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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
IAAG
501
Innovative Asset Advisors Group
Connecticut
$3.02K
BFS
502
Bare Financial Services
Pennsylvania
$2.87K
SA
503
Scarborough Advisors
Maryland
$2.87K
TWC
504
TD Waterhouse Canada
Ontario, Canada
$2.82K
RCM
505
Raleigh Capital Management
North Carolina
$2.74K
DWM
506
Dogwood Wealth Management
Kansas
$2.73K
WA
507
Whipplewood Advisors
Colorado
$2.73K
FPF
508
First Pacific Financial
Washington
$2.47K
UFPG
509
United Financial Planning Group
New York
$2.44K
RIL
510
Rothschild Investment LLC
Illinois
$2.3K
HCM
511
Hollencrest Capital Management
California
$2.01K
RWM
512
Rialto Wealth Management
New York
$2.01K
RWS
513
Retirement Wealth Solutions
Wisconsin
$1.9K
DPW
514
DiNuzzo Private Wealth
Pennsylvania
$1.72K
FCAS
515
First Command Advisory Services
Texas
$1.72K
MCM
516
Manchester Capital Management
Vermont
$1.58K
B
517
Bayban
Minnesota
$1.58K
IRC
518
Investors Research Corp
Georgia
$1.58K
EP
519
Essential Partners
California
$1.44K
CA
520
CoreCap Advisors
Michigan
$1.29K
CFM
521
Cornerstone Financial Management
Massachusetts
$1.29K
SWM
522
SHP Wealth Management
Massachusetts
$1.29K
SIC
523
SJS Investment Consulting
Ohio
$1.15K
CH
524
Cromwell Holdings
Wyoming
$1.15K
MB
525
MidFirst Bank
Oklahoma
$1.15K