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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
LAM
601
Longboard Asset Management
Arizona
SWM
602
Scissortail Wealth Management
Oklahoma
BWCS
603
Beirne Wealth Consulting Services
Connecticut
ICP
604
Impact Capital Partners
Colorado
SAM
605
Strategy Asset Managers
California
KWM
606
Kingsview Wealth Management
Oregon
Verition Fund Management
607
Verition Fund Management
Connecticut
MFAM
608
Motley Fool Asset Management
Virginia
MAP
609
Moody Aldrich Partners
Massachusetts
CL
610
Choreo LLC
Illinois
FPAS
611
Focus Partners Advisor Solutions
Missouri
CBA
612
Coastal Bridge Advisors
Connecticut
PS
613
Principal Securities
Iowa
WDC
614
Woodward Diversified Capital
California
LIA
615
LBMC Investment Advisors
Tennessee
TC
616
TownSquare Capital
Utah
HIS
617
Harvest Investment Services
Illinois
FCA
618
FLC Capital Advisors
California
CCM
619
Coldstream Capital Management
Washington
PFM
620
Premier Fund Managers
United Kingdom
MYIA
621
Mount Yale Investment Advisors
Colorado
SFG
622
Synergy Financial Group
California
Walleye Trading
623
Walleye Trading
New York
VEA
624
Virtus ETF Advisers
New York
MG
625
Mather Group
Illinois