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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
OC
551
Optima Capital
Oregon
$1.22K
SWM
552
SHP Wealth Management
Massachusetts
$1.22K
HFM
553
Harvest Fund Management
China
$1K
CFO
554
CVA Family Office
Colorado
$871
CFD
555
Creative Financial Designs
Indiana
$871
RWM
556
Rialto Wealth Management
New York
$871
CFM
557
Cornerstone Financial Management
Massachusetts
$871
HFS
558
Hughes Financial Services
Virginia
$523
S
559
Sachetta
Massachusetts
$523
AWM
560
Activest Wealth Management
Florida
$523
TPBG
561
Turning Point Benefit Group
Maryland
$522
FMP
562
Financial Management Professionals
Texas
$348
RF
563
Rossby Financial
Florida
$348
AWM
564
Abound Wealth Management
Tennessee
$288
DF
565
Dunhill Financial
United Kingdom
$235
QWM
566
Quaker Wealth Management
New Jersey
$175
TFM
567
TFC Financial Management
Massachusetts
$175
RCM
568
Raleigh Capital Management
North Carolina
$12
MI
569
Motiv8 Investments
Florida
$4
Macquarie Group
570
Macquarie Group
Australia
PCM
571
Prana Capital Management
Connecticut
Squarepoint
572
Squarepoint
New York
AI
573
Atom Investors
Texas
TPM
574
Triasima Portfolio Management
Quebec, Canada
EF
575
Empowered Funds
Pennsylvania