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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
Creative Planning
151
Creative Planning
Kansas
$4.21M
P
152
&Partners
Tennessee
$4.06M
HCM
153
Hilton Capital Management
New York
$4.04M
BAM
154
Bell Asset Management
Australia
$4M
PFSRSONJ
155
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.97M
Treasurer of the State of North Carolina
156
Treasurer of the State of North Carolina
North Carolina
$3.95M
New York State Teachers Retirement System (NYSTRS)
157
New York State Teachers Retirement System (NYSTRS)
New York
$3.87M
NA
158
NewEdge Advisors
Louisiana
$3.76M
WC
159
Weil Company
California
$3.75M
American Century Companies
160
American Century Companies
Missouri
$3.71M
MML Investors Services
161
MML Investors Services
Massachusetts
$3.59M
Ensign Peak Advisors
162
Ensign Peak Advisors
Utah
$3.51M
Pathstone Holdings
163
Pathstone Holdings
New Jersey
$3.49M
US Bancorp
164
US Bancorp
Minnesota
$3.48M
AI
165
Atria Investments
North Carolina
$3.42M
WAM
166
Weiss Asset Management
Massachusetts
$3.41M
Daiwa Securities Group
167
Daiwa Securities Group
Japan
$3.4M
YCM
168
Yousif Capital Management
Michigan
$3.34M
FA
169
Faithward Advisors
Pennsylvania
$3.32M
Cerity Partners
170
Cerity Partners
New York
$3.29M
State Board of Administration of Florida Retirement System
171
State Board of Administration of Florida Retirement System
Florida
$3.28M
State of Tennessee, Department of Treasury
172
State of Tennessee, Department of Treasury
Tennessee
$3.26M
SA
173
Sanctuary Advisors
Indiana
$3.23M
RFC
174
Regions Financial Corp
Alabama
$3.22M
CCM
175
Cinctive Capital Management
New York
$3.17M