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Houlihan Lokey

544 hedge funds and large institutions have $7.72B invested in Houlihan Lokey in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 190 increasing their positions, 213 reducing their positions, and 96 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 → $7.72B (-$1.57B)

24% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 96

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
544
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
DM
226
Diversified Management
Wisconsin
$1.39M
AP
227
Appleton Partners
Massachusetts
$1.37M
CIC
228
Crawford Investment Counsel
Georgia
$1.37M
CS
229
Cannell & Spears
New York
$1.31M
AssetMark Inc
230
AssetMark Inc
California
$1.25M
Pictet Asset Management
231
Pictet Asset Management
Switzerland
$1.24M
X
232
Xponance
Pennsylvania
$1.23M
RBA
233
Richard Bernstein Advisors
New York
$1.22M
GWM
234
Gibbs Wealth Management
Georgia
$1.21M
HCMT
235
Highland Capital Management (Tennessee)
Tennessee
$1.2M
MFA
236
Mayflower Financial Advisors
Massachusetts
$1.19M
Pacer Advisors
237
Pacer Advisors
Pennsylvania
$1.18M
BHCM
238
Brevan Howard Capital Management
Jersey
$1.17M
CL
239
CIM LLC
New York
$1.17M
HC
240
Henshaw Capital
Massachusetts
$1.14M
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$1.14M
N
242
Numerai
California
$1.14M
BCI
243
Brinker Capital Investments
Pennsylvania
$1.11M
Fisher Asset Management
244
Fisher Asset Management
Washington
$1.11M
NA
245
NewEdge Advisors
Louisiana
$1.1M
DT
246
Diversified Trust
Tennessee
$1.08M
QCM
247
QRG Capital Management
Illinois
$1.07M
PAS
248
Park Avenue Securities
New York
$1.02M
RMC
249
Resources Management Corp
Connecticut
$1.01M
STA
250
Summit Trail Advisors
New York
$1.01M