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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
AA
276
Apriem Advisors
California
$644K
NGA
277
Naples Global Advisors
Florida
$639K
BIM
278
Bridges Investment Management
Nebraska
$634K
COI
279
Connable Office Inc
Michigan
$624K
Federated Hermes
280
Federated Hermes
Pennsylvania
$621K
MF
281
Magnetar Financial
Illinois
$620K
Axa
282
Axa
France
$619K
CGH
283
Crossmark Global Holdings
Texas
$616K
VA
284
Vident Advisory
Georgia
$611K
LCM
285
LRT Capital Management
Texas
$592K
BTI
286
Blue Trust Inc
Georgia
$577K
PWG
287
Portside Wealth Group
Utah
$574K
SAM
288
Securian Asset Management
Minnesota
$567K
MGIA
289
Moneta Group Investment Advisors
Missouri
$561K
CIS
290
Custom Index Systems
New York
$558K
YMRC
291
Yorktown Management & Research Company
Virginia
$553K
Mariner
292
Mariner
Kansas
$549K
SIM
293
Studio Investment Management
Illinois
$540K
GC
294
Guggenheim Capital
Illinois
$530K
BCM
295
Brookstone Capital Management
Illinois
$527K
BPA
296
Beacon Pointe Advisors
California
$516K
Mitsubishi UFJ Trust & Banking
297
Mitsubishi UFJ Trust & Banking
Japan
$515K
FDCDDQ
298
Federation des caisses Desjardins du Quebec
Quebec, Canada
$512K
CG
299
Caprock Group
Idaho
$506K
Susquehanna International Group
300
Susquehanna International Group
Pennsylvania
$505K