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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
RIL
501
Rothschild Investment LLC
Illinois
$2.3K
HCM
502
Hollencrest Capital Management
California
$2.01K
RWM
503
Rialto Wealth Management
New York
$2.01K
RWS
504
Retirement Wealth Solutions
Wisconsin
$1.9K
DPW
505
DiNuzzo Private Wealth
Pennsylvania
$1.72K
FCAS
506
First Command Advisory Services
Texas
$1.72K
MCM
507
Manchester Capital Management
Vermont
$1.58K
B
508
Bayban
Minnesota
$1.58K
IRC
509
Investors Research Corp
Georgia
$1.58K
EPL
510
Essential Partners LLC
California
$1.44K
CA
511
CoreCap Advisors
Michigan
$1.29K
CFM
512
Cornerstone Financial Management
Massachusetts
$1.29K
SWM
513
SHP Wealth Management
Massachusetts
$1.29K
SIC
514
SJS Investment Consulting
Ohio
$1.15K
CH
515
Cromwell Holdings
Wyoming
$1.15K
RCM
516
Richardson Capital Management
Wisconsin
$1.15K
MB
517
MidFirst Bank
Oklahoma
$1.15K
MAM
518
Marquette Asset Management
Minnesota
$1.01K
BHWM
519
Bay Harbor Wealth Management
Maryland
$1K
HFM
520
Harvest Fund Management
China
$1K
RF
521
Rossby Financial
Florida
$846
ACA
522
American Capital Advisory
Idaho
$719
CFD
523
Creative Financial Designs
Indiana
$718
BIM
524
Breakwater Investment Management
Washington
$575
SC
525
SouthState Corp
Florida
$575