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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
Mitsubishi UFJ Trust & Banking
301
Mitsubishi UFJ Trust & Banking
Japan
$515K
FDCDDQ
302
Federation des caisses Desjardins du Quebec
Quebec, Canada
$512K
CG
303
Caprock Group
Idaho
$506K
Susquehanna International Group
304
Susquehanna International Group
Pennsylvania
$505K
CG
305
Clifford Group
Massachusetts
$499K
SLAM
306
Swiss Life Asset Management
$497K
KeyBank National Association
307
KeyBank National Association
Ohio
$488K
BIG
308
Brooklyn Investment Group
New York
$484K
Janney Montgomery Scott
309
Janney Montgomery Scott
Pennsylvania
$466K
VAS
310
Vestmark Advisory Solutions
Massachusetts
$461K
IG
311
ING Group
Netherlands
$460K
Mercer Global Advisors
312
Mercer Global Advisors
Colorado
$458K
MLM
313
Mount Lucas Management
Pennsylvania
$454K
IWC
314
Integrated Wealth Concepts
Massachusetts
$453K
OF
315
Optimize Financial
California
$453K
IIC
316
Integrated Investment Consultants
Michigan
$445K
MYIA
317
Mount Yale Investment Advisors
Colorado
$438K
TRCT
318
Tower Research Capital (TRC)
New York
$437K
SPS
319
Susquehanna Portfolio Strategies
Pennsylvania
$437K
SPIA
320
Steward Partners Investment Advisory
New York
$436K
DWM
321
Dynasty Wealth Management
Florida
$435K
Aviva
322
Aviva
United Kingdom
$420K
VWM
323
Venturi Wealth Management
Texas
$415K
SCA
324
Snowden Capital Advisors
New York
$412K
URS
325
Utah Retirement Systems
Utah
$411K