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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
Voloridge Investment Management
126
Voloridge Investment Management
Florida
$5.83M
Osaic Holdings
127
Osaic Holdings
Arizona
$5.75M
TI
128
Trexquant Investment
Connecticut
$5.52M
NAAA
129
New Age Alpha Advisors
New York
$5.37M
TFA
130
Transamerica Financial Advisors
Florida
$5.35M
Wealth Enhancement Advisory Services
131
Wealth Enhancement Advisory Services
Minnesota
$5.34M
HFS
132
Hantz Financial Services
Michigan
$5.24M
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$5M
DWA
134
Dorsey Wright & Associates
California
$4.9M
OAM
135
Oppenheimer Asset Management
New York
$4.89M
WLPWM
136
Walled Lake Planning & Wealth Management
Illinois
$4.88M
SSA
137
Schonfeld Strategic Advisors
New York
$4.86M
MIM
138
MetLife Investment Management
New Jersey
$4.81M
TI
139
Tidal Investments
Wisconsin
$4.69M
Amundi
140
Amundi
France
$4.67M
Jacobs Levy Equity Management
141
Jacobs Levy Equity Management
New Jersey
$4.59M
Baird Financial Group
142
Baird Financial Group
Wisconsin
$4.37M
HA
143
Harbor Advisors
Florida
$4.35M
Victory Capital Management
144
Victory Capital Management
Texas
$4.35M
AB
145
Amalgamated Bank
New York
$4.33M
PP
146
PDT Partners
New York
$4.32M
Comerica Bank
147
Comerica Bank
Texas
$4.21M
Creative Planning
148
Creative Planning
Kansas
$4.21M
P
149
&Partners
Tennessee
$4.06M
HCM
150
Hilton Capital Management
New York
$4.04M