HLI icon

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
PWMG
526
Private Wealth Management Group
New Jersey
$3.66K
CIA
527
Cape Investment Advisory
Georgia
$3.31K
FPF
528
First Pacific Financial
Washington
$2.98K
Optiver Holding
529
Optiver Holding
Netherlands
$2.96K
TAM
530
Tucker Asset Management
Colorado
$2.79K
HCM
531
Hollencrest Capital Management
California
$2.44K
HIA
532
HFM Investment Advisors
New Jersey
$2.27K
SIC
533
SJS Investment Consulting
Ohio
$2.09K
DPW
534
DiNuzzo Private Wealth
Pennsylvania
$2.09K
FCAS
535
First Command Advisory Services
Texas
$2.09K
WWA
536
Wealth Watch Advisors
Colorado
$1.92K
TWD
537
True Wealth Design
Ohio
$1.74K
MCM
538
Manchester Capital Management
Vermont
$1.74K
KFAS
539
Keating Financial Advisory Services
Kansas
$1.74K
CA
540
CoreCap Advisors
Michigan
$1.57K
GWM
541
Greenline Wealth Management
Florida
$1.46K
CH
542
Cromwell Holdings
Wyoming
$1.39K
BFS
543
Bare Financial Services
Pennsylvania
$1.39K
WBC
544
West Branch Capital
Massachusetts
$1.22K
BHWM
545
Bay Harbor Wealth Management
Maryland
$1.22K
OC
546
Optima Capital
Oregon
$1.22K
HFM
547
Harvest Fund Management
China
$1K
CFD
548
Creative Financial Designs
Indiana
$871
CFO
549
CVA Family Office
Colorado
$871
RWM
550
Rialto Wealth Management
New York
$871