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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
ECM
376
Evergreen Capital Management
Washington
$247K
SWA
377
SFMG Wealth Advisors
Texas
$246K
NP
378
Nilsine Partners
Colorado
$245K
DS
379
DRW Securities
Illinois
$244K
NW
380
NewEdge Wealth
Pennsylvania
$242K
CIBC Asset Management
381
CIBC Asset Management
Ontario, Canada
$236K
HWM
382
HB Wealth Management
Georgia
$234K
AG
383
AlTi Global
New York
$233K
SWA
384
Serenus Wealth Advisors
California
$231K
ETC
385
Exchange Traded Concepts
Oklahoma
$228K
NDSIB
386
North Dakota State Investment Board
North Dakota
$227K
KBC Group
387
KBC Group
Belgium
$224K
Nisa Investment Advisors
388
Nisa Investment Advisors
Missouri
$219K
AWA
389
Arkadios Wealth Advisors
Georgia
$215K
EW
390
Evoke Wealth
California
$205K
AIM
391
Aigen Investment Management
New York
$203K
MM
392
MQS Management
New York
$200K
HI
393
Horizon Investments
North Carolina
$190K
IA
394
IFP Advisors
Florida
$185K
SCM
395
Sterling Capital Management
North Carolina
$182K
HNB
396
Huntington National Bank
Ohio
$178K
Los Angeles Capital Management
397
Los Angeles Capital Management
California
$172K
MCM
398
MAI Capital Management
Ohio
$159K
SAM
399
Smartleaf Asset Management
Massachusetts
$154K
Northwestern Mutual Wealth Management
400
Northwestern Mutual Wealth Management
Wisconsin
$149K