities
Texas
$5.05K