HLI icon

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
CI
451
CX Institutional
Indiana
$13K
PWPS
452
Pinnacle Wealth Planning Services
Ohio
$12.4K
Mitsubishi UFJ Asset Management
453
Mitsubishi UFJ Asset Management
Japan
$11.2K
WWM
454
Wolff Wiese Magana
California
$10.8K
BWL
455
Bogart Wealth LLC
Virginia
$10.8K
CPG
456
Cornerstone Planning Group
New Jersey
$10.8K
CFO
457
CVA Family Office
Colorado
$10.6K
LFG
458
Larson Financial Group
Missouri
$10.3K
KFI
459
Key Financial Inc
Pennsylvania
$9.62K
WA
460
Westfuller Advisors
New York
$9.62K
QC
461
Quent Capital
New York
$9.19K
AAP
462
Arax Advisory Partners
Colorado
$8.9K
CA
463
Clearstead Advisors
Ohio
$8.76K
JWA
464
JFS Wealth Advisors
Pennsylvania
$8.04K
TCM
465
TD Capital Management
Tennessee
$8.02K
NSIM
466
North Star Investment Management
Illinois
$7.55K
BW
467
Basepoint Wealth
Iowa
$7.42K
NWS
468
Nvest Wealth Strategies
Ohio
$7.18K
EF
469
Entrust Financial
Pennsylvania
$6.61K
FMII
470
Farmers & Merchants Investments Inc
Nebraska
$6.32K
SS
471
SBI Securities
Japan
$6.03K
ZBNA
472
Zions Bancorporation, National Association
Utah
$6.03K
KFAS
473
Keating Financial Advisory Services
Kansas
$5.75K
WCM
474
Westend Capital Management
California
$5.6K
ANBT
475
American National Bank & Trust
Texas
$5.17K