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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
Walleye Capital
326
Walleye Capital
New York
$400K
I
327
InceptionR
California
$399K
SOW
328
State of Wyoming
Wyoming
$398K
FT
329
Fiduciary Trust
Massachusetts
$397K
FBT
330
First Bank & Trust
South Dakota
$390K
CFM
331
Catalyst Funds Management
Australia
$388K
MSRPS
332
Maryland State Retirement & Pension System
Maryland
$387K
LAM
333
LECAP Asset Management
United Kingdom
$384K
KF
334
Krilogy Financial
Missouri
$382K
SFA
335
Sequoia Financial Advisors
Ohio
$376K
WA
336
Wealth Alliance
New York
$374K
JF
337
Jump Financial
Illinois
$373K
VI
338
Vestcor Inc
New Brunswick, Canada
$370K
DnB Asset Management
339
DnB Asset Management
Norway
$368K
RCAG
340
Rehmann Capital Advisory Group
Michigan
$367K
BEAM
341
Baker Ellis Asset Management
Washington
$359K
TSS
342
Two Sigma Securities
New York
$352K
ASN
343
Advisory Services Network
Georgia
$349K
BHPW
344
Beverly Hills Private Wealth
California
$343K
WCP
345
Wealthcare Capital Partners
Pennsylvania
$335K
VT
346
Vise Technologies
New York
$334K
CIA
347
Concurrent Investment Advisors
Florida
$328K
TW
348
Trajan Wealth
Arizona
$327K
PAG
349
Private Advisor Group
New Jersey
$322K
MOS
350
MGO One Seven
Ohio
$318K