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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
Universal-Beteiligungs- und Servicegesellschaft
201
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2M
TC
202
TwinBeech Capital
New York
$2M
AP
203
Appleton Partners
Massachusetts
$1.96M
FISPB
204
Fideuram - Intesa Sanpaolo Private Banking
$1.94M
OPERF
205
Oregon Public Employees Retirement Fund
Oregon
$1.9M
OTL
206
Oak Thistle LLC
New York
$1.86M
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$1.86M
NMERB
208
New Mexico Educational Retirement Board
New Mexico
$1.85M
BF
209
BOK Financial
Oklahoma
$1.84M
State of Wisconsin Investment Board
210
State of Wisconsin Investment Board
Wisconsin
$1.82M
BCI
211
Brinker Capital Investments
Pennsylvania
$1.8M
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$1.79M
AssetMark Inc
213
AssetMark Inc
California
$1.74M
CS
214
Cannell & Spears
New York
$1.72M
HCA
215
Harbor Capital Advisors
Illinois
$1.66M
LTAS
216
Linden Thomas Advisory Services
North Carolina
$1.63M
GWM
217
Gibbs Wealth Management
Georgia
$1.59M
EP
218
Edgestream Partners
New Jersey
$1.58M
VPIM
219
Vanguard Personalized Indexing Management
California
$1.58M
Envestnet Portfolio Solutions
220
Envestnet Portfolio Solutions
Illinois
$1.54M
KeyBank National Association
221
KeyBank National Association
Ohio
$1.48M
RBA
222
Richard Bernstein Advisors
New York
$1.48M
CIC
223
Crawford Investment Counsel
Georgia
$1.47M
HCMT
224
Highland Capital Management (Tennessee)
Tennessee
$1.46M
PAS
225
Park Avenue Securities
New York
$1.46M