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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
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$2.9M
TRSOTSOK
177
Teachers Retirement System of the State of Kentucky
Kentucky
$2.9M
MCM
178
Monument Capital Management
Virginia
$2.85M
State of New Jersey Common Pension Fund D
179
State of New Jersey Common Pension Fund D
New Jersey
$2.81M
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$2.8M
AIP
181
Ameritas Investment Partners
Nebraska
$2.75M
ASRS
182
Arizona State Retirement System
Arizona
$2.64M
Capital Fund Management (CFM)
183
Capital Fund Management (CFM)
France
$2.64M
LSERS
184
Louisiana State Employees Retirement System
Louisiana
$2.63M
Canada Pension Plan Investment Board
185
Canada Pension Plan Investment Board
Ontario, Canada
$2.56M
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$2.48M
BNP Paribas Financial Markets
187
BNP Paribas Financial Markets
France
$2.44M
DC
188
Davenport & Co
Virginia
$2.44M
QCM
189
QRG Capital Management
Illinois
$2.43M
Mariner
190
Mariner
Kansas
$2.43M
COPPSERS
191
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.38M
EMPI
192
Elo Mutual Pension Insurance
Finland
$2.31M
Bank Julius Baer & Co
193
Bank Julius Baer & Co
Switzerland
$2.27M
SOMRS
194
State of Michigan Retirement System
Michigan
$2.25M
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
$2.13M
NMIMC
196
Northwestern Mutual Investment Management Company
Wisconsin
$2.12M
Corient Private Wealth
197
Corient Private Wealth
Florida
$2.09M
KK
198
KLP Kapitalforvaltning
Norway
$2.07M
Universal-Beteiligungs- und Servicegesellschaft
199
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2M
TC
200
TwinBeech Capital
New York
$2M