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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
KWM
601
Kingsview Wealth Management
Oregon
Verition Fund Management
602
Verition Fund Management
Connecticut
MFAM
603
Motley Fool Asset Management
Virginia
MAP
604
Moody Aldrich Partners
Massachusetts
CL
605
Choreo LLC
Illinois
FPAS
606
Focus Partners Advisor Solutions
Missouri
CBA
607
Coastal Bridge Advisors
Connecticut
PS
608
Principal Securities
Iowa
WDC
609
Woodward Diversified Capital
California
LIA
610
LBMC Investment Advisors
Tennessee
TC
611
TownSquare Capital
Utah
HIS
612
Harvest Investment Services
Illinois
FCA
613
FLC Capital Advisors
California
CCM
614
Coldstream Capital Management
Washington
PFM
615
Premier Fund Managers
United Kingdom
MYIA
616
Mount Yale Investment Advisors
Colorado
SFG
617
Synergy Financial Group
California
Walleye Trading
618
Walleye Trading
New York
VEA
619
Virtus ETF Advisers
New York
MG
620
Mather Group
Illinois
BAMF
621
BI Asset Management Fondsmaeglerselskab
Denmark
WANY
622
Wealthspire Advisors (New York)
New York
EB
623
Eastern Bank
Massachusetts
PPA
624
Painted Porch Advisors
California
ABWM
625
Alpine Bank Wealth Management
Colorado