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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
Los Angeles Capital Management
401
Los Angeles Capital Management
California
$172K
MCM
402
MAI Capital Management
Ohio
$159K
SAM
403
Smartleaf Asset Management
Massachusetts
$154K
Northwestern Mutual Wealth Management
404
Northwestern Mutual Wealth Management
Wisconsin
$149K
SC
405
Steph & Co
Wisconsin
$140K
SG
406
Sankala Group
Colorado
$140K
AF
407
Allworth Financial
California
$130K
BBHC
408
Brown Brothers Harriman & Co
New York
$127K
PA
409
Parallel Advisors
California
$126K
AF
410
Advisornet Financial
Minnesota
$122K
S
411
SignatureFD
Georgia
$107K
C
412
Covestor
United Kingdom
$103K
MG
413
Mather Group
Illinois
$83.9K
PPC
414
Park Place Capital
Alabama
$79.4K
AA
415
AlphaCentric Advisors
Puerto Rico
$71.7K
QL
416
Quarry LP
New York
$71.7K
AIM
417
Anchor Investment Management
South Carolina
$64.6K
MCA
418
McGuire Capital Advisors
Oklahoma
$64.1K
TFA
419
Transamerica Financial Advisors
Florida
$62.2K
WG
420
Wellington Group
Indiana
$56.6K
ECSS
421
Eurizon Capital SGR SpA
$56.4K
Bessemer Group
422
Bessemer Group
New Jersey
$51K
BC
423
Bayforest Capital
United Kingdom
$50.8K
EA
424
Emerald Advisers
Pennsylvania
$49.5K
TSMHT
425
Thurston Springer Miller Herd & Titak
Indiana
$48K