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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
NWS
476
Nvest Wealth Strategies
Ohio
$7.18K
EF
477
Entrust Financial
Pennsylvania
$6.61K
ADL
478
Asset Dedication LLC
California
$6.32K
FMII
479
Farmers & Merchants Investments Inc
Nebraska
$6.32K
SS
480
SBI Securities
Japan
$6.03K
ZBNA
481
Zions Bancorporation, National Association
Utah
$6.03K
KFAS
482
Keating Financial Advisory Services
Kansas
$5.75K
WCM
483
Westend Capital Management
California
$5.6K
ANBT
484
American National Bank & Trust
Texas
$5.17K
MAS
485
MPWM Advisory Solutions
Georgia
$5.03K
CMA
486
Cedar Mountain Advisors
Oregon
$4.74K
IAIM
487
International Assets Investment Management
Florida
$4.65K
TPWA
488
Twin Peaks Wealth Advisors
California
$4.6K
S
489
Sachetta
Massachusetts
$4.31K
SS
490
Sunbelt Securities
Texas
$4.17K
WTA
491
Washington Trust Advisors
Massachusetts
$4.05K
BW
492
Bravera Wealth
North Dakota
$3.88K
EWP
493
Elevation Wealth Partners
California
$3.88K
PP
494
PFS Partners
New Jersey
$3.77K
SGK
495
Steigerwald Gordon & Koch
Virginia
$3.73K
SIS
496
Sound Income Strategies
Florida
$3.67K
CTC
497
Central Trust Company
Missouri
$3.3K
FDW
498
Fourth Dimension Wealth
Ohio
$3.16K
TPCW
499
TD Private Client Wealth
New York
$3.16K
PWMG
500
Private Wealth Management Group
New Jersey
$3.02K