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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
NYLIM
251
New York Life Investment Management
New York
$938K
Bank of Nova Scotia
252
Bank of Nova Scotia
Ontario, Canada
$914K
Envestnet Portfolio Solutions
253
Envestnet Portfolio Solutions
Illinois
$862K
IB
254
Intrust Bank
Kansas
$848K
TD Asset Management
255
TD Asset Management
Ontario, Canada
$847K
SFS
256
Sowell Financial Services
Arkansas
$829K
CFO
257
Callan Family Office
Pennsylvania
$804K
UBP
258
Union Bancaire Privee
Switzerland
$803K
FB
259
Fulton Bank
Pennsylvania
$779K
SOADOR
260
State of Alaska Department of Revenue
Alaska
$777K
PP
261
PDT Partners
New York
$776K
JFG
262
Jefferies Financial Group
New York
$776K
JIR
263
James Investment Research
Ohio
$754K
SWM
264
Sendero Wealth Management
Texas
$749K
VOYA Investment Management
265
VOYA Investment Management
Georgia
$747K
LCM
266
Landscape Capital Management
New Jersey
$725K
AC
267
AXQ Capital
New Jersey
$719K
CAPTRUST Financial Advisors
268
CAPTRUST Financial Advisors
North Carolina
$712K
SWIG
269
Strategic Wealth Investment Group
Kentucky
$704K
NG
270
Norden Group
Utah
$701K
First Eagle Investment Management
271
First Eagle Investment Management
New York
$700K
M&T Bank
272
M&T Bank
New York
$690K
SEA
273
Stegent Equity Advisors
Texas
$660K
JCM
274
J2 Capital Management
Michigan
$656K
IA
275
Inspire Advisors
Idaho
$650K