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Houlihan Lokey
HLI

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

289% more call options, than puts

Call options by funds: $3.63M | Put options by funds: $934K

1.04% more ownership

Funds ownership: 99.9% → 100.93% (+1%)

6% less funds holding

Funds holding: 576 → 544 (-32)

11% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 213

17% less capital invested

Capital invested by funds: $9.3B → $7.72B (-$1.58B)

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: 3 → 2 (-1)

Holders
544
Holders Change
-32
Holders Change %
-5.56%
% of All Funds
6.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
73
Increased
190
Reduced
213
Closed
96
Calls
$3.63M
Puts
$934K
Net Calls
+$2.7M
Net Calls Change
+$2.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$171M
2
Citadel Advisors
Citadel Advisors
Florida
+$69.3M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$58M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$47.9M
5
CIP
Champlain Investment Partners
Vermont
+$42.5M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$64.7M
2
First Trust Advisors
First Trust Advisors
Illinois
-$61.8M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$59.1M
4
Invesco
Invesco
Georgia
-$47.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$46.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
326
EverSource Wealth Advisors
Alabama
$405K +$56.6K +344 +14%
OIS
327
OneAscent Investment Solutions
Alabama
$403K -$1.15K -7 -0.2%
EI
328
Ethic Inc
New York
$402K -$202K -1,225 -30%
EC
329
EntryPoint Capital
New York
$402K +$461K +2,800 New
Walleye Capital
330
Walleye Capital
New York
$400K -$18.5M -112,360 -98%
I
331
InceptionR
California
$399K +$457K +2,778 New
SOW
332
State of Wyoming
Wyoming
$398K -$172K -1,047 -27%
FT
333
Fiduciary Trust
Massachusetts
$397K -$9.54K -58 -2%
FBT
334
First Bank & Trust
South Dakota
$390K -$55.4K -337 -11%
CFM
335
Catalyst Funds Management
Australia
$388K +$444K +2,700 New
MSRPS
336
Maryland State Retirement & Pension System
Maryland
$387K – – –
LAM
337
LECAP Asset Management
United Kingdom
$384K -$223K -1,354 -34%
KF
338
Krilogy Financial
Missouri
$382K +$396K +2,405 New
SFA
339
Sequoia Financial Advisors
Ohio
$376K -$508K -3,089 -54%
WA
340
Wealth Alliance
New York
$374K +$1.15K +7 +0.3%
JF
341
Jump Financial
Illinois
$373K +$428K +2,600 New
VI
342
Vestcor Inc
New Brunswick, Canada
$370K -$626K -3,803 -60%
DnB Asset Management
343
DnB Asset Management
Norway
$368K +$421K +2,562 New
RCAG
344
Rehmann Capital Advisory Group
Michigan
$367K +$113K +684 +37%
BEAM
345
Baker Ellis Asset Management
Washington
$359K – – –
TSS
346
Two Sigma Securities
New York
$352K +$159K +964 +65%
ASN
347
Advisory Services Network
Georgia
$349K -$827K -5,026 -67%
BHPW
348
Beverly Hills Private Wealth
California
$343K -$19.2K -117 -5%
WCP
349
Wealthcare Capital Partners
Pennsylvania
$335K +$1.65K +10 +0.4%
VT
350
Vise Technologies
New York
$334K – – –
12 13
14
15 16

HLI Hedge Fund Activity: Q1 2026 in Review

544 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q1 2026, worth a combined $7.72B — down 17% from $9.3B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of HLI and 73 opened new positions — a net loss of 23 holders — while 213 trimmed existing stakes and 190 added.

The largest buyer was Morgan Stanley, adding an estimated $171M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $64.7M.

  • 544 institutional investors held Houlihan Lokey (HLI) as of Q1 2026, down from 576 in Q4 2025.
  • Funds reported $7.72B of Houlihan Lokey stock for Q1 2026, down 17% quarter-over-quarter.
  • 73 funds opened new Houlihan Lokey positions in Q1 2026 and 96 closed out, a net change of -23 holders.
  • The largest Houlihan Lokey buyer in Q1 2026 was Morgan Stanley, an estimated $171M added.
  • The largest Houlihan Lokey seller in Q1 2026 was T. Rowe Price Investment Management, an estimated $64.7M sold.

Based on aggregated 13F filings for Q1 2026.