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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
JF
576
Jump Financial
Illinois
AG
577
Algert Global
California
Two Sigma Investments
578
Two Sigma Investments
New York
IWC
579
Integrated Wealth Concepts
Massachusetts
HF
580
HRT Financial
New York
ET
581
Entropy Technologies
New York
BHCM
582
Brevan Howard Capital Management
Jersey
AV
583
Alamea Verwaltungs
New Jersey
BRWA
584
B. Riley Wealth Advisors
Florida
QT
585
Quantbot Technologies
New York
AWAU
586
Alliance Wealth Advisors (Utah)
Utah
WAG
587
Wallace Advisory Group
California
CI Investments Inc
588
CI Investments Inc
Ontario, Canada
AT
589
American Trust
Kentucky
LAM
590
Longboard Asset Management
Arizona
SWM
591
Scissortail Wealth Management
Oklahoma
BWCS
592
Beirne Wealth Consulting Services
Connecticut
ICP
593
Impact Capital Partners
Colorado
SAM
594
Strategy Asset Managers
California
KWM
595
Kingsview Wealth Management
Oregon
Verition Fund Management
596
Verition Fund Management
Connecticut
MFAM
597
Motley Fool Asset Management
Virginia
MAP
598
Moody Aldrich Partners
Massachusetts
CL
599
Choreo LLC
Illinois
FPAS
600
Focus Partners Advisor Solutions
Missouri