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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
HIA
526
HFM Investment Advisors
New Jersey
$431
FMP
527
Financial Management Professionals
Texas
$287
VWM
528
Vermillion Wealth Management
Minnesota
$287
IWS
529
Intentional Wealth Strategies
Colorado
$287
DF
530
Dunhill Financial
United Kingdom
$193
HFS
531
Hughes Financial Services
Virginia
$144
QWM
532
Quaker Wealth Management
New Jersey
$144
TFM
533
TFC Financial Management
Massachusetts
$144
CW
534
Curio Wealth
Maryland
$144
Norges Bank
535
Norges Bank
Norway
RAM
536
Robinhood Asset Management
California
TSS
537
Thomas Story & Son
Indiana
DWA
538
Dorsey Wright & Associates
California
NA
539
NewEdge Advisors
Louisiana
WAM
540
Weiss Asset Management
Massachusetts
Daiwa Securities Group
541
Daiwa Securities Group
Japan
CCM
542
Cinctive Capital Management
New York
MCM
543
Monument Capital Management
Virginia
Capital Fund Management (CFM)
544
Capital Fund Management (CFM)
France
EMPI
545
Elo Mutual Pension Insurance
Finland
FISPB
546
Fideuram - Intesa Sanpaolo Private Banking
HCA
547
Harbor Capital Advisors
Illinois
Pacer Advisors
548
Pacer Advisors
Pennsylvania
Renaissance Technologies
549
Renaissance Technologies
New York
PP
550
Prudential plc
United Kingdom