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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
CBA
601
Coastal Bridge Advisors
Connecticut
PS
602
Principal Securities
Iowa
WDC
603
Woodward Diversified Capital
California
LIA
604
LBMC Investment Advisors
Tennessee
HIS
605
Harvest Investment Services
Illinois
TC
606
TownSquare Capital
Utah
FCA
607
FLC Capital Advisors
California
CCM
608
Coldstream Capital Management
Washington
PFM
609
Premier Fund Managers
United Kingdom
MYIA
610
Mount Yale Investment Advisors
Colorado
SFG
611
Synergy Financial Group
California
Walleye Trading
612
Walleye Trading
New York
VEA
613
Virtus ETF Advisers
New York
MG
614
Mather Group
Illinois
BAMF
615
BI Asset Management Fondsmaeglerselskab
Denmark
WANY
616
Wealthspire Advisors (New York)
New York
EB
617
Eastern Bank
Massachusetts
ABWM
618
Alpine Bank Wealth Management
Colorado
MSWA
619
Marshall & Sterling Wealth Advisors
New York
RA
620
Rise Advisors
New York
CFG
621
Clayton Financial Group
Missouri
SWM
622
Spire Wealth Management
Virginia
AT
623
Arlington Trust
Alabama
ACM
624
Accent Capital Management
Ohio
Simplex Trading
625
Simplex Trading
Illinois