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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
AP
201
Appleton Partners
Massachusetts
$1.96M
FISPB
202
Fideuram - Intesa Sanpaolo Private Banking
$1.94M
OPERF
203
Oregon Public Employees Retirement Fund
Oregon
$1.9M
OTL
204
Oak Thistle LLC
New York
$1.86M
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$1.86M
NMERB
206
New Mexico Educational Retirement Board
New Mexico
$1.85M
BF
207
BOK Financial
Oklahoma
$1.84M
State of Wisconsin Investment Board
208
State of Wisconsin Investment Board
Wisconsin
$1.82M
BCI
209
Brinker Capital Investments
Pennsylvania
$1.8M
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$1.79M
AssetMark Inc
211
AssetMark Inc
California
$1.74M
CS
212
Cannell & Spears
New York
$1.72M
HCA
213
Harbor Capital Advisors
Illinois
$1.66M
LTAS
214
Linden Thomas Advisory Services
North Carolina
$1.63M
GWM
215
Gibbs Wealth Management
Georgia
$1.59M
EP
216
Edgestream Partners
New Jersey
$1.58M
VPIM
217
Vanguard Personalized Indexing Management
California
$1.58M
Envestnet Portfolio Solutions
218
Envestnet Portfolio Solutions
Illinois
$1.54M
KeyBank National Association
219
KeyBank National Association
Ohio
$1.48M
RBA
220
Richard Bernstein Advisors
New York
$1.48M
CIC
221
Crawford Investment Counsel
Georgia
$1.47M
HCMT
222
Highland Capital Management (Tennessee)
Tennessee
$1.46M
PAS
223
Park Avenue Securities
New York
$1.46M
CL
224
CIM LLC
New York
$1.43M
SEA
225
Stegent Equity Advisors
Texas
$1.42M