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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
Truist Financial
251
Truist Financial
North Carolina
$1M
AWM
252
Avior Wealth Management
Nebraska
$967K
TFCM
253
Taylor Frigon Capital Management
Arizona
$954K
GI
254
GAMMA Investing
California
$942K
NYLIM
255
New York Life Investment Management
New York
$938K
Bank of Nova Scotia
256
Bank of Nova Scotia
Ontario, Canada
$914K
Envestnet Portfolio Solutions
257
Envestnet Portfolio Solutions
Illinois
$862K
IB
258
Intrust Bank
Kansas
$848K
TD Asset Management
259
TD Asset Management
Ontario, Canada
$847K
SFS
260
Sowell Financial Services
Arkansas
$829K
CFO
261
Callan Family Office
Pennsylvania
$804K
UBP
262
Union Bancaire Privee
Switzerland
$803K
FB
263
Fulton Bank
Pennsylvania
$779K
SOADOR
264
State of Alaska Department of Revenue
Alaska
$777K
PP
265
PDT Partners
New York
$776K
JFG
266
Jefferies Financial Group
New York
$776K
JIR
267
James Investment Research
Ohio
$754K
SWM
268
Sendero Wealth Management
Texas
$749K
VOYA Investment Management
269
VOYA Investment Management
Georgia
$747K
LCM
270
Landscape Capital Management
New Jersey
$725K
AC
271
AXQ Capital
New Jersey
$719K
CAPTRUST Financial Advisors
272
CAPTRUST Financial Advisors
North Carolina
$712K
SWIG
273
Strategic Wealth Investment Group
Kentucky
$704K
NG
274
Norden Group
Utah
$701K
First Eagle Investment Management
275
First Eagle Investment Management
New York
$700K