Houlihan Lokey
514 hedge funds and large institutions have $7.39B invested in Houlihan Lokey in 2026 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 177 increasing their positions, 201 reducing their positions, and 75 closing their positions.
900% more call options, than puts
Call options by funds: $8.05M | Put options by funds: $805K
2.59% more ownership
Funds ownership: 100.94% → 103.53% (+2.6%)
4% less capital invested
Capital invested by funds: $7.72B → $7.39B (-$332M)
6% less funds holding
Funds holding: 546 → 514 (-32)
12% less repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 201
29% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 75
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$109M |
| 2 |
LPL Financial
San Diego,
California
|
+$79.6M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$66.4M |
| 4 |
Neuberger Berman Group
New York
|
+$56.3M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
+$56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$116M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$74.9M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$63.7M |
| 4 |
NAMI
Nomura Asset Management International
Philadelphia,
Pennsylvania
|
-$54.5M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$41.9M |
HLI Hedge Fund Activity: Q2 2026 in Review
514 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q2 2026, worth a combined $7.39B — down 4.3% from $7.72B a quarter earlier.
Sellers outnumbered buyers: 75 funds closed out of HLI and 53 opened new positions — a net loss of 22 holders — while 201 trimmed existing stakes and 177 added.
The largest buyer was Citadel Advisors, adding an estimated $109M. The largest seller was Capital Research Global Investors, cutting an estimated $116M.
- 514 institutional investors held Houlihan Lokey (HLI) as of Q2 2026, down from 546 in Q1 2026.
- Funds reported $7.39B of Houlihan Lokey stock for Q2 2026, down 4.3% quarter-over-quarter.
- 53 funds opened new Houlihan Lokey positions in Q2 2026 and 75 closed out, a net change of -22 holders.
- The largest Houlihan Lokey buyer in Q2 2026 was Citadel Advisors, an estimated $109M added.
- The largest Houlihan Lokey seller in Q2 2026 was Capital Research Global Investors, an estimated $116M sold.
Based on aggregated 13F filings for Q2 2026.