We are live on ! Find out more
HLI icon

Houlihan Lokey
HLI

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

289% more call options, than puts

Call options by funds: $3.63M | Put options by funds: $934K

1.04% more ownership

Funds ownership: 99.9% → 100.93% (+1%)

6% less funds holding

Funds holding: 576 → 544 (-32)

11% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 213

17% less capital invested

Capital invested by funds: $9.3B → $7.72B (-$1.58B)

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: 3 → 2 (-1)

Holders
544
Holders Change
-32
Holders Change %
-5.56%
% of All Funds
6.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
73
Increased
190
Reduced
213
Closed
96
Calls
$3.63M
Puts
$934K
Net Calls
+$2.7M
Net Calls Change
+$2.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$171M
2
Citadel Advisors
Citadel Advisors
Florida
+$69.3M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$58M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$47.9M
5
CIP
Champlain Investment Partners
Vermont
+$42.5M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$64.7M
2
First Trust Advisors
First Trust Advisors
Illinois
-$61.8M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$59.1M
4
Invesco
Invesco
Georgia
-$47.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$46.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
526
Richardson Capital Management
Wisconsin
$1.15K +$1.32K +8 New
MAM
527
Marquette Asset Management
Minnesota
$1.01K +$1.15K +7 New
BHWM
528
Bay Harbor Wealth Management
Maryland
$1K – – –
HFM
529
Harvest Fund Management
China
$1K – – –
RF
530
Rossby Financial
Florida
$846 +$658 +4 +200%
ACA
531
American Capital Advisory
Idaho
$719 +$823 +5 New
CFD
532
Creative Financial Designs
Indiana
$718 – – –
BIM
533
Breakwater Investment Management
Washington
$575 +$658 +4 New
SC
534
SouthState Corp
Florida
$575 +$658 +4 New
HIA
535
HFM Investment Advisors
New Jersey
$431 -$1.65K -10 -77%
FMP
536
Financial Management Professionals
Texas
$287 – – –
IWS
537
Intentional Wealth Strategies
Colorado
$287 +$329 +2 New
VWM
538
Vermillion Wealth Management
Minnesota
$287 +$329 +2 New
DF
539
Dunhill Financial
United Kingdom
$193 – – –
HFS
540
Hughes Financial Services
Virginia
$144 -$329 -2 -67%
QWM
541
Quaker Wealth Management
New Jersey
$144 – – –
TFM
542
TFC Financial Management
Massachusetts
$144 – – –
CW
543
Curio Wealth
Maryland
$144 +$165 +1 New
Norges Bank
544
Norges Bank
Norway
– -$115M -662,940 Closed
RAM
545
Robinhood Asset Management
California
– -$6.86M -39,395 Closed
TSS
546
Thomas Story & Son
Indiana
– -$5.99M -34,375 Closed
DWA
547
Dorsey Wright & Associates
California
– -$4.9M -28,123 Closed
WAM
548
Weiss Asset Management
Massachusetts
– -$3.41M -19,558 Closed
Daiwa Securities Group
549
Daiwa Securities Group
Japan
– -$3.4M -19,513 Closed
CCM
550
Cinctive Capital Management
New York
– -$3.17M -18,221 Closed
20 21
22
23 24

HLI Hedge Fund Activity: Q1 2026 in Review

544 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q1 2026, worth a combined $7.72B — down 17% from $9.3B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of HLI and 73 opened new positions — a net loss of 23 holders — while 213 trimmed existing stakes and 190 added.

The largest buyer was Morgan Stanley, adding an estimated $171M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $64.7M.

  • 544 institutional investors held Houlihan Lokey (HLI) as of Q1 2026, down from 576 in Q4 2025.
  • Funds reported $7.72B of Houlihan Lokey stock for Q1 2026, down 17% quarter-over-quarter.
  • 73 funds opened new Houlihan Lokey positions in Q1 2026 and 96 closed out, a net change of -23 holders.
  • The largest Houlihan Lokey buyer in Q1 2026 was Morgan Stanley, an estimated $171M added.
  • The largest Houlihan Lokey seller in Q1 2026 was T. Rowe Price Investment Management, an estimated $64.7M sold.

Based on aggregated 13F filings for Q1 2026.