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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
Citadel Advisors
26
Citadel Advisors
Florida
$70.1M
Invesco
27
Invesco
Georgia
$68.2M
Jennison Associates
28
Jennison Associates
New York
$67.3M
Charles Schwab
29
Charles Schwab
California
$65M
Bank of New York Mellon
30
Bank of New York Mellon
New York
$60.4M
VBA
31
Van Berkom & Associates
Quebec, Canada
$58.3M
AQR Capital Management
32
AQR Capital Management
Connecticut
$57.3M
NAMI
33
Nomura Asset Management International
Pennsylvania
$54.5M
Fiera Capital (Canada)
34
Fiera Capital (Canada)
Quebec, Canada
$51.9M
UBS Group
35
UBS Group
Switzerland
$51.6M
GKIM
36
GW&K Investment Management
Massachusetts
$50.9M
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$50.2M
Natixis Advisors
38
Natixis Advisors
Massachusetts
$49.9M
Wells Fargo
39
Wells Fargo
California
$49.7M
VFT
40
Vanguard Fiduciary Trust
Pennsylvania
$48.9M
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$47.3M
Jones Financial Companies
42
Jones Financial Companies
Missouri
$41.4M
Caisse de Depot et Placement du Quebec (CDPQ)
43
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$39.1M
Handelsbanken Fonder
44
Handelsbanken Fonder
Sweden
$37.4M
WFMPM
45
Woodley Farra Manion Portfolio Management
Indiana
$37M
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$36.6M
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$36.4M
VNIM
48
Vaughan Nelson Investment Management
Texas
$35.7M
EAM
49
Eventide Asset Management
Massachusetts
$33.8M
CAM
50
Congress Asset Management
Massachusetts
$33.5M