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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
MAS
476
MPWM Advisory Solutions
Georgia
$5.03K
CMA
477
Cedar Mountain Advisors
Oregon
$4.74K
IAIM
478
International Assets Investment Management
Florida
$4.65K
TPWA
479
Twin Peaks Wealth Advisors
California
$4.6K
S
480
Sachetta
Massachusetts
$4.31K
SS
481
Sunbelt Securities
Texas
$4.17K
WTA
482
Washington Trust Advisors
Massachusetts
$4.05K
BW
483
Bravera Wealth
North Dakota
$3.88K
EWP
484
Elevation Wealth Partners
California
$3.88K
PP
485
PFS Partners
New Jersey
$3.77K
SGK
486
Steigerwald Gordon & Koch
Virginia
$3.73K
SIS
487
Sound Income Strategies
Florida
$3.67K
CTC
488
Central Trust Company
Missouri
$3.3K
FDW
489
Fourth Dimension Wealth
Ohio
$3.16K
TPCW
490
TD Private Client Wealth
New York
$3.16K
PWMG
491
Private Wealth Management Group
New Jersey
$3.02K
IAAG
492
Innovative Asset Advisors Group
Connecticut
$3.02K
BFS
493
Bare Financial Services
Pennsylvania
$2.87K
SA
494
Scarborough Advisors
Maryland
$2.87K
TWC
495
TD Waterhouse Canada
Ontario, Canada
$2.82K
RCM
496
Raleigh Capital Management
North Carolina
$2.74K
DWM
497
Dogwood Wealth Management
Kansas
$2.73K
WA
498
Whipplewood Advisors
Colorado
$2.73K
FPF
499
First Pacific Financial
Washington
$2.47K
UFPG
500
United Financial Planning Group
New York
$2.44K