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Houlihan Lokey

540 hedge funds and large institutions have $7.71B invested in Houlihan Lokey in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 189 increasing their positions, 210 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

17% less capital invested

Capital invested by funds: $9.29B → $7.71B (-$1.58B)

24% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 98

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
540
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
$3.63M
Puts
$934K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
226
Crawford Investment Counsel
Georgia
$1.37M
CS
227
Cannell & Spears
New York
$1.31M
AssetMark Inc
228
AssetMark Inc
California
$1.25M
Pictet Asset Management
229
Pictet Asset Management
Switzerland
$1.24M
X
230
Xponance
Pennsylvania
$1.23M
RBA
231
Richard Bernstein Advisors
New York
$1.22M
GWM
232
Gibbs Wealth Management
Georgia
$1.21M
HCMT
233
Highland Capital Management (Tennessee)
Tennessee
$1.2M
MFA
234
Mayflower Financial Advisors
Massachusetts
$1.19M
BHCM
235
Brevan Howard Capital Management
Jersey
$1.17M
CL
236
CIM LLC
New York
$1.17M
HC
237
Henshaw Capital
Massachusetts
$1.14M
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$1.14M
N
239
Numerai
California
$1.14M
BCI
240
Brinker Capital Investments
Pennsylvania
$1.11M
Fisher Asset Management
241
Fisher Asset Management
Washington
$1.11M
DT
242
Diversified Trust
Tennessee
$1.08M
QCM
243
QRG Capital Management
Illinois
$1.07M
PAS
244
Park Avenue Securities
New York
$1.02M
RMC
245
Resources Management Corp
Connecticut
$1.01M
STA
246
Summit Trail Advisors
New York
$1.01M
Truist Financial
247
Truist Financial
North Carolina
$1M
AWM
248
Avior Wealth Management
Nebraska
$967K
TFCM
249
Taylor Frigon Capital Management
Arizona
$954K
GI
250
GAMMA Investing
California
$942K