Houlihan Lokey
517 hedge funds and large institutions have $7.4B invested in Houlihan Lokey in 2026 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 177 increasing their positions, 204 reducing their positions, and 76 closing their positions.
900% more call options, than puts
Call options by funds: $8.05M | Put options by funds: $805K
2.71% more ownership
Funds ownership: 100.94% → 103.65% (+2.7%)
4% less capital invested
Capital invested by funds: $7.72B → $7.4B (-$323M)
5% less funds holding
Funds holding: 547 → 517 (-30)
13% less repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 204
29% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 76
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$109M |
| 2 |
LPL Financial
San Diego,
California
|
+$79.6M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$66.4M |
| 4 |
Neuberger Berman Group
New York
|
+$56.3M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
+$56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$116M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$74.9M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$63.7M |
| 4 |
NAMI
Nomura Asset Management International
Philadelphia,
Pennsylvania
|
-$54.5M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$41.9M |
HLI Hedge Fund Activity: Q2 2026 in Review
517 of the 8,317 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q2 2026, worth a combined $7.4B — down 4.2% from $7.72B a quarter earlier.
Sellers outnumbered buyers: 76 funds closed out of HLI and 54 opened new positions — a net loss of 22 holders — while 204 trimmed existing stakes and 177 added.
The largest buyer was Citadel Advisors, adding an estimated $109M. The largest seller was Capital Research Global Investors, cutting an estimated $116M.
- 517 institutional investors held Houlihan Lokey (HLI) as of Q2 2026, down from 547 in Q1 2026.
- Funds reported $7.4B of Houlihan Lokey stock for Q2 2026, down 4.2% quarter-over-quarter.
- 54 funds opened new Houlihan Lokey positions in Q2 2026 and 76 closed out, a net change of -22 holders.
- The largest Houlihan Lokey buyer in Q2 2026 was Citadel Advisors, an estimated $109M added.
- The largest Houlihan Lokey seller in Q2 2026 was Capital Research Global Investors, an estimated $116M sold.
Based on aggregated 13F filings for Q2 2026.