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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
ACM
351
Aquatic Capital Management
Illinois
$311K
FTWA
352
Fifth Third Wealth Advisors
Ohio
$306K
BFM
353
Boothbay Fund Management
New York
$301K
LWAM
354
Legacy Wealth Asset Management
Minnesota
$298K
CAM
355
Cresset Asset Management
Illinois
$298K
ITG
356
Index Technologies Group
New York
$292K
GIA
357
Gateway Investment Advisers
Ohio
$291K
VF
358
Vista Finance
Missouri
$291K
AHL
359
Abel Hall LLC
Louisiana
$291K
DWM
360
Diversify Wealth Management
Utah
$288K
UB
361
UMB Bank
Missouri
$283K
AWA
362
Argos Wealth Advisors
California
$277K
MFS
363
Mirabella Financial Services
United Kingdom
$275K
Commonwealth Equity Services
364
Commonwealth Equity Services
Massachusetts
$274K
BEI
365
Benjamin Edwards Inc
Missouri
$274K
IFU
366
iSAM Funds (UK)
United Kingdom
$271K
VF
367
Virtu Financial
New York
$269K
SGWP
368
Sun Group Wealth Partners
California
$268K
SCM
369
Shelton Capital Management
Colorado
$260K
ICA
370
Infrastructure Capital Advisors
New York
$260K
Allspring Global Investments
371
Allspring Global Investments
North Carolina
$259K
QCG
372
Quadrant Capital Group
Ohio
$254K
KPWS
373
Kestra Private Wealth Services
Texas
$254K
RP
374
Riverwater Partners
Wisconsin
$252K
CCWM
375
Cassaday & Co Wealth Management
Virginia
$251K