We are live on ! Find out more
HLI icon

Houlihan Lokey
HLI

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

289% more call options, than puts

Call options by funds: $3.63M | Put options by funds: $934K

1.04% more ownership

Funds ownership: 99.9% → 100.93% (+1%)

6% less funds holding

Funds holding: 576 → 544 (-32)

11% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 213

17% less capital invested

Capital invested by funds: $9.3B → $7.72B (-$1.58B)

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: 3 → 2 (-1)

Holders
544
Holders Change
-32
Holders Change %
-5.56%
% of All Funds
6.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
73
Increased
190
Reduced
213
Closed
96
Calls
$3.63M
Puts
$934K
Net Calls
+$2.7M
Net Calls Change
+$2.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$171M
2
Citadel Advisors
Citadel Advisors
Florida
+$69.3M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$58M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$47.9M
5
CIP
Champlain Investment Partners
Vermont
+$42.5M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$64.7M
2
First Trust Advisors
First Trust Advisors
Illinois
-$61.8M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$59.1M
4
Invesco
Invesco
Georgia
-$47.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$46.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SGWP
376
Sun Group Wealth Partners
California
$268K +$307K +1,869 New
SCM
377
Shelton Capital Management
Colorado
$260K – – –
ICA
378
Infrastructure Capital Advisors
New York
$260K +$39.2K +238 +15%
Allspring Global Investments
379
Allspring Global Investments
North Carolina
$259K +$71.9K +437 +31%
QCG
380
Quadrant Capital Group
Ohio
$254K -$72.5K -441 -20%
KPWS
381
Kestra Private Wealth Services
Texas
$254K -$1.48K -9 -0.5%
RP
382
Riverwater Partners
Wisconsin
$252K +$48K +292 +20%
CCWM
383
Cassaday & Co Wealth Management
Virginia
$251K -$4.11K -25 -1%
ECM
384
Evergreen Capital Management
Washington
$247K +$71.1K +432 +34%
SWA
385
SFMG Wealth Advisors
Texas
$246K – – –
NP
386
Nilsine Partners
Colorado
$245K +$252K +1,531 New
DS
387
DRW Securities
Illinois
$244K +$279K +1,697 New
NW
388
NewEdge Wealth
Pennsylvania
$242K -$15.8K -96 -5%
CIBC Asset Management
389
CIBC Asset Management
Ontario, Canada
$236K – – –
HWM
390
HB Wealth Management
Georgia
$234K +$22.4K +136 +9%
AG
391
AlTi Global
New York
$233K -$9.38K -57 -3%
SWA
392
Serenus Wealth Advisors
California
$231K – – –
ETC
393
Exchange Traded Concepts
Oklahoma
$228K -$2.62M -15,957 -91%
NDSIB
394
North Dakota State Investment Board
North Dakota
$227K -$54.8K -333 -17%
KBC Group
395
KBC Group
Belgium
$224K – – –
Nisa Investment Advisors
396
Nisa Investment Advisors
Missouri
$219K +$13.3K +81 +6%
AWA
397
Arkadios Wealth Advisors
Georgia
$215K -$24K -146 -9%
EW
398
Evoke Wealth
California
$205K -$22.2K -135 -9%
AIM
399
Aigen Investment Management
New York
$203K +$233K +1,415 New
MM
400
MQS Management
New York
$200K -$130K -792 -36%
14 15
16
17 18

HLI Hedge Fund Activity: Q1 2026 in Review

544 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q1 2026, worth a combined $7.72B — down 17% from $9.3B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of HLI and 73 opened new positions — a net loss of 23 holders — while 213 trimmed existing stakes and 190 added.

The largest buyer was Morgan Stanley, adding an estimated $171M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $64.7M.

  • 544 institutional investors held Houlihan Lokey (HLI) as of Q1 2026, down from 576 in Q4 2025.
  • Funds reported $7.72B of Houlihan Lokey stock for Q1 2026, down 17% quarter-over-quarter.
  • 73 funds opened new Houlihan Lokey positions in Q1 2026 and 96 closed out, a net change of -23 holders.
  • The largest Houlihan Lokey buyer in Q1 2026 was Morgan Stanley, an estimated $171M added.
  • The largest Houlihan Lokey seller in Q1 2026 was T. Rowe Price Investment Management, an estimated $64.7M sold.

Based on aggregated 13F filings for Q1 2026.