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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
GWM
551
Greenline Wealth Management
Florida
$1.46K
CH
552
Cromwell Holdings
Wyoming
$1.39K
BFS
553
Bare Financial Services
Pennsylvania
$1.39K
WBC
554
West Branch Capital
Massachusetts
$1.22K
BHWM
555
Bay Harbor Wealth Management
Maryland
$1.22K
SWM
556
SHP Wealth Management
Massachusetts
$1.22K
OC
557
Optima Capital
Oregon
$1.22K
HFM
558
Harvest Fund Management
China
$1K
CFO
559
CVA Family Office
Colorado
$871
CFD
560
Creative Financial Designs
Indiana
$871
RWM
561
Rialto Wealth Management
New York
$871
CFM
562
Cornerstone Financial Management
Massachusetts
$871
HFS
563
Hughes Financial Services
Virginia
$523
S
564
Sachetta
Massachusetts
$523
AWM
565
Activest Wealth Management
Florida
$523
TPBG
566
Turning Point Benefit Group
Maryland
$522
FMP
567
Financial Management Professionals
Texas
$348
RF
568
Rossby Financial
Florida
$348
AWM
569
Abound Wealth Management
Tennessee
$288
DF
570
Dunhill Financial
United Kingdom
$235
QWM
571
Quaker Wealth Management
New Jersey
$175
TFM
572
TFC Financial Management
Massachusetts
$175
RCM
573
Raleigh Capital Management
North Carolina
$12
MI
574
Motiv8 Investments
Florida
$4
Macquarie Group
575
Macquarie Group
Australia