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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
AI
351
Accredited Investors
Minnesota
$315K
Cambridge Investment Research Advisors
352
Cambridge Investment Research Advisors
Iowa
$315K
ProShare Advisors
353
ProShare Advisors
Maryland
$313K
ACM
354
Aquatic Capital Management
Illinois
$311K
FTWA
355
Fifth Third Wealth Advisors
Ohio
$306K
BFM
356
Boothbay Fund Management
New York
$301K
LWAM
357
Legacy Wealth Asset Management
Minnesota
$298K
CAM
358
Cresset Asset Management
Illinois
$298K
GT
359
Glenmede Trust
Pennsylvania
$298K
ITG
360
Index Technologies Group
New York
$292K
GIA
361
Gateway Investment Advisers
Ohio
$291K
VF
362
Vista Finance
Missouri
$291K
AHL
363
Abel Hall LLC
Louisiana
$291K
DWM
364
Diversify Wealth Management
Utah
$288K
UB
365
UMB Bank
Missouri
$283K
AWA
366
Argos Wealth Advisors
California
$277K
MFS
367
Mirabella Financial Services
United Kingdom
$275K
Commonwealth Equity Services
368
Commonwealth Equity Services
Massachusetts
$274K
BEI
369
Benjamin Edwards Inc
Missouri
$274K
IFU
370
iSAM Funds (UK)
United Kingdom
$271K
VF
371
Virtu Financial
New York
$269K
SGWP
372
Sun Group Wealth Partners
California
$268K
SCM
373
Shelton Capital Management
Colorado
$260K
ICA
374
Infrastructure Capital Advisors
New York
$260K
Allspring Global Investments
375
Allspring Global Investments
North Carolina
$259K