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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
XT
176
XTX Topco
Cayman Islands
$3.16M
QCM
177
Quantinno Capital Management
New York
$3.06M
ETC
178
Exchange Traded Concepts
Oklahoma
$3.06M
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$2.9M
TRSOTSOK
180
Teachers Retirement System of the State of Kentucky
Kentucky
$2.9M
MCM
181
Monument Capital Management
Virginia
$2.85M
State of New Jersey Common Pension Fund D
182
State of New Jersey Common Pension Fund D
New Jersey
$2.81M
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$2.8M
AIP
184
Ameritas Investment Partners
Nebraska
$2.75M
ASRS
185
Arizona State Retirement System
Arizona
$2.64M
Capital Fund Management (CFM)
186
Capital Fund Management (CFM)
France
$2.64M
LSERS
187
Louisiana State Employees Retirement System
Louisiana
$2.63M
Canada Pension Plan Investment Board
188
Canada Pension Plan Investment Board
Ontario, Canada
$2.56M
OSAM
189
O'Shaughnessy Asset Management
Connecticut
$2.48M
BNP Paribas Financial Markets
190
BNP Paribas Financial Markets
France
$2.44M
DC
191
Davenport & Co
Virginia
$2.44M
QCM
192
QRG Capital Management
Illinois
$2.43M
Mariner
193
Mariner
Kansas
$2.43M
COPPSERS
194
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.38M
EMPI
195
Elo Mutual Pension Insurance
Finland
$2.31M
Bank Julius Baer & Co
196
Bank Julius Baer & Co
Switzerland
$2.27M
SOMRS
197
State of Michigan Retirement System
Michigan
$2.25M
Susquehanna International Group
198
Susquehanna International Group
Pennsylvania
$2.13M
NMIMC
199
Northwestern Mutual Investment Management Company
Wisconsin
$2.12M
KK
200
KLP Kapitalforvaltning
Norway
$2.07M