HLI icon

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
SIS
526
Sound Income Strategies
Florida
$4.94K
PP
527
PFS Partners
New Jersey
$4.56K
RWS
528
Retirement Wealth Solutions
Wisconsin
$4.55K
SGK
529
Steigerwald Gordon & Koch
Virginia
$4.53K
BAM
530
Bellevue Asset Management
Washington
$4.18K
PWMG
531
Private Wealth Management Group
New Jersey
$3.66K
CIA
532
Cape Investment Advisory
Georgia
$3.31K
FPF
533
First Pacific Financial
Washington
$2.98K
Optiver Holding
534
Optiver Holding
Netherlands
$2.96K
TAM
535
Tucker Asset Management
Colorado
$2.79K
HCM
536
Hollencrest Capital Management
California
$2.44K
HIA
537
HFM Investment Advisors
New Jersey
$2.27K
SIC
538
SJS Investment Consulting
Ohio
$2.09K
DPW
539
DiNuzzo Private Wealth
Pennsylvania
$2.09K
FCAS
540
First Command Advisory Services
Texas
$2.09K
WWA
541
Wealth Watch Advisors
Colorado
$1.92K
TWD
542
True Wealth Design
Ohio
$1.74K
MCM
543
Manchester Capital Management
Vermont
$1.74K
KFAS
544
Keating Financial Advisory Services
Kansas
$1.74K
CA
545
CoreCap Advisors
Michigan
$1.57K
GWM
546
Greenline Wealth Management
Florida
$1.46K
CH
547
Cromwell Holdings
Wyoming
$1.39K
BFS
548
Bare Financial Services
Pennsylvania
$1.39K
WBC
549
West Branch Capital
Massachusetts
$1.22K
BHWM
550
Bay Harbor Wealth Management
Maryland
$1.22K