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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
QCG
376
Quadrant Capital Group
Ohio
$254K
KPWS
377
Kestra Private Wealth Services
Texas
$254K
RP
378
Riverwater Partners
Wisconsin
$252K
CCWM
379
Cassaday & Co Wealth Management
Virginia
$251K
ECM
380
Evergreen Capital Management
Washington
$247K
SWA
381
SFMG Wealth Advisors
Texas
$246K
NP
382
Nilsine Partners
Colorado
$245K
DS
383
DRW Securities
Illinois
$244K
NW
384
NewEdge Wealth
Pennsylvania
$242K
CIBC Asset Management
385
CIBC Asset Management
Ontario, Canada
$236K
HWM
386
HB Wealth Management
Georgia
$234K
AG
387
AlTi Global
New York
$233K
SWA
388
Serenus Wealth Advisors
California
$231K
ETC
389
Exchange Traded Concepts
Oklahoma
$228K
NDSIB
390
North Dakota State Investment Board
North Dakota
$227K
KBC Group
391
KBC Group
Belgium
$224K
Nisa Investment Advisors
392
Nisa Investment Advisors
Missouri
$219K
AWA
393
Arkadios Wealth Advisors
Georgia
$215K
EW
394
Evoke Wealth
California
$205K
AIM
395
Aigen Investment Management
New York
$203K
MM
396
MQS Management
New York
$200K
HI
397
Horizon Investments
North Carolina
$190K
IA
398
IFP Advisors
Florida
$185K
SCM
399
Sterling Capital Management
North Carolina
$182K
HNB
400
Huntington National Bank
Ohio
$178K