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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
FT
326
Fiduciary Trust
Massachusetts
$397K
FBT
327
First Bank & Trust
South Dakota
$390K
CFM
328
Catalyst Funds Management
Australia
$388K
MSRPS
329
Maryland State Retirement & Pension System
Maryland
$387K
LAM
330
LECAP Asset Management
United Kingdom
$384K
KF
331
Krilogy Financial
Missouri
$382K
SFA
332
Sequoia Financial Advisors
Ohio
$376K
WA
333
Wealth Alliance
New York
$374K
JF
334
Jump Financial
Illinois
$373K
VI
335
Vestcor Inc
New Brunswick, Canada
$370K
DnB Asset Management
336
DnB Asset Management
Norway
$368K
RCAG
337
Rehmann Capital Advisory Group
Michigan
$367K
BEAM
338
Baker Ellis Asset Management
Washington
$359K
TSS
339
Two Sigma Securities
New York
$352K
ASN
340
Advisory Services Network
Georgia
$349K
BHPW
341
Beverly Hills Private Wealth
California
$343K
WCP
342
Wealthcare Capital Partners
Pennsylvania
$335K
VT
343
Vise Technologies
New York
$334K
CIA
344
Concurrent Investment Advisors
Florida
$328K
TW
345
Trajan Wealth
Arizona
$327K
PAG
346
Private Advisor Group
New Jersey
$322K
MOS
347
MGO One Seven
Ohio
$318K
AI
348
Accredited Investors
Minnesota
$315K
Cambridge Investment Research Advisors
349
Cambridge Investment Research Advisors
Iowa
$315K
ProShare Advisors
350
ProShare Advisors
Maryland
$313K