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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
ECM
101
ExodusPoint Capital Management
New York
$9.41M
Nordea Investment Management
102
Nordea Investment Management
Sweden
$9.28M
California State Teachers Retirement System (CalSTRS)
103
California State Teachers Retirement System (CalSTRS)
California
$8.95M
CCIA
104
Campbell & Co Investment Adviser
Maryland
$8.8M
SO
105
STRS Ohio
Ohio
$8.71M
Teacher Retirement System of Texas
106
Teacher Retirement System of Texas
Texas
$8.64M
VanEck Associates
107
VanEck Associates
New York
$8.48M
RA
108
Royce & Associates
New York
$8.41M
SG Americas Securities
109
SG Americas Securities
New York
$8.34M
Luther King Capital Management (LKCM)
110
Luther King Capital Management (LKCM)
Texas
$8.1M
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.79M
PC
112
Pier Capital
Connecticut
$7.66M
Boston Partners
113
Boston Partners
Massachusetts
$7.65M
GPGA
114
Grandeur Peak Global Advisors
Utah
$7.2M
Man Group
115
Man Group
United Kingdom
$7.2M
WTC
116
WhitTier Trust Company
Nevada
$7.05M
RAM
117
Robinhood Asset Management
California
$6.86M
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.81M
BGDI
119
BW Gestao de Investimentos
Brazil
$6.79M
Canada Life
120
Canada Life
Manitoba, Canada
$6.76M
Prudential Financial
121
Prudential Financial
New Jersey
$6.45M
Deutsche Bank
122
Deutsche Bank
Germany
$6.28M
FNBT
123
FineMark National Bank & Trust
Florida
$6M
TSS
124
Thomas Story & Son
Indiana
$5.99M
GWM
125
Geneos Wealth Management
Colorado
$5.84M