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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
AGWCA
426
Annis Gardner Whiting Capital Advisors
Florida
$33.9K
BCWM
427
Bartlett & Co Wealth Management
Ohio
$32.6K
PFBT
428
Parkside Financial Bank & Trust
Missouri
$31.9K
CIAS
429
CBIZ Investment Advisory Services
Ohio
$30.9K
PWA
430
Physician Wealth Advisors
Utah
$29.2K
TCOT
431
Trust Company of Toledo
Ohio
$27.4K
CWP
432
Clark Wealth Partners
Illinois
$26K
Nomura Asset Management
433
Nomura Asset Management
Japan
$24.4K
AWM
434
Ameliora Wealth Management
Switzerland
$24.3K
OC
435
Oakworth Capital
Alabama
$23.7K
PTC
436
Private Trust Company
Ohio
$23.4K
MEG
437
Millstone Evans Group
Colorado
$22.3K
GSWM
438
Golden State Wealth Management
California
$22.1K
GSEP
439
Golden State Equity Partners
California
$22.1K
DWP
440
Destiny Wealth Partners
Florida
$20.1K
FIM
441
FWL Investment Management
Texas
$19.8K
AG
442
AmeriFlex Group
Nevada
$19.1K
FFO
443
Fortitude Family Office
Arizona
$16.5K
WIM
444
Westside Investment Management
California
$16.4K
WWM
445
Western Wealth Management
Colorado
$15.5K
HWA
446
HHM Wealth Advisors
Tennessee
$14.9K
TFA
447
Toth Financial Advisory
Virginia
$14.4K
RFP
448
Root Financial Partners
California
$13.6K
FNWA
449
Financial Network Wealth Advisors
Utah
$13.3K
BIA
450
Bell Investment Advisors
California
$13.2K