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Houlihan Lokey

574 hedge funds and large institutions have $9.29B invested in Houlihan Lokey in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 173 increasing their positions, 225 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: 225

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
574
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
BW
526
Bravera Wealth
North Dakota
$5.4K
WTA
527
Washington Trust Advisors
Massachusetts
$5.36K
NSIM
528
North Star Investment Management
Illinois
$5.13K
SS
529
Sunbelt Securities
Texas
$5.05K
SIS
530
Sound Income Strategies
Florida
$4.94K
PP
531
PFS Partners
New Jersey
$4.56K
RWS
532
Retirement Wealth Solutions
Wisconsin
$4.55K
SGK
533
Steigerwald Gordon & Koch
Virginia
$4.53K
BAM
534
Bellevue Asset Management
Washington
$4.18K
EPL
535
Essential Partners LLC
California
$4.01K
PWMG
536
Private Wealth Management Group
New Jersey
$3.66K
CIA
537
Cape Investment Advisory
Georgia
$3.31K
FPF
538
First Pacific Financial
Washington
$2.98K
Optiver Holding
539
Optiver Holding
Netherlands
$2.96K
TAM
540
Tucker Asset Management
Colorado
$2.79K
HCM
541
Hollencrest Capital Management
California
$2.44K
HIA
542
HFM Investment Advisors
New Jersey
$2.27K
SIC
543
SJS Investment Consulting
Ohio
$2.09K
DPW
544
DiNuzzo Private Wealth
Pennsylvania
$2.09K
FCAS
545
First Command Advisory Services
Texas
$2.09K
WWA
546
Wealth Watch Advisors
Colorado
$1.92K
TWD
547
True Wealth Design
Ohio
$1.74K
MCM
548
Manchester Capital Management
Vermont
$1.74K
KFAS
549
Keating Financial Advisory Services
Kansas
$1.74K
CA
550
CoreCap Advisors
Michigan
$1.57K