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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
KeyBank National Association
301
KeyBank National Association
Ohio
$488K
BIG
302
Brooklyn Investment Group
New York
$484K
Janney Montgomery Scott
303
Janney Montgomery Scott
Pennsylvania
$466K
VAS
304
Vestmark Advisory Solutions
Massachusetts
$461K
IG
305
ING Group
Netherlands
$460K
Mercer Global Advisors
306
Mercer Global Advisors
Colorado
$458K
MLM
307
Mount Lucas Management
Pennsylvania
$454K
IWC
308
Integrated Wealth Concepts
Massachusetts
$453K
OF
309
Optimize Financial
California
$453K
MYIA
310
Mount Yale Investment Advisors
Colorado
$438K
TRCT
311
Tower Research Capital (TRC)
New York
$437K
SPS
312
Susquehanna Portfolio Strategies
Pennsylvania
$437K
SPIA
313
Steward Partners Investment Advisory
New York
$436K
DWM
314
Dynasty Wealth Management
Florida
$435K
Aviva
315
Aviva
United Kingdom
$420K
VWM
316
Venturi Wealth Management
Texas
$415K
SCA
317
Snowden Capital Advisors
New York
$412K
URS
318
Utah Retirement Systems
Utah
$411K
EWA
319
EverSource Wealth Advisors
Alabama
$405K
OIS
320
OneAscent Investment Solutions
Alabama
$403K
EI
321
Ethic Inc
New York
$402K
EC
322
EntryPoint Capital
New York
$402K
Walleye Capital
323
Walleye Capital
New York
$400K
I
324
InceptionR
California
$399K
SOW
325
State of Wyoming
Wyoming
$398K