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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
CG
301
Clifford Group
Massachusetts
$499K
SLAM
302
Swiss Life Asset Management
$497K
KeyBank National Association
303
KeyBank National Association
Ohio
$488K
BIG
304
Brooklyn Investment Group
New York
$484K
Janney Montgomery Scott
305
Janney Montgomery Scott
Pennsylvania
$466K
VAS
306
Vestmark Advisory Solutions
Massachusetts
$461K
IG
307
ING Group
Netherlands
$460K
Mercer Global Advisors
308
Mercer Global Advisors
Colorado
$458K
MLM
309
Mount Lucas Management
Pennsylvania
$454K
IWC
310
Integrated Wealth Concepts
Massachusetts
$453K
OF
311
Optimize Financial
California
$453K
IIC
312
Integrated Investment Consultants
Michigan
$445K
MYIA
313
Mount Yale Investment Advisors
Colorado
$438K
TRCT
314
Tower Research Capital (TRC)
New York
$437K
SPS
315
Susquehanna Portfolio Strategies
Pennsylvania
$437K
SPIA
316
Steward Partners Investment Advisory
New York
$436K
DWM
317
Dynasty Wealth Management
Florida
$435K
Aviva
318
Aviva
United Kingdom
$420K
VWM
319
Venturi Wealth Management
Texas
$415K
SCA
320
Snowden Capital Advisors
New York
$412K
URS
321
Utah Retirement Systems
Utah
$411K
EWA
322
EverSource Wealth Advisors
Alabama
$405K
OIS
323
OneAscent Investment Solutions
Alabama
$403K
EI
324
Ethic Inc
New York
$402K
EC
325
EntryPoint Capital
New York
$402K