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Houlihan Lokey

535 hedge funds and large institutions have $7.71B invested in Houlihan Lokey in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 187 increasing their positions, 209 reducing their positions, and 97 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 (-$1.59B)

25% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 97

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
535
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
CS
226
Cannell & Spears
New York
$1.31M
AssetMark Inc
227
AssetMark Inc
California
$1.25M
Pictet Asset Management
228
Pictet Asset Management
Switzerland
$1.24M
X
229
Xponance
Pennsylvania
$1.23M
RBA
230
Richard Bernstein Advisors
New York
$1.22M
GWM
231
Gibbs Wealth Management
Georgia
$1.21M
HCMT
232
Highland Capital Management (Tennessee)
Tennessee
$1.2M
MFA
233
Mayflower Financial Advisors
Massachusetts
$1.19M
BHCM
234
Brevan Howard Capital Management
Jersey
$1.17M
CL
235
CIM LLC
New York
$1.17M
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$1.14M
N
237
Numerai
California
$1.14M
BCI
238
Brinker Capital Investments
Pennsylvania
$1.11M
Fisher Asset Management
239
Fisher Asset Management
Washington
$1.11M
DT
240
Diversified Trust
Tennessee
$1.08M
QCM
241
QRG Capital Management
Illinois
$1.07M
PAS
242
Park Avenue Securities
New York
$1.02M
RMC
243
Resources Management Corp
Connecticut
$1.01M
STA
244
Summit Trail Advisors
New York
$1.01M
Truist Financial
245
Truist Financial
North Carolina
$1M
AWM
246
Avior Wealth Management
Nebraska
$967K
TFCM
247
Taylor Frigon Capital Management
Arizona
$954K
GI
248
GAMMA Investing
California
$942K
NYLIM
249
New York Life Investment Management
New York
$938K
Bank of Nova Scotia
250
Bank of Nova Scotia
Ontario, Canada
$914K