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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
GWM
126
Geneos Wealth Management
Colorado
$5.84M
Voloridge Investment Management
127
Voloridge Investment Management
Florida
$5.83M
Osaic Holdings
128
Osaic Holdings
Arizona
$5.75M
TI
129
Trexquant Investment
Connecticut
$5.52M
NAAA
130
New Age Alpha Advisors
New York
$5.37M
TFA
131
Transamerica Financial Advisors
Florida
$5.35M
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$5.34M
HFS
133
Hantz Financial Services
Michigan
$5.24M
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$5M
DWA
135
Dorsey Wright & Associates
California
$4.9M
OAM
136
Oppenheimer Asset Management
New York
$4.89M
WLPWM
137
Walled Lake Planning & Wealth Management
Illinois
$4.88M
SSA
138
Schonfeld Strategic Advisors
New York
$4.86M
MIM
139
MetLife Investment Management
New Jersey
$4.81M
TI
140
Tidal Investments
Wisconsin
$4.69M
Amundi
141
Amundi
France
$4.67M
Jacobs Levy Equity Management
142
Jacobs Levy Equity Management
New Jersey
$4.59M
HSBC Holdings
143
HSBC Holdings
United Kingdom
$4.48M
Baird Financial Group
144
Baird Financial Group
Wisconsin
$4.37M
HA
145
Harbor Advisors
Florida
$4.35M
Victory Capital Management
146
Victory Capital Management
Texas
$4.35M
Corient Private Wealth
147
Corient Private Wealth
Florida
$4.33M
AB
148
Amalgamated Bank
New York
$4.33M
PP
149
PDT Partners
New York
$4.32M
Comerica Bank
150
Comerica Bank
Texas
$4.21M