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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
Bessemer Group
426
Bessemer Group
New Jersey
$51K
BC
427
Bayforest Capital
United Kingdom
$50.8K
EA
428
Emerald Advisers
Pennsylvania
$49.5K
TSMHT
429
Thurston Springer Miller Herd & Titak
Indiana
$48K
MPWT
430
MassMutual Private Wealth & Trust
Connecticut
$42.8K
FFA
431
Farther Finance Advisors
California
$41.9K
VCM
432
Versant Capital Management
Arizona
$38.3K
VNT
433
Vanguard National Trust
Pennsylvania
$37.3K
AGWCA
434
Annis Gardner Whiting Capital Advisors
Florida
$33.9K
BCWM
435
Bartlett & Co Wealth Management
Ohio
$32.6K
PFBT
436
Parkside Financial Bank & Trust
Missouri
$31.9K
CIAS
437
CBIZ Investment Advisory Services
Ohio
$30.9K
PWA
438
Physician Wealth Advisors
Utah
$29.2K
TCOT
439
Trust Company of Toledo
Ohio
$27.4K
CWP
440
Clark Wealth Partners
Illinois
$26K
Nomura Asset Management
441
Nomura Asset Management
Japan
$24.4K
AWM
442
Ameliora Wealth Management
Switzerland
$24.3K
OC
443
Oakworth Capital
Alabama
$23.7K
PTC
444
Private Trust Company
Ohio
$23.4K
MEG
445
Millstone Evans Group
Colorado
$22.3K
GSWM
446
Golden State Wealth Management
California
$22.1K
GSEP
447
Golden State Equity Partners
California
$22.1K
DWP
448
Destiny Wealth Partners
Florida
$20.1K
FIM
449
FWL Investment Management
Texas
$19.8K
AG
450
AmeriFlex Group
Nevada
$19.1K