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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
MPWT
426
MassMutual Private Wealth & Trust
Connecticut
$42.8K
FFA
427
Farther Finance Advisors
California
$41.9K
VCM
428
Versant Capital Management
Arizona
$38.3K
VNT
429
Vanguard National Trust
Pennsylvania
$37.3K
AGWCA
430
Annis Gardner Whiting Capital Advisors
Florida
$33.9K
BCWM
431
Bartlett & Co Wealth Management
Ohio
$32.6K
PFBT
432
Parkside Financial Bank & Trust
Missouri
$31.9K
CIAS
433
CBIZ Investment Advisory Services
Ohio
$30.9K
PWA
434
Physician Wealth Advisors
Utah
$29.2K
TCOT
435
Trust Company of Toledo
Ohio
$27.4K
CWP
436
Clark Wealth Partners
Illinois
$26K
Nomura Asset Management
437
Nomura Asset Management
Japan
$24.4K
AWM
438
Ameliora Wealth Management
Switzerland
$24.3K
OC
439
Oakworth Capital
Alabama
$23.7K
PTC
440
Private Trust Company
Ohio
$23.4K
MEG
441
Millstone Evans Group
Colorado
$22.3K
GSWM
442
Golden State Wealth Management
California
$22.1K
GSEP
443
Golden State Equity Partners
California
$22.1K
DWP
444
Destiny Wealth Partners
Florida
$20.1K
FIM
445
FWL Investment Management
Texas
$19.8K
AG
446
AmeriFlex Group
Nevada
$19.1K
FFO
447
Fortitude Family Office
Arizona
$16.5K
WIM
448
Westside Investment Management
California
$16.4K
WWM
449
Western Wealth Management
Colorado
$15.5K
HWA
450
HHM Wealth Advisors
Tennessee
$14.9K