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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
FFO
451
Fortitude Family Office
Arizona
$16.5K
WIM
452
Westside Investment Management
California
$16.4K
HWA
453
HHM Wealth Advisors
Tennessee
$14.9K
TFA
454
Toth Financial Advisory
Virginia
$14.4K
RFP
455
Root Financial Partners
California
$13.6K
FNWA
456
Financial Network Wealth Advisors
Utah
$13.3K
BIA
457
Bell Investment Advisors
California
$13.2K
CI
458
CX Institutional
Indiana
$13K
PWPS
459
Pinnacle Wealth Planning Services
Ohio
$12.4K
Mitsubishi UFJ Asset Management
460
Mitsubishi UFJ Asset Management
Japan
$11.2K
PP
461
Paladin Partners
Wisconsin
$11.1K
WWM
462
Wolff Wiese Magana
California
$10.8K
BWL
463
Bogart Wealth LLC
Virginia
$10.8K
CPG
464
Cornerstone Planning Group
New Jersey
$10.8K
CFO
465
CVA Family Office
Colorado
$10.6K
LFG
466
Larson Financial Group
Missouri
$10.3K
KFI
467
Key Financial Inc
Pennsylvania
$9.62K
WA
468
Westfuller Advisors
New York
$9.62K
QC
469
Quent Capital
New York
$9.19K
AAP
470
Arax Advisory Partners
Colorado
$8.9K
CA
471
Clearstead Advisors
Ohio
$8.76K
JWA
472
JFS Wealth Advisors
Pennsylvania
$8.04K
TCM
473
TD Capital Management
Tennessee
$8.02K
NSIM
474
North Star Investment Management
Illinois
$7.55K
BW
475
Basepoint Wealth
Iowa
$7.42K