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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
EWA
326
EverSource Wealth Advisors
Alabama
$405K
OIS
327
OneAscent Investment Solutions
Alabama
$403K
EI
328
Ethic Inc
New York
$402K
EC
329
EntryPoint Capital
New York
$402K
Walleye Capital
330
Walleye Capital
New York
$400K
I
331
InceptionR
California
$399K
SOW
332
State of Wyoming
Wyoming
$398K
FT
333
Fiduciary Trust
Massachusetts
$397K
FBT
334
First Bank & Trust
South Dakota
$390K
CFM
335
Catalyst Funds Management
Australia
$388K
MSRPS
336
Maryland State Retirement & Pension System
Maryland
$387K
LAM
337
LECAP Asset Management
United Kingdom
$384K
KF
338
Krilogy Financial
Missouri
$382K
SFA
339
Sequoia Financial Advisors
Ohio
$376K
WA
340
Wealth Alliance
New York
$374K
JF
341
Jump Financial
Illinois
$373K
VI
342
Vestcor Inc
New Brunswick, Canada
$370K
DnB Asset Management
343
DnB Asset Management
Norway
$368K
RCAG
344
Rehmann Capital Advisory Group
Michigan
$367K
BEAM
345
Baker Ellis Asset Management
Washington
$359K
TSS
346
Two Sigma Securities
New York
$352K
ASN
347
Advisory Services Network
Georgia
$349K
BHPW
348
Beverly Hills Private Wealth
California
$343K
WCP
349
Wealthcare Capital Partners
Pennsylvania
$335K
VT
350
Vise Technologies
New York
$334K