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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
TFA
451
Toth Financial Advisory
Virginia
$14.4K
RFP
452
Root Financial Partners
California
$13.6K
FNWA
453
Financial Network Wealth Advisors
Utah
$13.3K
BIA
454
Bell Investment Advisors
California
$13.2K
CI
455
CX Institutional
Indiana
$13K
PWPS
456
Pinnacle Wealth Planning Services
Ohio
$12.4K
Mitsubishi UFJ Asset Management
457
Mitsubishi UFJ Asset Management
Japan
$11.2K
WWM
458
Wolff Wiese Magana
California
$10.8K
BWL
459
Bogart Wealth LLC
Virginia
$10.8K
CPG
460
Cornerstone Planning Group
New Jersey
$10.8K
CFO
461
CVA Family Office
Colorado
$10.6K
LFG
462
Larson Financial Group
Missouri
$10.3K
KFI
463
Key Financial Inc
Pennsylvania
$9.62K
WA
464
Westfuller Advisors
New York
$9.62K
QC
465
Quent Capital
New York
$9.19K
AAP
466
Arax Advisory Partners
Colorado
$8.9K
CA
467
Clearstead Advisors
Ohio
$8.76K
JWA
468
JFS Wealth Advisors
Pennsylvania
$8.04K
TCM
469
TD Capital Management
Tennessee
$8.02K
NSIM
470
North Star Investment Management
Illinois
$7.55K
BW
471
Basepoint Wealth
Iowa
$7.42K
NWS
472
Nvest Wealth Strategies
Ohio
$7.18K
EF
473
Entrust Financial
Pennsylvania
$6.61K
ADL
474
Asset Dedication LLC
California
$6.32K
FMII
475
Farmers & Merchants Investments Inc
Nebraska
$6.32K