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Houlihan Lokey

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

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 → $7.72B (-$1.57B)

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: 32 (-1)

Holders
544
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
SGWP
376
Sun Group Wealth Partners
California
$268K
SCM
377
Shelton Capital Management
Colorado
$260K
ICA
378
Infrastructure Capital Advisors
New York
$260K
Allspring Global Investments
379
Allspring Global Investments
North Carolina
$259K
QCG
380
Quadrant Capital Group
Ohio
$254K
KPWS
381
Kestra Private Wealth Services
Texas
$254K
RP
382
Riverwater Partners
Wisconsin
$252K
CCWM
383
Cassaday & Co Wealth Management
Virginia
$251K
ECM
384
Evergreen Capital Management
Washington
$247K
SWA
385
SFMG Wealth Advisors
Texas
$246K
NP
386
Nilsine Partners
Colorado
$245K
DS
387
DRW Securities
Illinois
$244K
NW
388
NewEdge Wealth
Pennsylvania
$242K
CIBC Asset Management
389
CIBC Asset Management
Ontario, Canada
$236K
HWM
390
HB Wealth Management
Georgia
$234K
AG
391
AlTi Global
New York
$233K
SWA
392
Serenus Wealth Advisors
California
$231K
ETC
393
Exchange Traded Concepts
Oklahoma
$228K
NDSIB
394
North Dakota State Investment Board
North Dakota
$227K
KBC Group
395
KBC Group
Belgium
$224K
Nisa Investment Advisors
396
Nisa Investment Advisors
Missouri
$219K
AWA
397
Arkadios Wealth Advisors
Georgia
$215K
EW
398
Evoke Wealth
California
$205K
AIM
399
Aigen Investment Management
New York
$203K
MM
400
MQS Management
New York
$200K