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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
BIM
276
Bridges Investment Management
Nebraska
$634K
COI
277
Connable Office Inc
Michigan
$624K
Federated Hermes
278
Federated Hermes
Pennsylvania
$621K
MF
279
Magnetar Financial
Illinois
$620K
Axa
280
Axa
France
$619K
CGH
281
Crossmark Global Holdings
Texas
$616K
VA
282
Vident Advisory
Georgia
$611K
LCM
283
LRT Capital Management
Texas
$592K
BTI
284
Blue Trust Inc
Georgia
$577K
PWG
285
Portside Wealth Group
Utah
$574K
SAM
286
Securian Asset Management
Minnesota
$567K
MGIA
287
Moneta Group Investment Advisors
Missouri
$561K
CIS
288
Custom Index Systems
New York
$558K
YMRC
289
Yorktown Management & Research Company
Virginia
$553K
Mariner
290
Mariner
Kansas
$549K
SIM
291
Studio Investment Management
Illinois
$540K
GC
292
Guggenheim Capital
Illinois
$530K
BCM
293
Brookstone Capital Management
Illinois
$527K
BPA
294
Beacon Pointe Advisors
California
$516K
Mitsubishi UFJ Trust & Banking
295
Mitsubishi UFJ Trust & Banking
Japan
$515K
FDCDDQ
296
Federation des caisses Desjardins du Quebec
Quebec, Canada
$512K
CG
297
Caprock Group
Idaho
$506K
Susquehanna International Group
298
Susquehanna International Group
Pennsylvania
$505K
CG
299
Clifford Group
Massachusetts
$499K
SLAM
300
Swiss Life Asset Management
$497K