HLI icon

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
SS
476
SBI Securities
Japan
$6.03K
ZBNA
477
Zions Bancorporation, National Association
Utah
$6.03K
KFAS
478
Keating Financial Advisory Services
Kansas
$5.75K
WCM
479
Westend Capital Management
California
$5.6K
ANBT
480
American National Bank & Trust
Texas
$5.17K
MAS
481
MPWM Advisory Solutions
Georgia
$5.03K
CMA
482
Cedar Mountain Advisors
Oregon
$4.74K
IAIM
483
International Assets Investment Management
Florida
$4.65K
TPWA
484
Twin Peaks Wealth Advisors
California
$4.6K
S
485
Sachetta
Massachusetts
$4.31K
SS
486
Sunbelt Securities
Texas
$4.17K
WTA
487
Washington Trust Advisors
Massachusetts
$4.05K
BW
488
Bravera Wealth
North Dakota
$3.88K
EWP
489
Elevation Wealth Partners
California
$3.88K
PP
490
PFS Partners
New Jersey
$3.77K
SGK
491
Steigerwald Gordon & Koch
Virginia
$3.73K
SIS
492
Sound Income Strategies
Florida
$3.67K
CTC
493
Central Trust Company
Missouri
$3.3K
FDW
494
Fourth Dimension Wealth
Ohio
$3.16K
TPCW
495
TD Private Client Wealth
New York
$3.16K
PWMG
496
Private Wealth Management Group
New Jersey
$3.02K
IAAG
497
Innovative Asset Advisors Group
Connecticut
$3.02K
BFS
498
Bare Financial Services
Pennsylvania
$2.87K
SA
499
Scarborough Advisors
Maryland
$2.87K
TWC
500
TD Waterhouse Canada
Ontario, Canada
$2.82K