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
CFM
551
Cornerstone Financial Management
Massachusetts
$871
HFS
552
Hughes Financial Services
Virginia
$523
S
553
Sachetta
Massachusetts
$523
AWM
554
Activest Wealth Management
Florida
$523
TPBG
555
Turning Point Benefit Group
Maryland
$522
FMP
556
Financial Management Professionals
Texas
$348
RF
557
Rossby Financial
Florida
$348
AWM
558
Abound Wealth Management
Tennessee
$288
DF
559
Dunhill Financial
United Kingdom
$235
TFM
560
TFC Financial Management
Massachusetts
$175
QWM
561
Quaker Wealth Management
New Jersey
$175
RCM
562
Raleigh Capital Management
North Carolina
$12
MI
563
Motiv8 Investments
Florida
$4
Macquarie Group
564
Macquarie Group
Australia
PCM
565
Prana Capital Management
Connecticut
Squarepoint
566
Squarepoint
New York
AI
567
Atom Investors
Texas
TPM
568
Triasima Portfolio Management
Quebec, Canada
EF
569
Empowered Funds
Pennsylvania
IG
570
ING Group
Netherlands
CIC
571
Chase Investment Counsel
Virginia
DFCM
572
Dark Forest Capital Management
Puerto Rico
Zurich Cantonal Bank
573
Zurich Cantonal Bank
Switzerland
FCM
574
FJ Capital Management
Virginia
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
575
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada